At a Glance
- Tasks: Support clients with their insurance needs and manage day-to-day account activities.
- Company: Join the Everywhen family, a supportive and inclusive workplace.
- Benefits: 26 days holiday, career progression, mental wellbeing support, and volunteering opportunities.
- Other info: Dynamic team environment with opportunities for professional development and recognition.
- Why this job: Make a real difference in clients' lives while growing your career in insurance.
- Qualifications: Customer service experience and strong communication skills are essential.
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
Criteria - must be clearly demonstrated on CV
- Background in Insurance - Either at an Insurer or Broker is preferred but not essential.
- Background in Customer Service/Sales - Also, Essential
- 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
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.
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.
Personal Lines Insurance: Client Account Specialist 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, you will thrive in a dynamic environment that values diversity and inclusion. Join us in making a meaningful impact while enjoying a fulfilling career as a Client Account Specialist.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Lines Insurance: Client Account Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions related to client account handling. Think about how your past experiences align with the role's requirements, and be ready to share specific examples that showcase your skills.
✨Tip Number 3
Show off your proactive attitude! During interviews, highlight times when you took the initiative to solve problems or improve processes. This will demonstrate that you’re not just a follower but someone who can drive results.
✨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 genuinely interested in joining our Everywhen family.
We think you need these skills to ace Personal Lines Insurance: Client Account Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Account Specialist. Highlight any relevant experience in insurance or customer service, and don’t forget to showcase your communication skills and proactive attitude!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific examples from your past that demonstrate your organisational skills and ability to handle client queries.
Showcase Your Soft Skills:The job requires excellent interpersonal skills, so make sure to highlight these in your application. Talk about how you've built relationships in previous roles and how you handle pressure and constructive criticism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at NACBA
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around personal lines. Understand the basics of client portfolios, quotes, and renewals. This will help you answer questions confidently and show that you're serious about the role.
✨Show Off Your People Skills
As a Client Account Specialist, you'll be the first point of contact for clients and providers. Prepare examples of how you've successfully handled customer queries or resolved issues in the past. This will demonstrate your communication and interpersonal skills.
✨Be Proactive
During the interview, highlight your proactive attitude. Share instances where you took the initiative to solve problems or improve processes. This aligns perfectly with the role's requirement to independently respond to queries and maintain client relationships.
✨Stay Organised Under Pressure
The job requires excellent organisational skills, especially when dealing with large amounts of information. Be ready to discuss how you manage your time and prioritise tasks, particularly in high-pressure situations. This will show that you can handle the demands of the role.
