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 with support for diverse backgrounds and career growth.
- Other info: Opportunities for professional development and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the insurance industry.
- 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 Edinburgh 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 commitment to employee well-being and a collaborative environment, we ensure that every team member feels valued and empowered to succeed.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler, North Ayrshire in Edinburgh
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Sanderson Recruitment). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Sanderson Recruitment. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Handler, North Ayrshire in Edinburgh
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Sanderson Recruitment.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Sanderson Recruitment. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Sanderson Recruitment to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Sanderson Recruitment, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Sanderson Recruitment's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
