At a Glance
- Tasks: Support clients with insurance queries and manage their portfolios daily.
- Company: Join the Everywhen family, a caring and inclusive organisation.
- Benefits: 26 days holiday, career progression, and mental wellbeing support.
- Other info: Enjoy a supportive environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Experience in insurance or customer service is preferred.
The predicted salary is between 30000 - 40000 £ per year.
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.
Key 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 - must be clearly demonstrated on CV
- Background in Insurance – Either at an Insurer or Broker is preferred.
- Background in Customer Service/Sales
- 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
- Willingness to learn
- Resilience, to enable you to deal with problems and constructive criticism
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 day 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.
Insurance Account Handler - Personal Lines in Saffron Walden employer: The Virginia Society of CPAs
Everywhen is an exceptional employer that prioritises the wellbeing and professional growth of its employees. With a supportive work culture, generous holiday entitlement, and opportunities for career advancement through qualifications like CII or ACII, you will thrive in an environment that values diversity and inclusion. Located in a community-focused setting, Everywhen also offers unique benefits such as paid volunteering days and 24-hour support for mental and physical health, making it a truly rewarding place to work.
Contact Details:
The Virginia Society of CPAs Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Handler - Personal Lines in Saffron Walden
✨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 knowledge of personal lines insurance. Familiarise yourself with common client queries and how to handle them. This will show potential employers that you're proactive and ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for openings at Everywhen, where you’ll find a supportive environment that truly cares about your wellbeing and career growth.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and reinforces your communication skills, which are key for an Account Handler.
We think you need these skills to ace Insurance Account Handler - Personal Lines in Saffron Walden
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in insurance and customer service, as well as any relevant achievements that show you can handle the responsibilities of the Account Handler role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the role. Share specific examples of how you've successfully managed client relationships or resolved issues in the past. This is your chance to show off your communication skills!
Show Your Proactive Attitude:In your application, emphasise your proactive approach to problem-solving and your ability to work under pressure. We love candidates who take the initiative, so share any experiences where you went above and beyond to meet client needs.
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 shows us you’re keen on joining our Everywhen family!
How to prepare for a job interview at The Virginia Society of CPAs
✨Know Your Insurance Basics
Make sure you brush up on your insurance knowledge, especially personal lines. Understand the key products and services offered, as well as common client queries. This will help you demonstrate your expertise and confidence during the interview.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've successfully handled customer inquiries or resolved issues. Highlight your proactive approach and how you maintained a positive relationship with clients, as this is crucial for the role.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. You might want to share specific strategies or tools you use to stay organised, especially when dealing with multiple client portfolios and deadlines.
✨Practice Effective Communication
Since communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your verbal and written communication skills, ensuring you can convey information effectively.
