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 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
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 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.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Insurance Account Handler - Personal Lines in Swansea 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. Join us in our commitment to making a positive impact in the community while enjoying a fulfilling career as an Insurance Account Handler.
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 Swansea
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout 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! Research common questions for Account Handler positions and practice your responses. Highlight your customer service skills and any relevant experience in insurance to show you're the perfect fit.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are eager to join our Everywhen family. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace Insurance Account Handler - Personal Lines in Swansea
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of an Insurance Account Handler. Highlight your experience in insurance, customer service, and any relevant skills that match the job description. We want to see how you can fit into our Everywhen family!
Show Off Your Communication Skills:Since you'll be the first point of contact for clients and providers, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and don’t forget to showcase any examples where you've successfully resolved queries or built relationships.
Be Proactive:We love a proactive attitude! In your application, mention instances where you've taken the initiative to solve problems or improve processes. This will show us that you're ready to tackle challenges head-on and contribute positively to our team.
Apply Through Our Website:Don’t forget to apply 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 that 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
Before the interview, brush up on your insurance knowledge, especially personal lines. Understand common terms and processes, as well as the role of an Account Handler. This will help you answer questions confidently and show that you're serious about the position.
✨Showcase Your Customer Service Skills
Prepare examples from your past experiences where you've excelled in customer service or sales. Highlight situations where you resolved issues or built strong relationships with clients. This will demonstrate your proactive attitude and ability to handle queries effectively.
✨Practice Your Communication Style
Since communication is key in this role, practice articulating your thoughts clearly and concisely. You might want to do mock interviews with a friend or family member to get comfortable discussing your experiences and answering potential questions.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your time and stay organised, especially when handling multiple tasks. Share specific strategies or tools you use to keep track of client records and ensure smooth operations, as this is crucial for the Account Handler role.
