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.
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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 contracts, including clients, providers and colleagues. xgikmsk
Criteria – must be clearly demonstrated on CV
- Background in Insurance - Either at an Insurer or Broker is preferred but not essential.
- Background in Customer Service/Sales
Also, Essential
- 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
- Willing...
Insurance Account Handler in St Austell employer: Everywhen, part of the Ardonagh Group Careers
Join our dynamic team in East Grinstead, where we prioritise a supportive work culture that fosters personal and professional growth. As an Insurance Account Executive, you'll enjoy the flexibility to build meaningful client relationships while benefiting from a diverse range of products to offer. We believe in creating a fun and engaging environment that empowers our employees to thrive in their careers within a rapidly growing business.
Contact Details:
Everywhen, part of the Ardonagh Group Careers Recruitment Team
