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For Companies At a Glance
- Tasks: Support clients in the Motor Trade with renewals and exceptional service.
- Company: Join Lockton, a leader in insurance with a focus on client satisfaction.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Make a difference in clients' experiences while growing your skills in insurance.
- Qualifications: Experience in insurance support and a passion for customer service.
- Other info: Dynamic role with opportunities for professional growth and teamwork.
The predicted salary is between 36000 - 60000 £ per year.
The Account Handler will play a key role in supporting the Account Executive in the servicing, retention, and renewal of a portfolio of Specialist Motor Trade clients. The role is heavily focused on the effective delivery of renewals, day-to-day client service, and high-quality technical and administrative support, ensuring clients receive a consistently excellent experience in line with Lockton standards and regulatory requirements.
Candidate Profile
- Previous experience in an Account Handler or similar insurance support role.
- Good working knowledge of Specialist Motor Trade Insurance.
- Strong focus on customer service, accuracy, and attention to detail.
- Proven ability to manage renewals and administrative workloads to strict deadlines.
- Confident communicator, able to liaise effectively with clients, insurers, and internal teams.
- Organised, proactive, and comfortable working as part of a wider client servicing team.
Key Responsibilities
- Client Service & Renewals
- Provide day-to-day servicing support to clients, acting as a key point of contact for routine queries and requests.
- Support the Account Executive in the timely and accurate management of all renewals, ensuring completion by due dates.
- Obtain renewal and mid-term quotations from insurers in accordance with Lockton strategy and client instructions.
- Prepare renewal documentation, including presentations, summaries of cover, and supporting market information.
- Assist with changes in cover, risk amendments, and mid-term adjustments, ensuring prompt and accurate processing.
- Policy & Technical Administration
- Prepare and issue policy documentation in accordance with regulatory requirements and Lockton procedures.
- Check policy documents for accuracy prior to issue to clients.
- Maintain accurate client records and documentation using in-house systems.
- Support the Account Executive with placement documentation and insurer correspondence.
- Customer Experience & Relationship Support
- Deliver a high standard of customer service, ensuring all queries are handled efficiently and professionally.
- Support client retention by ensuring renewals and service activities are completed accurately and on time.
- Liaise with insurers and internal stakeholders to resolve client and account queries.
- Assist with the resolution of accounts and invoicing queries, ensuring accuracy and timeliness.
- Management Information & Compliance
- Provide management information and reports as required.
- Ensure all work is carried out in line with FCA regulations, internal compliance standards, and Lockton procedures.
- Support audits and internal reviews where required.
Account Handler - Motor Trade in Peacehaven employer: Lockton Companies
Contact Detail:
Lockton Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler - Motor Trade in Peacehaven
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry, especially those who work with Specialist Motor Trade clients. Attend events, join online forums, and don’t be shy to reach out on LinkedIn – you never know who might have the inside scoop on job openings.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers or during interviews, make sure you can clearly explain how your experience aligns with the role of an Account Handler. Highlight your customer service skills and attention to detail – these are key in this line of work!
✨Tip Number 3
Show off your organisational skills! In interviews, share examples of how you've managed renewals and administrative tasks under tight deadlines. This will demonstrate that you’re not just a good communicator but also someone who can handle the pressure and keep everything running smoothly.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm for joining our team. Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Account Handler - Motor Trade in Peacehaven
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Handler role. Highlight your previous experience in insurance support and any specific knowledge of Specialist Motor Trade Insurance. We want to see how your skills match what we're looking for!
Show Off Your Customer Service Skills: Since this role is all about client service, don’t forget to showcase your customer service experience. Share examples of how you've gone above and beyond for clients in the past. We love a proactive approach!
Be Detail-Oriented: Attention to detail is key in this role, so make sure your application is free from typos and errors. Double-check everything before you hit send. We appreciate accuracy and want to see that reflected in your application!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes directly to us. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Lockton Companies
✨Know Your Stuff
Make sure you brush up on your knowledge of Specialist Motor Trade Insurance. Familiarise yourself with common policies, terms, and the specific needs of motor trade clients. 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
Since this role is heavily focused on client service, prepare examples from your past experiences where you've gone above and beyond for a client. Think about how you handled difficult situations or ensured a smooth renewal process. This will demonstrate your commitment to providing excellent service.
✨Be Organised and Proactive
The job requires managing renewals and administrative tasks under tight deadlines. Bring a planner or a digital tool to the interview to show how you keep track of your workload. Discuss your strategies for prioritising tasks and staying organised, as this will highlight your ability to handle the demands of the role.
✨Communicate Clearly
As a confident communicator, practice articulating your thoughts clearly and concisely. Prepare to discuss how you would liaise with clients, insurers, and internal teams. Role-play potential scenarios with a friend to refine your communication style and ensure you come across as approachable and professional.
