Account Handler

www.topfinancialjobs.co.uk - Jobboard; Bromley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance brokerage seeks a full-time Account Handler to manage and service insurance policies for clients. This role involves client interactions, research for new quotations, and ensuring timely renewals. The position offers training and benefits, including 25 days of holidays and a company pension.

Benefits

25 days Holidays + bank holidays

Company Pension

Full training provided

Qualifications

• Competent with Microsoft Office Suite.
• Experience with FCA protocols and insurance broking.
• Understanding of GDPR processes.

Responsibilities

• Liaising with clients and managing insurance policies.
• Researching and providing new quotations.
• Processing timely renewals and managing payments.

Skills

Client Liaison

Policy Management

Insurance Principles

FCA Protocols

GDPR Understanding

Tools

Microsoft Office Suite

Job description

JRRL are seeking an Account Handler to join their client based in Bromley.

This is a client facing role to service and manage existing and new insurance policies for clients.

Duties for the Account Handler:

• Liaising with clients, taking them through sales process.
• Researching and providing new quotations.
• Proactively speaking to former clients and previous enquirers to offer quotations at next renewal.
• Managing timely renewal of policies and processing the renewal.
• Collecting payment and arranging payment where required under finance schemes.

Person Specification for the Account Handler:

• Competent with the use of Microsoft Office Suite.
• Understanding the principles of insurance broking dealing with household policies.
• Experience of FCA (Financial Conduct Authority) protocols.
• Understanding of GDPR processes.

Hours: Monday to Friday 9am till 5.30pm

• 25 days Holidays + bank holidays
• Company Pension
• Full training will be given.

This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.