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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.
Our client is seeking an Account Handler which is predominately a customer service role providing administrative support to the Insurance Executives, to enhance strong customer relationships that result in high levels of retention by the delivery of excellent customer service. This is a Monday to Friday, 9-5pm, role (35hrs per week), with an hour for lunch break and based in the Ashford office. Duties to include: The preparation of initial policy and renewal reviews, ensuring all relevant and accurate information is collated in advance Attending or undertaking client meetings as required Manage post review meeting actions – processing changes, checking documentation, drafting post-call reports, obtaining and communicating the quotes and terms Identify and action opportunities for cross-sales for existing clients and other Financial Services products Process customer's payments in line with relevant policies and procedures Arrange and provide appropriate advice on general insurance products ensuring customers have the best policies to cover their requirementsEssential requirements: Proven track record in excellent customer service and relationship building Use of Microsoft Office or similar CRM systems Manage own workload and have the ability to work well under pressure Must have a full, clean driving licence and have their own vehicle, which is a must!Benefits: Salary is £22,000 to £24,000 per annum, dependant on experience 26 days holiday, plus bank holidays The option to buy or sell 5 days after probation Birthday day off Health Shield cash-back plan Death in service Free parking Friday fruit deliveryFull training provided (may include additional travel and staying away from home in order to attend training courses). Potential to complete CII qualifications and may be occasional weekend work to support agency events. The role is subject to Disclosure and Barring Service (DBS) checks and CCJ checks. Apply now to take the next step in your career. CVs in Word please. New Appointments Group, Expertly Matching Employers and Jobseekers since 1975. Committed to diversity, equality and opportunity for all. Email: (url removed)
Account Handler employer: New Appointments Group
Contact Detail:
New Appointments Group 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 New Appointments Group
✨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.
