Client Account Handler (Insurance)

First Choice Recruitment Services; Gloucester; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Incentives

Team building

Training

Job summary

First Choice Recruitment Services is supporting a Cirencester based client hiring a Client Account Handler. The role focuses on delivering high-quality customer service in insurance, with FCA compliance at its core, and managing meetings and client relationships.

Hybrid working is available: three days in the office and two days at home (Mon and Fri). You will handle new business, renewals, mid-term adjustments, claims, and queries while maintaining accurate data and professional communication

Qualifications

• Previous experience in the insurance industry; knowledge of property insurance is a plus.
• Excellent customer service skills and professional telephone manner.
• Accurate data entry and numeracy aptitude.

Responsibilities

• Arrange and manage meetings and office visits.
• Advise clients on existing products according to their needs.
• Ensure FCA regulation and company procedures are followed.
• Handle complaints in line with procedures and regulatory requirements.
• Develop and maintain relationships with clients and provide product guidance.
• Actively secure new business by contacting insurers and renewals via re-broking.
• Attend underwriter visits when requested.
• Administration – accurate data management.

Skills

Excellent customer service skills

Professional telephone manner

Accurate data entry

Numeracy aptitude

Knowledge of property insurance

Job description

We are pleased to be supporting our Cirencester based Client with the recruitment for a Client Account Handler. This role requires a high level of customer service (ideally from an insurance background), confident, clear telephone manner and the ability to manage your own workload. Hybrid working available (3 days office, 2 days home working Monday and Friday).

Great team environment and prospects -

• our client really values their staff and offer incentives, team building and training!

Overall objectives: The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Ensure accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role:

• New Business
• Renewals
• Mid Term Adjustments
• Claims
• Queries
• Premium financing arrangements

Duties and responsibilities

• Arrange and manage meetings and office visits
• Advising clients on existing products in accordance with their needs
• Ensure bad debt queries are dealt with efficiently and in line with company procedure.
• Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual use checklists and support documentation as provided by the company to assist with demonstrating compliance.
• Handle any complaints in accordance with company procedures and regulatory requirements.
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
• Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance.
• Actively secure new business by approaching our panel of insurers
• Actively secure renewal business by re-broking existing business
• Attend underwriter visits when requested.

Administration- accurate and timely admin and data management.

Candidate requirements

The ideal candidate will have previous experience of working in the insurance industry; knowledge of property insurance would be a great advantage. Training will be given for the right candidate!

Essential

• excellent customer services skills
• professional telephone manner
• accurate data entry
• aptitude with numbers