Client-Focused Insurance Account Specialist

Everywhen; England; On-site; GBP 25,000 - 38,000; Full time

Job summary

Everywhen is seeking an Account Handler to provide office-based support for the day-to-day running of the client portfolio, including initiating actions from new business quotes and sales, mid-term adjustments and renewals. You will be the first point of contact for client and provider queries, and must understand what actions are required to meet the expectations of all parties.

Join the Everywhen family, receive a supportive environment and opportunities to develop professionally while

Qualifications

• Background in Insurance - Either at an Insurer or Broker is preferred but not essential.
• Background in Customer Service/Sales

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.

Skills

Excellent communication

Interpersonal skills

Proactive attitude

Organisational skills

Team working

Negotiation skills

Oral and written communication

Commercial awareness

Resilience

Willingness to learn

Job description

Everywhen is seeking an Account Handler to provide office-based support for the day-to-day running of the client portfolio, including initiating actions from new business quotes and sales, mid-term adjustments and renewals. You will be the first point of contact for client and provider queries, and must understand what actions are required to meet the expectations of all parties.

Join the Everywhen family, receive a supportive environment and opportunities to develop professionally while