Account Handler (South)

Heat Recruitment; Cardiff; On-site; GBP 28,000 - 32,000; Full time

Job summary

A leading independent Insurance Broker in Cardiff seeks an Insurance Account Handler. This role involves managing a client portfolio, delivering exceptional customer service, and working collaboratively within a team. The company offers a supportive environment with opportunities for growth and generous benefits.

Benefits

Holiday entitlement of 26 days plus bank holidays

Opportunities for career progression

Pension scheme for your retirement

24-hour support for physical and mental wellbeing

One paid volunteering day

Qualifications

• Experience in the Insurance Industry is essential.
• Ability to provide excellent client experiences.
• Confidence in client communication, both phone and face-to-face.

Responsibilities

• Support a designated client portfolio and act as first point of contact.
• Build strong relationships and assist with client queries.
• Work collaboratively within the team.

Skills

Customer Service

Proactive Attitude

Teamwork

Resilience

Education

CII or ACII qualifications

Job description

Location

Cardiff

Salary £28000 - £32000 | Type: Permanent | Workplace: On-Site | Ref: 88266

Recruiter Managing This Role

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 Cardiff or Swansea.

Joining us as an Insurance Account Handler means you'll have the benefit of working Monday to Friday (no weekends here!), earning 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 UK's largest independent Insurance Brokers. More on that below. We are open to hearing from people from all different backgrounds, so speak to us about our hybrid and flexible ways of working for our Account Handlers, if the 9-5 life isn’t for you.

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

Every day, you will support a designated client portfolio, acting as their first point of contact, building strong relationships, and assisting with queries as they arise. This role is perfect if you love customer service or sales, as relationship-building with clients will be key to your success.

What are we looking for in our Account Handlers?

Some experience in the Insurance Industry is essential. The rest is all about your personal qualities:

• Ability to bring your best self to work daily to provide excellent client experiences.
• Proactive attitude, initiative, and entrepreneurial spirit.
• Willingness to learn and curiosity. We offer many opportunities to gain qualifications that will enhance your career in this growing industry.
• Confidence to work with clients both on the phone and face-to-face; customer service experience is important.
• Teamwork, positivity, engagement, collaboration, and resilience to adapt to change.
• Honesty and integrity, essential within a financially regulated organization and in general.

In return, you'll be welcomed and supported by the entire group and join an organization that cares about you and your wellbeing. Some additional benefits include:

• Holiday entitlement of 26 days plus bank holidays
• Opportunities for career progression across the group
• Qualifications such as CII or ACII to boost your knowledge and prospects
• Pension scheme for your retirement
• 24-hour support for physical and mental wellbeing
• One paid volunteering day to give back to the community