Find a job 
Featured Companies 
Featured Universities 
For Companies 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 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 28800 - 43200 £ 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
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
Contact Detail:
Everywhen Recruiting Team
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, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Account Handlers and practice your responses. Show off your knowledge about the company and the role, and don’t forget to highlight your customer service skills!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows you're genuinely interested and keeps you on their radar.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining us. Plus, it gives you a better chance of standing out in the crowd!
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 background in insurance, customer service, and any relevant skills that match the job description. We want to see how you can bring value to 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 past 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
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around personal lines. Understand the key responsibilities of an Account Handler and be ready to discuss how your background in insurance or customer service aligns with these duties.
✨Showcase Your Communication Skills
As the first point of contact for clients and providers, excellent communication is crucial. Prepare examples of how you've effectively handled client queries or resolved issues in the past. This will demonstrate your proactive attitude and interpersonal skills.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. Share specific instances where you've successfully maintained attention to detail while working under pressure, as this is key for managing a client portfolio.
✨Emphasise Teamwork and Resilience
Highlight your ability to work well in a team and how you've dealt with constructive criticism. Discuss any experiences where you've influenced or negotiated outcomes, showing that you can cultivate professional relationships with clients and insurers alike.