Account Handler

Everywhen; Cheltenham; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Everywhen in Cheltenham is seeking an Account Handler to provide office-based support to an Account Executive in the day-to-day management of the commercial lines client portfolio. You will set up actions from quotes, sales, mid-term adjustments and renewals, and be the first point of contact for clients and insurers.

You’ll maintain client records, respond proactively to queries, and work with providers to resolve discrepancies.

Qualifications

• Background in Commercial Insurance (commercial combined, contractors combined, property owners and fleet)
• Excellent communication and interpersonal skills
• Proactive attitude with the ability to use initiative
• Ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
• Effective teamwork and negotiation skills

Responsibilities

• Ensure the smooth running of the assigned portfolio on a day-to-day basis
• Achieve agreed retention rates
• Achieve cross selling and referral targets
• Develop and maintain professional relationships with clients and insurers at all levels
• Be the first point of contact for day-to-day enquiries from clients, providers and other sources
• Independently respond to queries from both clients and insurers in a proactive manner
• Resolve discrepancies in provider documentation before sending to clients
• Maintain client records and data in line with our systems and protocols
• Provide proactive professional telephone handling for internal & external contracts

Skills

Commercial Insurance

Client relationships

Communication skills

Proactive attitude

Tools

CRM systems

Job description

The role of the Account Handler is to provide office-based support to an Account Executive in the day to day running of the commercial lines 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, brokers, providers and colleagues.

What are we looking for?

• Essential - Background in Commercial Insurance, commercial combined, contractors combined, property owners and fleet
• Ideal - MLP and Cyber experience
• Excellent communication and interpersonal skills
• Proactive attitude, with the ability to use initiative
• The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
• Effective teamworking skills
• Influencing and negotiation skills
• Resilience, to enable you to deal with problems and constructive criticism

Why join us?

• A supportive team environment where your expertise is valued.
• Opportunities for career development and progression.
• Competitive benefits package.

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.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and highly performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.

Locations Cheltenham Remote status Hybrid Employment Types Permanent, Full Time Salary Dependent on Experience Job Reference 564484