Account Handler

ACCOUNT HANDLER

Overview

Customers need first class support, this is why our client hire the best to handle their accounts! Due to a growing Insurance Team our client is looking for a client focussed Insurance Account Handler to join them.

Working together with experienced Account Executives, you will provide superb yet varied services to their many customers.

The main aim for your role is to acquire optimum account retention and growth, via the account management, broking and technical support that you provide.

Responsibilities

• Create documents for new customers about their insurance requirements
• Obtain renewal terms for customers and research suitable alternatives to produce presentations; our account managers discuss these with customers during face to face meetings.
• Coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered. Ensure all customer details are recorded accurately and entered onto system in a timely fashion
• Manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required
• Secure delivery of policy documentation from insurers and check prior to approval and release by Account Executive
• Deal with account queries and credit control matters highlighting any concerns to account managers in a timely manner
• Grasp and apply fundamental legal and regulatory policy for internal policies and the insurance contract as required.

Your knowledge, Experience and Skills:

• Holding or working towards one of the Chartered Insurance Institute Qualifications: Dip CII/ FIT is desirable but not essential as is being educated to GCSE standard or equivalent.
• Insurance administration experience desirable, gained within a commercial setting.
• Worked to targets within a regulated, measurable framework and achieved SLA’s Risk aware in handling customer information. Able to recognise potential risk and seek advice when required
• Evidence of rapport-building and experience in providing solid customer service focus with outstanding communication and social skills.
• Due diligence and process driven to deadlines, happy to forward plan, organise and analyse information. Highly accurate with a strong attention to detail, using initiative when assisting team members
• Fully proficient in MS office
• Eligible to work in the UK

Rewards and compensation

On top of a competitive salary, great teams and exciting career opportunities, they also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ 5 more days
• Defined contribution pension scheme, which the company will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we’ll cover up to 50% of your annual income, with options to top up
• Health cash plan

Other benefits include:

• Hybrid working
• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan

• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more…

If this sounds of interest, please contact me or