Rickard Lazenby
Insurance Broker, Account Handler
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Company Description
Rickard Lazenby is a family-run, independent commercial insurance brokerage and financial advisory firm established in the 1980s. The company is dedicated to helping individuals, families, and businesses remain financially secure, well protected, and able to pursue their long-term goals. Clients benefit from a personable, effective approach that combines competitive pricing with tailored advice.
Role Description
This is a full-time, on-site Account Handler role based in Teynham. The role involves managing a portfolio of commercial and personal insurance clients, handling day-to-day enquiries, preparing quotations, processing policy renewals, adjustments, and cancellations. The Account Handler supports clients by reviewing coverage, explaining policy terms, and liaising with insurers to obtain appropriate solutions. The role also includes maintaining accurate documentation, following compliance procedures, and supporting colleagues with administrative and client service tasks as needed.
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Qualifications
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- Proven Customer Service skills, with the ability to communicate clearly, build trust, and handle client enquiries professionally.
- Relevant professional qualifications (e.g., CII or equivalent) or progress toward them are highly beneficial.
- Attention to detail, strong organizational skills, and proficiency with insurance management systems and standard office software.
- Ability to work on-site in Teynham, collaborate effectively within a small team, and manage multiple client accounts simultaneously.
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