At a Glance
- Tasks: Create documents for new customers and manage queries about their policies.
- Company: Leading insurance brokerage focused on SME and commercial solutions.
- Benefits: Inclusive workplace with opportunities for growth and development.
- Other info: Diverse and supportive environment welcoming all backgrounds.
- Why this job: Join a dynamic team and make a real difference in customer service.
- Qualifications: 1 year of experience in Personal Lines and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A leading insurance brokerage specialising in SME and commercial insurance solutions is seeking a dedicated professional to join the company as an Account Handler. They are looking for someone who will play a pivotal role in creating documents for new customers, ensuring all customer details are recorded accurately and entered onto the system, and obtaining renewal terms for customers. You will be responsible for preparing renewal closings from meeting minutes, managing insurer and customer queries about their policies, and dealing with account queries and credit control matters.
What you'll be doing:
- Creating documents for new customers, along with any mid-term adjustments and renewals information.
- Ensuring all customer details are recorded accurately and entered onto the system in a timely fashion to ensure data integrity.
- Obtaining renewal terms for customers, always ensuring you've explored other options before providing the best available solution.
- Preparing renewal closings from meeting minutes and ensuring cover is bound by the renewal date.
- Managing insurer and customer queries about their policies, confirming cover with relevant insurers, processing policies, and chasing up outstanding documentation when required.
- Dealing with account queries and credit control matters, highlighting any concerns.
- Applying fundamental legal and regulatory policy in relation to internal policies and the insurance contract as required.
What we're looking for:
- Minimum of 1 year of Personal Line experience.
- Previous experience in the insurance/financial services industry.
- Outstanding communication and interpersonal skills.
- Strong planning and analytical skills with high accuracy and attention to detail.
- Being proficient in MS Office; CDL and Acturis experience would be advantageous.
Reasonable Adjustments: Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.
Account Handler, Irvine employer: Sanderson Recruitment Plc
As a leading insurance brokerage in Irvine, we pride ourselves on fostering a supportive and inclusive work environment where every employee can thrive. Our commitment to professional development ensures that as an Account Handler, you will have ample opportunities for growth and advancement, while our collaborative culture encourages teamwork and innovation. With a focus on employee well-being and a diverse community, we offer a rewarding career path in the dynamic field of insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler, Irvine
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at the brokerage. A friendly chat can sometimes lead to a referral, which is golden when it comes to landing that Account Handler role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of SME and commercial insurance solutions. We want you to show off your expertise and how you can contribute to the team. Think about real-life examples where you've handled customer queries or managed accounts effectively.
✨Tip Number 3
Don’t forget to follow up after your interview! A quick thank-you email can keep you fresh in their minds and shows your enthusiasm for the position. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Account Handler role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll have access to all the latest job openings and updates directly from us, making your job search smoother.
We think you need these skills to ace Account Handler, Irvine
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Handler role. Highlight your experience in the insurance industry and any relevant skills that match the job description. We want to see how you fit into our team!
Show Off Your Attention to Detail:Since accuracy is key in this role, demonstrate your attention to detail in your application. Double-check for typos and ensure all information is correct. It’s a great way to show us you’re the right fit!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and get to the point quickly. We appreciate brevity, especially when it comes to managing customer queries and documentation.
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 don’t miss out on any important updates during the recruitment process!
How to prepare for a job interview at Sanderson Recruitment Plc
✨Know Your Stuff
Make sure you brush up on your knowledge of insurance policies and the specific services the company offers. Familiarise yourself with common terms and processes in the industry, as this will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As an Account Handler, you'll need to communicate effectively with both customers and insurers. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experience to demonstrate how you've successfully managed queries or resolved issues.
✨Be Detail-Oriented
Attention to detail is crucial in this role. Prepare for the interview by thinking of instances where your meticulous nature has helped you avoid mistakes or improve processes. Highlight these experiences to show that you can maintain high accuracy in your work.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use (like MS Office, CDL, or Acturis), or how they handle customer feedback. This not only shows your interest but also helps you gauge if the company is the right fit for you.
