At a Glance
- Tasks: Support clients with insurance queries and manage their portfolios effectively.
- Company: Join the Everywhen family, a caring and inclusive organisation.
- Benefits: 26 days holiday, career progression, and mental 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 contracts, 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 days paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group
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.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Insurance Account Handler - Personal Lines in Swansea employer: Everywhen, part of the Ardonagh Group
Join our friendly team in Saffron Walden as an Insurance Account Handler, where you'll enjoy a supportive work culture that prioritises your wellbeing and career growth. With flexible working options, a generous bonus structure, and opportunities to gain industry qualifications, we empower you to thrive both personally and professionally. Experience a rewarding career with the UK's largest independent Insurance Brokers, where your contributions are valued and recognised.
Contact Details:
Everywhen, part of the Ardonagh Group Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler - Personal Lines in Swansea
✨Tip Number 1
Get to know the company culture! Before your interview, check out their website and social media. This will help you understand their values and how you can fit in, making it easier to connect with the interviewers.
✨Tip Number 2
Practice makes perfect! Run through common interview questions with a friend or in front of the mirror. This will help you feel more confident and articulate when discussing your experience in insurance and customer service.
✨Tip Number 3
Show off your skills! Be ready to share specific examples of how you've handled client queries or resolved issues in the past. This will demonstrate your proactive attitude and problem-solving abilities, which are key for the Account Handler role.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
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 is tailored to the role of Insurance Account Handler. Highlight your experience in insurance, customer service, and any relevant skills that match the job description. We want to see how you can fit into our team!
Show Off Your Communication Skills:Since you'll be the first point of contact for clients and providers, it's crucial to showcase your excellent communication skills. Use clear and concise language in your application to demonstrate your ability to convey information effectively.
Be Proactive in Your Cover Letter:In your cover letter, show us your proactive attitude! Mention specific examples of how you've taken initiative in previous roles, especially in resolving client queries or managing portfolios. We love seeing candidates who take charge!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our Everywhen family!
How to prepare for a job interview at Everywhen, part of the Ardonagh Group
✨Know Your Insurance Basics
Before the interview, brush up on your insurance knowledge, especially personal lines. Understand common terms and processes, as well as the role of an Account Handler. This will help you answer questions confidently and show that you're serious about the position.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've excelled in customer service or sales. Highlight situations where you resolved issues proactively or built strong relationships with clients. This will demonstrate your ability to meet the expectations of both clients and insurers.
✨Practice Your Communication Style
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend. Focus on how you can convey complex information simply, as this will be crucial when dealing with client queries.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your time and stay organised, especially under pressure. Share specific strategies or tools you use to keep track of tasks and deadlines. This will reassure the interviewer that you can handle the day-to-day running of a client portfolio effectively.
