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 Scotland 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, ensuring that every team member can thrive in their role. Enjoy a collaborative environment where your contributions are recognised and rewarded, making it an ideal place for those seeking meaningful and fulfilling employment.
StudySmarter Expert Advice🤫
We think this is how you could land Account Handler, North Ayrshire in Scotland
✨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 attention to detail! During interviews, share examples of how you've accurately managed customer data or resolved queries. This will highlight your fit for the role and demonstrate your commitment to quality.
✨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 Scotland
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 sector and showcase how your skills align with what we're looking for.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your communication skills shine through, so make every word count!
Showcase Your Attention to Detail:Since accuracy is key in this role, demonstrate your attention to detail in your application. Double-check for any typos or errors before hitting send – we appreciate a polished submission!
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’s super easy!
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 around SME and commercial insurance solutions. Familiarise yourself with common terms and processes, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Communication Skills
As an Account Handler, you'll need to manage queries from both insurers and customers. Prepare examples of how you've effectively communicated in previous roles, whether it was resolving a complex issue or simply ensuring clarity in documentation.
✨Demonstrate Attention to Detail
This role requires high accuracy when entering customer details and preparing documents. Bring along examples of how you've maintained data integrity in past positions, and be ready to discuss your methods for double-checking your work.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations related to account handling, such as dealing with a difficult customer or managing tight deadlines. Think through your responses ahead of time, focusing on your problem-solving skills and ability to stay calm under pressure.
