At a Glance
- Tasks: Support clients with insurance queries and manage their portfolios daily.
- Company: Join the Everywhen family, a caring and inclusive organisation.
- Benefits: 26 days holiday, career progression, and 24-hour wellbeing support.
- Other info: Enjoy a supportive environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in insurance or customer service is preferred.
The predicted salary is between 30000 - 40000 € per year.
The role of the Account Handler is to provide office-based support in the day-to-day running of the client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.
Key Responsibilities
- Ensure the smooth running of assigned portfolio on a day-to-day basis
- Achieve agreed retention rates
- Achieve cross selling and referral targets
- Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
- Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
- Independently respond to queries from both clients and insurers in a pro-active manner
- Resolve any identified discrepancies in provider documentation before sending to clients
- Maintain client records and data in line with our systems and protocols
- Provide a proactive professional telephone handling service for both internal & external contacts, including clients, providers and colleagues.
Criteria – must be clearly demonstrated on CV
- Background in Insurance – Either at an Insurer or Broker is preferred.
- Background in Customer Service/Sales
- Excellent communication and interpersonal skills
- Proactive attitude, with the ability to use initiative
- Excellent organisational skills
- The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
- Effective team working skills
- Influencing and negotiation skills
- Oral and written communication skills
- Commercial awareness
- Willingness to learn
- Resilience, to enable you to deal with problems and constructive criticism
In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
- Holiday entitlement of 26 days plus bank holidays increasing with length of service
- Opportunity to progress your career across the entire Everywhen family
- Gain CII or ACII qualifications to boost your knowledge and career prospects
- Pensions scheme for when you feel it’s time to retire
- 24-hour support for physical and mental wellbeing
- 1 day paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Insurance Account Handler - Personal Lines in Swansea employer: Everywhen company
Everywhen is an exceptional employer that prioritises the wellbeing and professional growth of its employees. With a supportive work culture, generous holiday entitlement, and opportunities for career advancement through qualifications like CII or ACII, you will thrive in an environment that values diversity and inclusion. Join us in our commitment to making a positive impact in the community while enjoying a fulfilling career as an Insurance Account Handler.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler - Personal Lines in Swansea
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, whether it's on LinkedIn or at local events. We all know that sometimes it's not just what you know, but who you know that can help you land that Account Handler role.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client handling and problem-solving. We suggest role-playing with a friend or using mock interview tools to boost your confidence and show off your proactive attitude!
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to highlight your experience in customer service and how you've effectively resolved client queries in the past. We want to see that you can be the first point of contact and handle issues like a champ.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our Everywhen family. So, hit that apply button and let’s get started!
We think you need these skills to ace Insurance Account Handler - Personal Lines in Swansea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in insurance and customer service, as well as any relevant achievements that show you can handle the responsibilities of the role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Insurance Account Handler position. Share specific examples of how you've successfully managed client relationships or resolved issues in the past.
Show Off Your Communication Skills:Since excellent communication is key for this role, ensure your written application is clear, concise, and free of errors. This is your chance to demonstrate your attention to detail and professionalism right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which we love!
How to prepare for a job interview at Everywhen company
✨Know Your Insurance Stuff
Make sure you brush up on your insurance knowledge, especially around personal lines. Understand the key products and services offered, as well as common client queries. This will help you demonstrate your expertise and show that you're ready to handle the day-to-day running of a client portfolio.
✨Show Off Your Communication Skills
Since you'll be the first point of contact for clients and providers, practice articulating your thoughts clearly and confidently. Role-play common scenarios with a friend or family member to get comfortable with responding to queries and resolving issues on the spot.
✨Demonstrate Proactivity
Employers love candidates who take initiative. Think of examples from your past where you've gone above and beyond to solve a problem or improve a process. Be ready to share these during your interview to showcase your proactive attitude.
✨Prepare for Pressure
The role requires excellent organisational skills and the ability to work under pressure. Prepare for situational questions that test your resilience and ability to manage multiple tasks. Practising how you would handle high-pressure situations can really set you apart.
