Account Handler - Personal Lines

everywhen; Swansea; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading insurance company is seeking an Account Handler for Personal Lines. This role involves managing client portfolios, ensuring smooth operations, and maintaining professional relationships. Ideal candidates will have a background in insurance and customer service, with strong communication and organizational skills. Enjoy benefits like 26 days holiday, career progression opportunities, and support for well-being.

Benefits

26 days holiday plus bank holidays

Career progression opportunities

CII or ACII qualifications support

Pension scheme

24-hour support for well-being

1 paid volunteering day

Qualifications

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

Responsibilities

• Provide office-based support for client portfolio management.
• Respond to client and provider queries proactively.
• Maintain client records and data.

Skills

Communication

Organisational Skills

Negotiation

Teamwork

Resilience

Education

CII or ACII qualifications

Job description

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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

In return you will be welcomed and supported by our Ardonagh 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
• 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 days 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.

#AIB

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. No Agencies please.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other, Information Technology, and Management

• Industries

  Insurance

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