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For Companies At a Glance
- Tasks: Provide quotes and top-notch customer service for new and existing business.
- Company: Join Clegg Gifford, a leader in the UK insurance market.
- Benefits: Gain valuable experience and develop your communication and negotiation skills.
- Why this job: Be part of a dynamic team, helping clients make informed decisions while achieving business goals.
- Qualifications: Strong communication skills and understanding of the UK insurance market are essential.
- Other info: Cert CII qualification is a plus; trainees will benefit from your expertise.
The predicted salary is between 28800 - 42000 £ per year.
As an Account Handler, you will provide quotations for New Business, Existing Business and Renewals to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.
You will:
- Provide top-notch customer service, efficiently handling new business, renewals, and existing policies for Clegg Gifford.
- Master the processes for quoting and recommending the right products to meet client needs.
- Present clear, fair, and accurate product info to help clients make informed decisions.
- Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business.
- Keep detailed, accurate records of all customer interactions.
- Spot complaints and escalate them to the appropriate handler.
- Address queries via email, phone, and in person, ensuring all SLAs are met.
- Act as a referral point for trainees in the branch.
- Ensure full compliance, including treating customers fairly and contract certainty.
- Attend client meetings when necessary.
- Help achieve business goals by identifying opportunities and upselling.
About you:
- Strong communicator, able to explain complex insurance terms clearly to clients and insurers.
- In-depth understanding of the UK insurance market, including trends, risks, and regulations.
- Skilled at assessing diverse client needs, industry risks, and business goals.
- Highly organized, with the ability to prioritize and complete tasks efficiently.
- Positive, enthusiastic, and motivating in your approach to work.
- Experience in a broking or underwriting environment.
- Cert CII qualification is a plus.
Account Handler employer: Vermelo RPO
Contact Detail:
Vermelo RPO Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarize yourself with the latest trends and regulations in the UK insurance market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed and relevant in the industry.
✨Tip Number 2
Practice your communication skills by explaining complex insurance concepts to friends or family. Being able to simplify these terms will be crucial when dealing with clients and ensuring they understand their options.
✨Tip Number 3
Network with professionals in the insurance industry, especially those who work in broking or underwriting. They can provide valuable insights and may even refer you to opportunities within their organizations.
✨Tip Number 4
Prepare for potential client scenarios by role-playing common situations you might encounter as an Account Handler. This will help you think on your feet and respond effectively to client needs during the interview process.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry, particularly in broking or underwriting. Emphasize your communication skills and any experience you have with customer service.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Account Handler role. Mention specific examples of how you've successfully handled client interactions and met sales targets in the past.
Showcase Your Knowledge: Demonstrate your understanding of the UK insurance market in your application. Discuss any trends or regulations you are familiar with and how they relate to the role.
Highlight Your Organizational Skills: Since the role requires strong organizational abilities, provide examples of how you prioritize tasks and manage multiple client interactions efficiently.
How to prepare for a job interview at Vermelo RPO
✨Showcase Your Communication Skills
As an Account Handler, strong communication is key. Be prepared to demonstrate how you can explain complex insurance terms clearly. Use examples from your past experiences where you successfully communicated with clients or colleagues.
✨Demonstrate Industry Knowledge
Make sure to brush up on the UK insurance market trends, risks, and regulations. During the interview, reference specific trends or changes in the market that could impact clients, showing that you are knowledgeable and proactive.
✨Highlight Organizational Skills
The role requires excellent organizational abilities. Share examples of how you've managed multiple tasks or projects efficiently in the past. Discuss any tools or methods you use to stay organized and prioritize your workload.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client scenarios. Prepare by thinking through potential challenges you might face in the role, such as dealing with complaints or upselling products, and how you would address them effectively.
