Account Handler

Everywhen; Telford; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays

Career progression opportunities

Support for CII or ACII qualifications

Pension scheme

24-hour wellbeing support

Paid volunteering day

Spotlight Awards for excellence

Job summary

A leading insurance brokerage based in Telford is seeking an experienced Insurance Account Handler. This role involves coordinating client appointments, liaising with multiple departments, and achieving set targets. Ideal candidates will have a minimum of 2 years in the Insurance industry, excellent customer service skills, and a proactive attitude. Benefits include generous holiday entitlement, career progression, and support for wellbeing. Join a team that values its employees and fosters a diverse environment.

Qualifications

• Minimum 2 years of Insurance industry experience.
• Ability to deliver excellent client experiences.
• Proven initiative and adaptability in work.
• Able to meet daily targets and provide accurate daily figures.
• Willing to progress across the Ardonagh group.

Responsibilities

• Input details of calls into diary systems.
• Book appointments for executives with clients.
• Co-ordinate diaries of Development and Account Executives.
• Follow company procedures and achieve targets.
• Liaise with other departments for customer needs.
• Have required MI readily available.
• Liaise with other departments to attend to customers’ needs.
• Linking to the correct product to match the clients’ needs and expectations.

Skills

Customer service experience

Proactive attitude

Strong communication skills

Teamwork and collaboration

Entrepreneurial spirit

Product matching

Proactive/work ethic

Tools

Diary systems

CRM software

Job description

Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as an Insurance Account Handler within our friendly team based in Telford.

Joining us as an Insurance Account Handler means you'll have the benefit of working Monday to Friday (no weekends here!) earn a basic salary relative to your experience as well as a generous bonus structure. You’ll also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers.

So, what does the role of an Insurance Account Handler here involve?

• Input details of telephone calls into diary systems, always asking for advice when needed.
• Book appointments for Development and Account Executives with prospect and existing clients ensuring that they are fully qualified leads.
• Co‑ordinate Development and Account Executives diaries to ensure optimum use of time and bookings.
• Ensure that company procedures and systems are followed and reviewed.
• Achieve daily targets, and produce accurate daily figures.
• Have required MI readily available.
• Liaise with other departments to attend to customers’ needs.
• Linking to the correct product to match the clients’ needs and expectations.

What are we looking for in our Professional Indemnity Account Handlers?

Insurance Industry experience of at least 2+ years is essential for this role, the rest is all about you as a person:

• Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
• Next, we need you to be proactive, use your initiative and show us your entrepreneurial spirit.
• Confidence to work with clients both on the phone as well as by email, so experience in customer service is important too.
• Work well with your team, have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. It never gets boring here.
• Demonstrate honesty and integrity, not only is this essential within a financially regulated organisation, but it’s also just the right way to be.

In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays, increasing with length of service.
• Opportunity to progress your career across the entire Ardonagh family.
• Gain CII or ACII qualifications to boost your knowledge and career prospects.
• Pension 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.

So, what are you waiting for? Apply today and one of our team will be in touch.

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.