Account Handler

KHR - Recruitment Specialists

Maidstone

On-site

GBP 25,000 - 35,000

Full time

14 days+

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Job summary

A leading insurance provider in Maidstone seeks an experienced Account Handler. Responsibilities include addressing client requests, negotiating renewals, and identifying upselling opportunities. Ideal candidates will have at least 2 years of broking experience and strong communication skills, along with a desire to learn. Opportunities for hybrid work are available post-training.

Qualifications

  • Minimum of 2 years of broking experience required.
  • Knowledge of Property, Package Policies and Contractors All Risk necessary.
  • IT literate with client systems.

Responsibilities

  • Address client and insurer requests promptly and negotiate renewals.
  • Conduct active housekeeping and issue client invoices.
  • Explore cross-selling and upselling opportunities for existing clients.

Skills

Interpersonal Skills
Negotiation Skills
Planning
Time Management
Organizational Skills

Education

Cert CII

Tools

Microsoft Packages

Job description

A fantastic opportunity has arisen for an experienced Account Handler to join a premier insurance provider that offers comprehensive, tailored solutions for businesses and individuals across various sectors. Their services cover extensive risk management and personal cover, designed to address diverse needs.

Hours 9 – 5 (Monday to Friday)

If you have circa 2 years worth of experience in a similar role to Account Handler and a desire to learn then the company will offer you all the support and training you will need.

– Address client and insurer requests promptly, exceeding service standards and following Company procedures.
– Negotiate renewals with insurers to achieve favourable outcomes for clients, maintaining
high renewal retention rates.
– Conduct active housekeeping, issuing client invoices promptly, and addressing outstanding activities.
– Ensure prompt debiting of renewals, and new business and actively participate in setting
up finance agreements, promptly addressing any account queries.
– Assist Account Executives in broking and placing new clients, contributing to overall team
success.
– Identify and pursue cross-selling and upselling opportunities for appropriate products to
existing clients.
– Deliver superior service by keeping promises, meeting deadlines, and ensuring professional
communication.
– Contribute to developing and implementing operational improvements company-wide.
– Maintain files appropriately for easy accessibility by others and assist colleagues with their workload as needed.
– Comply with regulatory requirements, and industry codes of practice, including the CII Code of
Ethics, and the Company’s procedures and rules.
– Always ensure fair treatment of clients and manage potential conflicts of interest.
– Maintain and develop personal knowledge and skills through Continuing Professional Development (CPD), internal and external training sessions, and staying updated on technical, legal, and market developments.

Candidate profile –

– A minimum of 2 years of broking experience
– Knowledge of Property, Package Policies and Contractors All Risk, Commercial Combined.
– Strong interpersonal skills and excellent communication skills, particularly over the phone
– The ability to work efficiently under pressure and prioritise your workload.
– Excellent planning, organisational and time management skills
– Be a good team player with a drive to succeed.
– Negotiation skills
– Acts compliantly with a good understanding of regulatory requirements.
– IT literate with client systems and Microsoft packages
– Ideally, be qualified to Cert CII level or be prepared to attain this with support from the business.
– Delegated Authorities – Understand the responsibilities inherent in acting on insurers’ behalf and implementing whilst ensuring compliance with regulations and insurer agreements.

This is an excellent opportunity and there will be the opportunity to work hybrid after a period of training.

At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.

KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market…

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KHR understand how important it is to find the right person, team fit, work ethic and skill set for your company.

KHR were extremely helpful throughout the recruitment process, keeping me updated on the current status of my application, answering all queries I had...

Just wanted to send you a quick note to let you know that I handed my notice in today so I'm all set for my start with. Thank you so much for all of y...

I highly recommend KHR. They are excellent at reading your skills and personality attributes and finding the perfect fit. They are thorough in communi...

KHR were extremely helpful throughout the recruitment process, keeping me updated on the current status of my application, answering all queries I had...

Just wanted to send you a quick note to let you know that I handed my notice in today so I'm all set for my start with. Thank you so much for all of y...

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