At a Glance
- Tasks: Support Account Executives and manage client portfolios in a dynamic insurance environment.
- Company: Join a leading independent insurance broker with a focus on diversity and inclusion.
- Benefits: Enjoy 26 days holiday, career progression, and mental wellbeing support.
- Other info: Opportunities for professional qualifications and a supportive team culture.
- Why this job: Make a real impact while developing your skills in the insurance industry.
- Qualifications: Experience in insurance or customer service, with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
We are a UK-based independent insurance broker and we are looking for an Account Handler in Cornwall. The Account Handler provides office-based support to the assigned Account Executive in the day-to-day running of the client portfolio, handling all client and provider queries and ensuring contract renewals and required actions are completed.
Key Responsibilities
- Ensure the smooth running of assigned portfolio on a day-to-day basis
- Develop, maintain and cultivate constructive and professional relationships with clients and insurers at all levels
- Act as 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 pro‑actively, while keeping consultants informed as appropriate
- Co‑ordinate administration of schemes including invoicing, membership data, claims data, communication materials and related queries
- Prepare template client reports as requested by the Account Executive
- Resolve any identified discrepancies in provider documentation before sending to clients
- Periodically attend client meetings with the Account Executive, subject to the agreement of the Account Handler Team Leader and team resourcing
- Maintain client records and data in line with Everywhen systems and protocols
- Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and Everywhen colleagues
Essential Criteria
- Background in Insurance – either at an insurer or broker
- Background in Customer Service/Sales
- Excellent communication and interpersonal skills
- Proactive attitude with the ability to use initiative
- Excellent organisational skills
- Ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
- Effective teamwork skills
- Influencing and negotiation skills
- Oral and written communication skills
- Commercial awareness
- Willingness to learn
- Resilience to handle problems and constructive criticism
Benefits
- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Everywhen family
- Gain CII or ACII qualifications to boost your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24‑hour support for physical and mental wellbeing
- One paid volunteering day to give back to our communities
- The Spotlight Awards, recognising outstanding talent across the 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.
Insurance Account Handler in Redruth employer: Everywhen
Everywhen is an exceptional employer, offering a supportive and inclusive work culture in the beautiful setting of Cornwall. With a strong focus on employee growth, you will have opportunities to gain professional qualifications and advance your career within the company. Enjoy generous benefits such as 26 days of holiday, a pension scheme, and dedicated support for your wellbeing, all while being part of a team that values diversity and empowers you to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler in Redruth
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at Everywhen. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of insurance products and customer service best practices. We want you to show off your skills and how you can handle client queries like a champ!
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows that you’re genuinely interested in the role. Plus, it’s a great way to reiterate your enthusiasm for joining the team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to go directly to the source!
We think you need these skills to ace Insurance Account Handler in Redruth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Handler role. Highlight your experience in insurance and customer service, and don’t forget to showcase those excellent communication skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team in Cornwall. Mention specific experiences that relate to the key responsibilities outlined in the job description.
Show Off Your Proactive Attitude:We love candidates who take initiative! In your application, share examples of how you've proactively solved problems or improved processes in previous roles. This will show us you’re ready to hit the ground running.
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’s super easy to do!
How to prepare for a job interview at Everywhen
✨Know Your Insurance Stuff
Brush up on your insurance knowledge before the interview. Understand the basics of how brokers operate and be ready to discuss your previous experience in the industry. This will show that you’re not just a good communicator, but also someone who knows the ins and outs of the role.
✨Show Off Your People Skills
As an Account Handler, you'll be dealing with clients and insurers regularly. Prepare examples of how you've built and maintained professional relationships in the past. Think about times when you resolved conflicts or handled difficult situations with grace.
✨Be Organised and Detail-Oriented
Since the role involves managing client portfolios and handling various queries, demonstrate your organisational skills. Bring a portfolio or notes that showcase your ability to keep track of multiple tasks and details. Mention any tools or systems you’ve used to stay organised.
✨Ask Smart Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, the types of clients you’ll be working with, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.