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For Companies At a Glance
- Tasks: Manage insurance accounts and provide top-notch customer service to clients.
- Company: Reputable insurance broker with a friendly and dedicated team.
- Benefits: Salary up to £28,000, plus benefits and a supportive work environment.
- Why this job: Join a trusted team and make a difference in clients' lives through insurance.
- Qualifications: Experience in the insurance sector and strong communication skills.
- Other info: Enjoy a professional growth path in a dynamic and collaborative setting.
The predicted salary is between 24000 - 32000 £ per year.
Location: New Milton
Hours: 35 hours per week, Monday to Friday
Salary: up to £28,000 plus benefits
The Job role
As an Account Handler, you will be contributing to a well respected and trusted insurance broker with a friendly and dedicated team, that provides cover for properties, large or small. You will ideally need to have some experience within the insurance sector.
Within the role you will be:
- Providing customer centric insurance products for the client’s clients
- Ensuring all enquiries are dealt with in a professional and timely manner
- Ensuring compliance with FCA requirements
Role Purpose:
To manage and service a portfolio of insurance clients, providing high-quality administrative and technical support throughout the policy lifecycle. The Account Executive ensures clients receive accurate advice, timely documentation, and a professional point of contact while supporting retention, compliance, and growth of the account.
Key Responsibilities:
- Client Servicing
- Act as the day-to-day point of contact for assigned clients
- Handle mid-term adjustments, renewals, cancellations, and general enquiries
- Ensure all client requests are dealt with accurately and within agreed SLAs
- Build and maintain strong, professional client relationships
- Prepare and issue insurance documentation (policies, endorsements, certificates, schedules)
- Obtain quotations from insurers and negotiate terms where appropriate
- Maintain accurate and compliant client records on internal systems
- Ensure documentation meets FCA and internal compliance standards
- Prepare renewal invitations in line with timescales
- Review claims history, sums insured, and risk details
- Liaise with insurers to secure competitive terms
- Support colleagues with renewal presentations where required
Insurance Account Handler in Hampshire employer: Innovus
Contact Detail:
Innovus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler in Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance sector and let them know you're on the hunt for an Account Handler role. 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 interviews by brushing up on your knowledge of FCA compliance and customer service best practices. We recommend practising common interview questions with a friend to boost your confidence and ensure you shine when it counts.
✨Tip Number 3
Showcase your experience! When you get the chance to chat with potential employers, highlight your previous roles and how they relate to managing client portfolios and providing top-notch service. Make sure they see you as the perfect fit for their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Insurance Account Handler in Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Account Handler role. Highlight any relevant experience in the insurance sector and showcase your customer service skills. We want to see how you can contribute to our friendly and dedicated team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the insurance industry and how your skills align with the job description. Remember, we love a personal touch, so let your personality come through!
Showcase Your Attention to Detail: As an Account Handler, attention to detail is key. In your application, make sure to demonstrate your ability to manage documentation accurately and comply with regulations. We’re looking for someone who can handle the nitty-gritty with ease!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Innovus
✨Know Your Insurance Basics
Brush up on your insurance knowledge before the interview. Understand key terms and concepts related to policies, claims, and compliance. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
As an Account Handler, you'll be the main point of contact for clients. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues. Highlighting your customer-centric approach will resonate well with the interviewers.
✨Familiarise Yourself with FCA Regulations
Since compliance is a big part of the role, make sure you have a basic understanding of FCA requirements. Being able to discuss how you would ensure compliance in your work will demonstrate your readiness for the position and your commitment to high standards.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, or growth opportunities. This shows that you're not just interested in the job, but also in how you can fit into their team and contribute positively.
