Commercial Insurance Account Specialist

Everywhen; Grimsby; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

26 days holiday

Career progression

Pensions

Wellbeing support

Volunteering day

Spotlight Awards

Job summary

Everywhen is seeking an Account Handler to provide office-based support to an Account Executive in managing a personal lines client portfolio. You will handle new business quotes, mid-term adjustments and renewals, acting as the primary contact for client and insurer queries.

You will build professional relationships, respond proactively to inquiries, and maintain accurate client records while aiming to meet retention, cross-sell and referral targets in a supportive team environment.

Qualifications

• Essential: Background in Commercial Insurance (Office & surgeries, commercial combined, contractors combined, property owners and fleet).
• Ideal: PI, MLP and Cyber experience.
• Excellent communication and interpersonal skills.
• Proactive attitude with initiative.
• Ability to work under pressure and assimilate large amounts of information with attention to detail.
• Effective teamwork and influencing/negotiation skills.
• Resilience to handle problems and constructive criticism.

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 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 sources.
• Independently respond to queries from clients and insurers in a proactive manner.
• Resolve 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 internal & external contracts.

Skills

Commercial Insurance

PI experience

MLP experience

Cyber experience

Communication skills

Proactive attitude

Teamwork

Negotiation skills

Resilience

Job description

Everywhen is seeking an Account Handler to provide office-based support to an Account Executive in managing a personal lines client portfolio. You will handle new business quotes, mid-term adjustments and renewals, acting as the primary contact for client and insurer queries.

You will build professional relationships, respond proactively to inquiries, and maintain accurate client records while aiming to meet retention, cross-sell and referral targets in a supportive team environment.