Account Handler

Everywhen; Stoke-on-Trent; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays

Opportunity for career progression

CII or ACII qualifications

Pensions scheme

24-hour wellbeing support

Paid volunteering day

Job summary

Everywhen in Stoke-on-Trent is looking for an Account Handler to support the day-to-day running of client portfolios. This role involves being the first point of contact for client and provider queries, with responsibilities including achieving retention rates and maintaining relationships.

The ideal candidate will come from an insurance background, with strong communication and organisational skills. Benefits include 26 days holiday plus bank holidays and opportunities for career progression within the Ardonagh family.

Qualifications

• Must have a background in either an insurer or broker.
• Experience in customer service or sales is essential.

Responsibilities

• Ensure the smooth running of assigned portfolio.
• Achieve agreed retention rates and cross selling targets.
• Be the first point of contact for enquiries from clients.

Skills

Excellent communication and interpersonal skills

Proactive attitude

Excellent organisational skills

Effective teamworking skills

Influencing and negotiation skills

Oral and written communication skills

Commercial awareness

Resilience

Education

Background in Insurance

Background in Customer Service/Sales

Job description

The role of the Account Handler is to provide office‑based support in the day‑to‑day running of the 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, providers and colleagues.

Essential Criteria – Must Be Clearly Demonstrated On CV

• Background in Insurance - Either at an Insurer or Broker
• Background in Customer Service/Sales

Also, Essential

• Excellent communication and interpersonal skills
• Proactive attitude, with the ability to use initiative
• Excellent organisational skills
• 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
• Oral and written communication skills
• Commercial awareness
• Willingness to learn
• Resilience, to enable you to deal with problems and constructive criticism

Benefits

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain CII or ACII qualifications to boost your knowledge and career prospects
• Pensions scheme for when you feel it’s time to retire
• 24‑hour support for physical and mental wellbeing
• 1 day paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

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.

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

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.