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- Tasks: Manage key client relationships and ensure their insurance needs are met.
- Company: Join a thriving commercial insurance broker known for bespoke client service.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Be part of an innovative team that values relationship-building and client satisfaction.
- Qualifications: 3+ years in insurance, strong communication skills, and a full UK driving licence required.
- Other info: CII qualifications preferred; DBS check will be conducted.
The predicted salary is between 28800 - 48000 £ per year.
Our client is a commercial Insurance Broker based in Colchester who pride themselves on providing their clients a first-class bespoke service. With a forward-thinking, consultative approach to insurance broking, they are looking for a like-minded individual to join them as an Account Handler based at either their Colchester office.
The role of the Account Handler is to manage some of the business’ key client relationships as they continue to grow. As a developing business, they are seeking someone looking to join a thriving, dynamic insurance company offering a unique service to their clients.
Duties (include but are not limited to):
- Manage personable, professional relationships with clients regarding their insurance products
- Keep regular contact via phone, email and face-to-face meetings to ensure the right products are sought, opportunities are identified and client needs are fully serviced
- Interact with Claims staff when required, ensuring information is accurately recorded and passed on
- Regularly update CRM system with accurate client information and notes from contact
- Support colleagues in identifying and developing new business opportunities with new clients
- Review client renewal requirements and maintain proactive contact with clients prior to renewal, discussing options with clients, providing a tailored approach to their needs
- Liaise with Underwriters regarding underwriting papers
- Proactively engage with colleagues to support the development of this innovative business
- Ensure all duties are carried out in accordance with company procedures and FCA regulations
Person Specification:
- 3 years plus experience in insurance
- Full UK driving licence essential to occasionally travel to Borehamwood office
- Experience in sales/customer service/account management, preferably including meeting clients
- Good level of education with professional qualification or an enthusiasm to gain them
- Ensure confidentiality is always maintained
- Flexibility in your approach to work
- A personable team-player, confident and building effective relationships
- A competent user of technology who embraces change
- Previous experience as an Account Handler within an Insurance Broker
- CII qualifications to the appropriate level or willingness to undertake them
- Use of Acturis platform
- DBS/criminal records check to be carried out by employer: Yes
PLEASE NOTE WE RECEIVE A LARGE NUMBER OF APPLICATIONS PER VACANCY AND UNFORTUNATELY CANNOT RESPOND TO ALL APPLICANTS. THEREFORE, IF YOU HAVE NOT HEARD FROM US WITHIN A MONTH FROM APPLICATION DATE, IT IS LIKELY THAT YOU HAVE BEEN UNSUCCESSFUL.
If you have been successful, we will contact you by phone and begin taking you through our step-by-step recruitment process, doing our utmost to ensure the role is right for you, ascertaining your suitability in the process. This process will all be explained on initial contact.
Lighthouse Personnel Ltd are a Recruitment Agency working on behalf of a client.
Account Handler employer: Lighthouse Personnel LTD
Contact Detail:
Lighthouse Personnel LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarise yourself with the commercial insurance landscape. Understanding the key players, trends, and challenges in the industry will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the insurance sector, especially those who work as Account Handlers or in similar roles. Attend industry events or join online forums to build connections that could provide insights or even referrals for the position.
✨Tip Number 3
Brush up on your CRM skills, particularly if you have experience with Acturis or similar platforms. Being able to demonstrate your proficiency in managing client relationships through technology can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous experiences in sales and customer service. Think of specific examples where you've successfully managed client relationships or identified new business opportunities, as these will be crucial in showcasing your fit for the role.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Account Handler position. Tailor your application to highlight relevant experience in managing client relationships and working within the insurance sector.
Craft a Tailored CV: Ensure your CV reflects your experience in insurance, particularly in account management or customer service. Highlight any specific achievements or projects that demonstrate your ability to build relationships and manage client needs effectively.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your relevant experience and how it aligns with their forward-thinking approach. Be sure to convey your understanding of the importance of client relationships in the insurance industry.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance field.
How to prepare for a job interview at Lighthouse Personnel LTD
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of commercial insurance products and the specific services offered by the company. Being able to discuss these confidently will show that you're serious about the role.
✨Demonstrate Relationship Management Skills
Prepare examples from your past experience where you've successfully managed client relationships. Highlight how you maintained communication and tailored solutions to meet their needs, as this is crucial for the Account Handler position.
✨Familiarise Yourself with CRM Systems
Since the role involves updating a CRM system, it’s beneficial to have a basic understanding of how these systems work. If you’ve used Acturis or similar platforms before, be ready to discuss your experience with them.
✨Show Enthusiasm for Professional Development
Express your willingness to gain professional qualifications like CII. This demonstrates your commitment to the industry and your desire to grow within the company, which is something they value.
