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 mental wellbeing support.
- Other info: Enjoy a supportive environment with opportunities for professional development.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Customer service experience and strong communication skills are essential.
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 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
- 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
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.
We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Account Handler - Personal Lines Insurance employer: Everywhen
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 a role where your contributions are recognised and rewarded, and enjoy the unique advantage of being part of a family-oriented organisation committed to making a positive impact in the community.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler - Personal Lines Insurance
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those who work as Account Handlers. Use LinkedIn or local meetups to connect and chat about their experiences. You never know who might have a lead on a job!
✨Tip Number 2
Prepare for those interviews! Research common questions for Account Handler roles and practice your answers. Make sure you can showcase your customer service skills and how you handle pressure – it’s all about demonstrating that proactive attitude!
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications and updates!
We think you need these skills to ace Account Handler - Personal Lines Insurance
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any background in insurance or customer service, as well as your excellent communication skills. We want to see how you can fit into our Everywhen family!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your proactive attitude and organisational skills make you a great fit. Remember, we love seeing enthusiasm for the position!
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your ability to meet targets and maintain client relationships. We appreciate candidates who can show us their impact in previous roles!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Everywhen
✨Know Your Insurance Basics
Brush up on your insurance knowledge, especially personal lines. Understand common terms and processes, as this will help you answer questions confidently and show that you're proactive about the role.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've successfully handled client queries or resolved issues. Highlight your communication skills and how you maintain professionalism under pressure.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage multiple tasks and prioritise effectively. You might be asked about handling a busy portfolio, so think of specific strategies you use to stay organised and detail-oriented.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company culture and growth opportunities. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
