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 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 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 Slough 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 in Slough
✨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 Handlers. 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 want you to shine when discussing how you can handle queries and manage accounts effectively!
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've accurately recorded customer information or managed complex queries. This will highlight your fit for the role and impress potential employers.
✨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 Slough
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 or financial services industry, and don’t forget to showcase your communication skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to creating documents and managing customer queries, as these are key parts of the job.
Showcase Your Skills:Don’t just list your skills; demonstrate them! If you’ve got experience with MS Office, CDL, or Acturis, make sure to mention how you’ve used these tools effectively in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our diverse and inclusive team!
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 related to SMEs and commercial solutions. 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, focusing on how you would handle customer queries.
✨Highlight Your Attention to Detail
Since accuracy is crucial in this role, be prepared to discuss examples from your past experience where your attention to detail made a difference. Whether it’s ensuring data integrity or managing documentation, showcasing your meticulous nature will impress the interviewers.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company 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.
