At a Glance
- Tasks: Support clients with insurance queries and manage their portfolios daily.
- Company: Join the Everywhen family, a caring and inclusive organisation.
- Benefits: 26 days holiday, career progression, and mental wellbeing support.
- Other info: Enjoy a supportive environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in insurance or customer service is preferred.
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.
- 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
Benefits
- 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 day 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.
Insurance Account Handler - Personal Lines in Saffron Walden 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 an environment that values diversity and inclusion. Located in a vibrant community, Everywhen also offers unique benefits such as a paid volunteering day, ensuring you can contribute positively while developing your skills.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler - Personal Lines in Saffron Walden
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for an Account Handler role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for Account Handler positions 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 Insurance Account Handler - Personal Lines in Saffron Walden
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in insurance and customer service, as well as any relevant achievements that show you can handle the responsibilities of the Account Handler role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the role. Share specific examples of how you've successfully managed client relationships or resolved issues in the past, and don’t forget to express your enthusiasm for joining our Everywhen family!
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your application is clear and concise. Use proper grammar and structure, and consider how you can demonstrate your interpersonal skills through your writing style.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at NACBA
✨Know Your Insurance Basics
Make sure you brush up on your insurance knowledge, especially personal lines. Understand the key products and services offered by the company, 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 queries or resolved issues. Highlight your proactive attitude and how you maintained a positive relationship with clients, as this is crucial for the Account Handler role.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. You might be asked about how you handle multiple client requests simultaneously, so think of specific strategies you use to stay organised and efficient under pressure.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client relationships or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
