Account Handler

TN United Kingdom; Manchester; On-site; GBP 35,000 - 42,000; Full time

Job summary

An established industry player is seeking an Insurance Client Advisor to join their specialist division in Manchester. This role involves collaborating with Account Executives to ensure exceptional service delivery, focusing on account retention and growth. The ideal candidate will have a passion for customer service, strong rapport-building skills, and relevant insurance qualifications. You will be responsible for managing insurance documentation, coordinating renewal quotes, and handling insurer queries while ensuring compliance with legal and regulatory policies. If you thrive in a dynamic environment and are eager to contribute to a dedicated team, this opportunity is perfect for you.

Qualifications

• Experience in insurance administration within a commercial environment.
• Working towards relevant insurance qualifications.

Responsibilities

• Create documents for new customers' insurance requirements.
• Manage insurance documentation and coordinate renewal quotes.

Skills

Customer Service Skills

Rapport-Building

Insurance Administration

Education

Chartered Insurance Institute Qualifications: Cert/Dip CII

Tools

MS Office

Job description

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Position: Insurance Client Advisor
Location: Manchester
Salary: Up to £42,000

Join our clients team as an Insurance Client Advisor within a specialist division. Work alongside experienced Account Executives to provide outstanding service. Your main goal will be to ensure account retention and growth through effective account management, broking, and technical support.

Responsibilities:

1. Creating documents for new customers' insurance requirements
2. Researching and presenting suitable alternatives for customer renewals
3. Coordinating renewal quotes and managing insurer queries
4. Checking and approving policy documentation before release
5. Handling account queries and credit control matters while ensuring compliance with legal and regulatory policies

Qualifications:

1. Working towards Chartered Insurance Institute Qualifications: Cert/Dip CII
2. Insurance administration experience in a commercial setting
3. Strong rapport-building and customer service skills
4. Proficiency in MS Office and eligibility to work in the UK

Day-to-day:

1. Collaborating with Account Executives to deliver exceptional customer service
2. Managing insurance documentation and coordinating renewal quotes
3. Handling insurer queries and ensuring compliance with legal and regulatory policies

If you have a passion for delivering exceptional service and the required qualifications and experience, we'd love to hear from you!