At a Glance
- Tasks: Assist clients with insurance quotes and provide ongoing support.
- Company: Established team in Northallerton with a focus on customer service.
- Benefits: Competitive salary, bonus scheme, funded qualifications, and 25 days holiday.
- Other info: Full training provided; no weekends required.
- Why this job: Join a supportive team and kickstart your career in insurance.
- Qualifications: Strong communication skills and a customer-focused attitude.
The predicted salary is between 26500 - 33000 £ per year.
We're looking for a Customer Account Manager to join our client, an established team at their Northallerton head office. This is a varied, customer-focused role where you'll help new and existing clients with insurance quotations, policy enquiries, and ongoing support. This position would suit someone with excellent communication skills, strong attention to detail, and a genuine desire to provide outstanding customer service. Insurance experience is welcome but not essential, as full training will be provided.
The Role
- Prepare and process quotations for personal and commercial insurance products
- Follow up quotations and customer enquiries by phone and email
- Support new and existing clients with policy queries and payments
- Liaise with insurers, suppliers, and underwriters
- Maintain high standards of customer service and FCA compliance
- Work collaboratively with colleagues to achieve business objectives
About You
- Excellent verbal and written communication skills
- Confident and professional on the telephone
- Strong organisational skills and attention to detail
- Good IT skills and the ability to learn new systems
- Positive, proactive, and customer-focused approach
- Insurance experience beneficial but not essential
What's On Offer
- Salary from £26,500+ depending on experience
- Performance-related bonus scheme (up to £2,000 per year)
- Full training and ongoing development
- Funded Foundation Insurance Test (FIT) qualification
- £500 salary increase upon successful completion of FIT
- Opportunity to gain the Certificate in Insurance qualification, fully funded by the company
- 25 days holiday plus bank holidays
- Additional holiday entitlement with length of service
- Monday to Friday working only – no weekends
This is a fully office-based role in Northallerton, so applicants should live within a reasonable commuting distance. If you're looking for a long-term career with a supportive employer that values customer service, teamwork, and professional development, we'd love to hear from you.
Customer Account Manager - Northallerton employer: Unity Resourcing
Join a supportive and dynamic team as a Customer Account Manager in Northallerton, where your commitment to outstanding customer service will be valued and rewarded. With a competitive salary starting at £26,500, performance-related bonuses, and fully funded professional qualifications, this role offers excellent opportunities for personal and professional growth. Enjoy a positive work culture that prioritises teamwork and development, all while maintaining a healthy work-life balance with Monday to Friday hours and generous holiday allowances.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Account Manager - Northallerton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Unity Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Account Manager - Northallerton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Unity Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Unity Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Unity Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Unity Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Unity Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Unity Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
