At a Glance
- Tasks: Support clients with insurance queries and manage their portfolios effectively.
- Company: Join the Everywhen family, a caring and inclusive organisation.
- Benefits: 26 days holiday, career progression, mental wellbeing support, and volunteering opportunities.
- Other info: Great opportunities for personal growth and professional qualifications.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Experience in insurance and customer service, with strong communication skills.
The predicted salary is between 30000 - 40000 £ 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.
- Background in Insurance - Personal Lines
- 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
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.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
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.
Personal Lines Insurance Account Specialist in Belfast employer: NACBA
Everywhen is an exceptional employer that prioritises the wellbeing and professional growth of its employees. With a supportive work culture, generous holiday entitlement, and opportunities for career advancement through qualifications like CII or ACII, we empower our team to thrive both personally and professionally. Join us in a dynamic environment where your contributions are valued, and enjoy unique benefits such as a paid volunteering day and 24-hour support for mental and physical health.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Lines Insurance Account Specialist in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for those interviews! Research common questions for Account Handler roles and practice your responses. Make sure you can showcase your customer service skills and how you've handled client queries in the past.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Plus, it shows you’re genuinely interested in joining our Everywhen family!
We think you need these skills to ace Personal Lines Insurance Account Specialist in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Personal Lines Insurance Account Specialist. Highlight your background in insurance and customer service, and don’t forget to showcase those excellent communication skills we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention specific experiences that demonstrate your proactive attitude and ability to handle client queries effectively.
Showcase Your Organisational Skills:In this role, organisation is key! Use your application to illustrate how you manage your workload and maintain attention to detail, especially when dealing with multiple clients and their needs.
Apply Through Our Website:We want to hear from you! Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and get back to you quickly.
How to prepare for a job interview at NACBA
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of personal lines insurance. Understand the key products and services, as well as common client queries. This will help you demonstrate your expertise and confidence during the interview.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've successfully handled customer inquiries or resolved issues. Highlight your proactive attitude and ability to maintain a professional relationship with clients, as this is crucial for the role.
✨Practice Effective Communication
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering potential questions.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks, especially under pressure. Share specific strategies you use to stay organised and ensure that you can handle multiple client portfolios effectively.