At a Glance
- Tasks: Create and manage documents for new customers and handle policy queries.
- Company: Leading insurance brokerage focused on SME and commercial solutions.
- Benefits: Inclusive workplace, supportive culture, and opportunities for growth.
- Other info: Diverse community welcoming applicants from 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 25000 - 35000 £ 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, North Ayrshire employer: Sanderson Recruitment
Join a leading insurance brokerage in North Ayrshire, where your role as an Account Handler will be pivotal in delivering exceptional service to our SME and commercial clients. We pride ourselves on fostering a supportive work culture that values diversity and inclusion, offering ample opportunities for professional growth and development. With a focus on teamwork and innovation, we ensure our employees are equipped with the tools and resources they need to thrive in their careers while making a meaningful impact in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler, North Ayrshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about openings for Account Handler roles. A friendly chat can sometimes lead to opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of insurance policies and customer service best practices. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss specific examples of how you've handled customer queries or managed accounts effectively.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Account Handler, North Ayrshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Handler role. Highlight your experience in the insurance sector and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to creating documents and managing customer queries, as these are key parts of the job.
Show Off Your Attention to Detail:Since accuracy is crucial in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your written application!
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. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of insurance products and services, especially those relevant to SMEs. Familiarise yourself with common terms and processes, as this will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Communication Skills
As an Account Handler, you'll need to communicate effectively with both customers and insurers. Practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate potential interview questions and responses.
✨Be Detail-Oriented
Highlight your attention to detail during the interview. Bring examples of how you've successfully managed customer data or handled complex queries in the past. This will show that you understand the importance of accuracy in this role.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewer about the company culture, team dynamics, or specific challenges they face. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
