Senior Account Handler – Financial Institutions

A leading global insurance broker is seeking a Senior Account Handler to join its Financial Institutions operations team, supporting some of the largest and most complex banking, insurance, and investment accounts in the London Market.

The Role:

This position focuses on the precise and technical administration of high-value, multi-jurisdictional financial institution placements. Working closely with client-facing teams, you will play a critical role in renewals, documentation, regulatory compliance, and London Market slip production, contributing directly to the efficiency and quality of service delivered to key clients.

Key Responsibilities:

• Administer large and complex Financial Institutions accounts, including annual renewals
• Prepare and manage compliant MRCs, London Market slips, endorsements, quotes, and indications
• Ensure accurate tax schedules and regulatory compliance across major placements
• Support onboarding of new clients, including due diligence and sanctions checks
• Act as a technical resource on tax, regulatory, and London Market requirements
• Liaise with internal stakeholders, insurers, and third parties to resolve queries efficiently
• Maintain accurate records and meet performance targets in a fast-paced environment
• Mentor and support junior account handlers on large accounts and London Market protocols
• Build effective relationships with central service and operations teams at all levels

About You:

• Extensive experience in insurance broking, account handling, or operational roles
• Strong technical knowledge of London Market practices, slips, MRCs, and tax considerations
• Experience supporting large, complex financial institution placements is highly desirable
• Excellent attention to detail and organisational skills
• Confident communicator able to support internal stakeholders on complex portfolios
• Strong understanding of regulatory frameworks affecting Financial Institutions
• Comfortable working independently while contributing to a collaborative team environment
• Professional qualifications (ACII or equivalent) advantageous but not essential

For a confidential discussion about this opportunity, please get in touch.