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For Companies At a Glance
- Tasks: Engage with private clients and provide top-notch customer service.
- Company: Join a leading Insurance Broker firm with a strong reputation.
- Benefits: Enjoy hybrid working, 25+ days of holiday, and study support.
- Why this job: Gain professional qualifications while making a real impact in the insurance industry.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
- Other info: Work from either Edinburgh or Glasgow and enjoy a rewarding salary.
The predicted salary is between 28800 - 42000 £ per year.
As an Account Handler, you will provide quotations for New Business, Existing Business and Renewals to assist the Branch and be a referral point for the Trainees for the Clegg Gifford brand. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills. You will: Provide top-notch customer service, efficiently handling new business, renewals, and existing policies for Clegg Gifford. Master the processes for quoting and recommending the right products to meet client needs. Present clear, fair, and accurate product info to help clients make informed decisions. Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business. Keep detailed, accurate records of all customer interactions. Spot complaints and escalate them to the appropriate handler. Address queries via email, phone, and in person, ensuring all SLAs are met. Act as a referral point for trainees in the branch. Ensure full compliance, including treating customers fairly and contract certainty. Attend client meetings when necessary. Help achieve business goals by identifying opportunities and upselling. About you: Strong communicator, able to explain complex insurance t…
Account Handler employer: Vermelo RPO
Contact Detail:
Vermelo RPO Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarize yourself with the insurance industry, especially the specific products and services offered by brokers. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the insurance sector, particularly those who work as Account Handlers or in similar roles. Attend industry events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your customer service experience in detail. Think of specific examples where you went above and beyond for a client, as this is crucial for the role of an Account Handler.
✨Tip Number 4
Research the company culture of the insurance broker firm you're applying to. Understanding their values and mission can help you tailor your responses in interviews and show that you're a great fit for their team.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Account Handler position. Understand the key responsibilities and required skills, such as customer service excellence and experience with private clients.
Tailor Your CV: Customize your CV to highlight relevant experience in insurance or account handling. Emphasize any previous roles where you provided high levels of customer service or worked with commercial handlers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the insurance industry and your ability to meet the specific needs of the role. Mention your skills in obtaining quotes, closing business, and cross-selling.
Highlight Professional Development: If you have any relevant qualifications or are pursuing professional development opportunities, be sure to mention these in your application. This shows your commitment to growth in the field.
How to prepare for a job interview at Vermelo RPO
✨Showcase Your Customer Service Skills
Since the role emphasizes delivering a high level of customer service, be prepared to share specific examples from your past experiences where you successfully handled client inquiries or resolved issues.
✨Understand the Insurance Industry
Familiarize yourself with basic insurance concepts and terminology. This will help you communicate effectively with commercial handlers and account executives during the interview.
✨Prepare for Role-Specific Scenarios
Think about potential scenarios you might encounter in the role, such as handling mid-term adjustments or obtaining quotes. Be ready to discuss how you would approach these situations.
✨Highlight Your Teamwork Abilities
As the position involves working closely with others, emphasize your ability to collaborate and communicate effectively within a team. Share examples of successful teamwork from your previous roles.
