Insurance Account Handler

Insurance Account Handler

Scotland Full-Time 30000 - 38000 £ / year (est.) No home office possible
C

At a Glance

  • Tasks: Help clients with their insurance needs and build strong relationships.
  • Company: Join a supportive team near Inverness focused on customer service excellence.
  • Benefits: Enjoy a competitive salary, career development opportunities, and a dynamic work environment.
  • Why this job: Be part of a growing industry while making a real impact for clients.
  • Qualifications: Experience in account handling and strong communication skills are essential.
  • Other info: CII qualifications are a plus, but passion and dedication matter most!

The predicted salary is between 30000 - 38000 £ per year.

Our client is looking to appoint an experienced Account Handler to join their team based near Inverness. The purpose of the role is to retain existing customers and write new business by development of relationships and delivery of excellent customer service. This is an excellent career opportunity within a busy and highly supportive environment, offering the opportunity for further personal and professional development.

Duties include:

  • Provide quality service to clients, obtaining extensive details of commercial insurance requirements and arranging appropriate cover at a competitive premium.
  • Determine requirements, solutions and strategies that meet the clients needs and deliver profitable business for clients ranging in size and sector.
  • Place commercial lines business within approved markets to meet the clients needs.
  • Build effective relationships, with clients and a range of external contacts in order to maximise business opportunities.
  • Liaise with associates, insurers and external specialists to source appropriate cover.
  • Maintain relationships with insurers.
  • Develop and maintain a profile within the insurance market to maximise business development opportunities.
  • Work with colleagues across the business to identify and maximise opportunities for growth.
  • Review policies and client information.
  • Maintain up to date industry knowledge and advise clients of regulatory and market changes that may impact their business and required cover.
  • Carry out regular reviews in advance of renewals.
  • Identify new business opportunities and cross selling of products.

Person Specification:

  • Previous experience in a similar Account Handler role, preferably within commercial lines insurance.
  • Client service and administrative experience.
  • Strong interpersonal and communication skills and the ability to build lasting client relationships.
  • Knowledge of industry regulations and the ability to work within processes and systems with a high level of accuracy and attention to detail.
  • Understanding of the broking insurance market and the importance of regulation and compliance.
  • CII qualifications would be advantageous.

Insurance Account Handler employer: Castle View Personnel

Join a dynamic team as an Insurance Account Handler in Inverness, where you will thrive in a supportive work culture that prioritises personal and professional growth. With competitive salaries and opportunities for further development, this role offers the chance to build lasting client relationships while delivering exceptional service in a busy environment. Experience the unique advantage of working in a picturesque location that fosters both career advancement and a fulfilling lifestyle.
C

Contact Detail:

Castle View Personnel Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Account Handler

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the insurance industry. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated, which is crucial for an Insurance Account Handler.

✨Tip Number 2

Network with professionals in the insurance sector, especially those who work in commercial lines. Attend industry events or join relevant online forums to build connections that could lead to job opportunities at StudySmarter.

✨Tip Number 3

Prepare to discuss specific examples of how you've successfully built client relationships in previous roles. Highlighting your interpersonal skills and customer service experience will be key in showcasing your fit for this position.

✨Tip Number 4

Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your answers during the interview and show that you're genuinely interested in being part of our team.

We think you need these skills to ace Insurance Account Handler

Client Relationship Management
Commercial Insurance Knowledge
Attention to Detail
Interpersonal Skills
Communication Skills
Regulatory Knowledge
Problem-Solving Skills
Negotiation Skills
Sales Skills
Administrative Skills
Market Analysis
Cross-Selling Techniques
Time Management
Team Collaboration
CII Qualifications (desirable)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in account handling and commercial lines insurance. Use specific examples that demonstrate your ability to build client relationships and provide excellent customer service.

Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the role. Emphasise your previous experience, particularly in retaining customers and developing new business, and explain why you are a great fit for the company.

Showcase Your Industry Knowledge: In your application, mention any knowledge of industry regulations and market changes. This will show that you are proactive and understand the importance of compliance in the insurance sector.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance industry.

How to prepare for a job interview at Castle View Personnel

✨Showcase Your Experience

Be prepared to discuss your previous experience in account handling, especially within commercial lines insurance. Highlight specific examples where you've successfully retained clients or developed new business relationships.

✨Demonstrate Customer Service Skills

Since the role focuses on delivering excellent customer service, think of instances where you've gone above and beyond for a client. This will show your commitment to client satisfaction and your ability to build lasting relationships.

✨Stay Updated on Industry Knowledge

Familiarise yourself with current industry regulations and market changes. Being able to discuss these topics during the interview will demonstrate your proactive approach and understanding of the insurance landscape.

✨Prepare Questions for the Interviewers

Have a few thoughtful questions ready to ask about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Insurance Account Handler
Castle View Personnel
C
  • Insurance Account Handler

    Scotland
    Full-Time
    30000 - 38000 £ / year (est.)

    Application deadline: 2027-06-22

  • C

    Castle View Personnel

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>