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 professional growth.
- Other info: Diverse and inclusive environment 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:
- 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.
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 in Ardrossan employer: Sanderson Recruitment
Join a leading insurance brokerage in North Ayrshire that values its employees and fosters a supportive work culture. With a commitment to diversity and inclusion, the company offers excellent growth opportunities and encourages professional development, making it an ideal place for those looking to build a rewarding career in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler, North Ayrshire in Ardrossan
✨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 common questions related to account handling and insurance policies. We recommend practising your responses with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your attention to detail and communication skills. Use specific examples from your past experience to demonstrate how you've excelled in similar roles.
✨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 in Ardrossan
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Account Handler role. Highlight your relevant experience in the insurance industry and showcase your communication skills, as these are key for us.
Be Detail-Oriented:Since accuracy is crucial in this role, double-check your application for any typos or errors. We want to see that you pay attention to detail, just like you would when managing customer accounts.
Show Your Enthusiasm:Let your passion for the insurance sector shine through in your application. We love candidates who are excited about the role and can demonstrate their commitment to providing excellent service.
Apply Through Our Website:For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and get back to you quickly!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the insurance industry, especially personal lines. Familiarise yourself with common terms and processes, as well as the specific services offered by the company. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
As an Account Handler, you'll need to communicate effectively with both customers and insurers. During the interview, practice clear and concise communication. You might even want to prepare examples of how you've successfully managed queries or resolved issues in the past.
✨Demonstrate Attention to Detail
Since accuracy is key in this role, be ready to discuss how you ensure data integrity in your work. Bring up any tools or methods you use to double-check your work, and consider sharing a specific example where your attention to detail made a difference.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, team dynamics, and expectations for the Account Handler role. This not only shows your interest but also helps you determine if the company is the right fit for you.
