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- Tasks: Join us as an Account Handler to manage and service insurance policies for clients.
- Company: JRRL is a well-established company based in Bromley, focused on client satisfaction.
- Benefits: Enjoy 25 days of holiday, a company pension, and full training.
- Why this job: This role offers hands-on experience in insurance broking with a supportive team culture.
- Qualifications: Competence in Microsoft Office and understanding of insurance principles are essential.
- Other info: Full-time position with a salary range of £26,000 - £28,000 based on experience.
JRRL are seeking an Account Handler to join their client based in Bromley.
Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.
This is a client facing role to service and manage existing and new insurance policies for clients.
Duties for the Account Handler:
Liaising with clients, taking them through sales process.
Researching and providing new quotations.
Proactively speaking to former clients and previous enquirers to offer quotations at next renewal.
Managing timely renewal of policies and processing the renewal.
Collecting payment and arranging payment where required under finance schemes.
Person Specification for the Account Handler:
Competent with the use of Microsoft Office Suite.
Understanding the principles of insurance broking dealing with household policies.
Experience of FCA (Financial Conduct Authority) protocols.
Understanding of GDPR processes.
Salary: £26,000 – £28,000pa (dependant on experience)
Hours: Monday to Friday 9am till 5.30pm
Benefits:
25 days Holidays + bank holidays
Company Pension
Established company.
Full training will be given.
This role is a full-time, permanent position. The salary range reflects the candidate\’s level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role\’s requirements, while the higher end is for candidates who possess the exact skills and experience outlined above
Account Handler employer: Julie Rose Recruitment
Contact Detail:
Julie Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarize yourself with the principles of insurance broking, especially household policies. This knowledge will help you engage confidently with clients and demonstrate your understanding of their needs during the interview.
✨Tip Number 2
Brush up on your Microsoft Office skills, particularly Excel and Word. Being proficient in these tools will not only help you in the role but also show that you're ready to hit the ground running.
✨Tip Number 3
Understand FCA protocols and GDPR processes thoroughly. Being able to discuss these regulations during your conversation will highlight your professionalism and readiness for the role.
✨Tip Number 4
Prepare to discuss how you would proactively reach out to former clients and manage renewals. Having a strategy in mind will impress the hiring team and show your initiative.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Account Handler position. Understand the key responsibilities and required skills, such as client liaison, insurance policy management, and knowledge of FCA protocols.
Tailor Your CV: Customize your CV to highlight relevant experience in insurance broking and client management. Emphasize your proficiency with Microsoft Office Suite and any previous roles that involved handling insurance policies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and explains why you are a good fit. Mention specific experiences that demonstrate your understanding of the insurance industry and your ability to manage client relationships.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance sector.
How to prepare for a job interview at Julie Rose Recruitment
✨Understand the Insurance Basics
Make sure you have a solid grasp of insurance principles, especially regarding household policies. This knowledge will help you answer questions confidently and demonstrate your understanding of the industry.
✨Familiarize Yourself with FCA Protocols
Since experience with FCA protocols is essential for this role, review the key regulations and guidelines. Being able to discuss these during your interview will show that you are well-prepared and knowledgeable.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you successfully managed client relationships. Highlight your ability to communicate effectively and handle inquiries, as this is a client-facing role.
✨Demonstrate Proficiency in Microsoft Office
As the job requires competence in Microsoft Office Suite, be ready to discuss how you've used these tools in previous roles. Mention any specific tasks or projects where you utilized these applications to enhance your work.
