At a Glance
- Tasks: Support clients daily, manage portfolios, and handle queries with professionalism.
- Company: Join the Everywhen family, a supportive and inclusive workplace.
- Benefits: 26 days holiday, career progression, mental wellbeing support, and volunteering opportunities.
- Other info: Diversity and inclusion are at our core; bring your whole self to work.
- Why this job: Make a real impact by building relationships and helping clients succeed.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 30000 - 40000 £ per year.
Overview
The role of the Account Handler is to provide office-based support in the day-to-day running of the client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.
Responsibilities
- Ensure the smooth running of assigned portfolio on a day-to-day basis
- Achieve agreed retention rates
- Achieve cross selling and referral targets
- Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
- Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
- Independently respond to queries from both clients and insurers in a pro-active manner
- Resolve any identified discrepancies in provider documentation before sending to clients
- Maintain client records and data in line with our systems and protocols
- Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues.
Criteria
- Background in Insurance - Either at an Insurer or Broker is preferred but not essential.
Essential
- Excellent communication and interpersonal skills
- Proactive attitude, with the ability to use initiative
- Excellent organisational skills
- The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
- Effective team working skills
- Influencing and negotiation skills
- Oral and written communication skills
- Commercial awareness
In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing.
Benefits
- Holiday entitlement of 26 days plus bank holidays increasing with length of service
- Opportunity to progress your career across the entire Everywhen family
- Gain CII or ACII qualifications to boost your knowledge and career prospects
- Pensions scheme for when you feel it’s time to retire
- 24-hour support for physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- The Spotlight Awards, where we shine a light on the brightest talent across our group
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Account Handler employer: Stanhope Cooper
Contact Detail:
Stanhope Cooper Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the hunt for an Account Handler role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your communication skills. As an Account Handler, you'll need to be the go-to person for clients and providers, so practice articulating your thoughts clearly and confidently. Mock interviews with friends can really help!
✨Tip Number 3
Show off your proactive attitude! During interviews, share examples of how you've taken initiative in past roles. Whether it’s resolving client issues or improving processes, demonstrating your ability to think on your feet will set you apart.
✨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 are genuinely interested in joining our Everywhen family. So, get that application in and let’s make it happen!
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Handler role. Highlight your relevant experience in insurance, communication skills, and any proactive initiatives you've taken in previous jobs. We want to see how you can fit into our Everywhen family!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with our needs. Be sure to mention your organisational skills and ability to work under pressure – we love that!
Showcase Your Communication Skills: As an Account Handler, you'll be the first point of contact for clients and providers. Make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we’re all about effective communication here at StudySmarter!
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 ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Stanhope Cooper
✨Know Your Portfolio
Before the interview, make sure you understand the basics of portfolio management and client handling. Familiarise yourself with common queries and issues that arise in the insurance sector. This will help you demonstrate your proactive attitude and ability to handle day-to-day enquiries effectively.
✨Showcase Your Communication Skills
As an Account Handler, communication is key. Prepare examples of how you've successfully communicated with clients or resolved issues in the past. Practise articulating your thoughts clearly and confidently, as this will reflect your interpersonal skills during the interview.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and organise tasks, especially under pressure. You might want to share specific tools or methods you use to keep track of client records and data. This will show that you can maintain attention to detail while juggling multiple responsibilities.
✨Emphasise Teamwork and Initiative
Highlight your ability to work well within a team and your initiative in taking on challenges. Share examples of how you've collaborated with colleagues or influenced decisions in previous roles. This will illustrate your fit within the Everywhen family and your readiness to contribute positively to the team.