Insurance Account Handler

NACBA; Croydon; On-site; GBP 25,000 - 34,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

Pensions scheme

Support for professional development (

CII/ACII qualifications support

Wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen in Croydon is seeking an Account Handler to provide office-based support to the Account Executive, handling day-to-day client portfolios and renewals.

The successful candidate will be the first point of contact for client and provider queries, coordinate scheme administration, prepare client reports, and maintain accurate records in line with Everywhen protocols. This role requires strong communication, organisational skills, and a proactive approach.

Qualifications

• Essential criteria listed: background in Insurance (insurer or broker).
• Background in Customer Service or Sales.
• Excellent communication and interpersonal skills.
• Proactive attitude with initiative.
• Excellent organisational skills.
• Ability to work under pressure and assimilate information quickly with attention to detail.
• Effective teamwork skills.
• Influencing and negotiation skills.
• Oral and written communication skills.
• Commercial awareness.
• Willingness to learn.
• Resilience to handle problems and feedback.

Responsibilities

• Ensure the smooth running of the assigned portfolio on a day-to-day basis.
• Develop and maintain professional relationships with clients and insurers at all levels.
• Be the first point of contact for day-to-day enquiries from clients and providers.
• Respond to queries proactively and keep consultants informed.
• Coordinate administration of schemes including invoicing, data, and reports.
• Prepare template client reports as requested by Account Executive.
• Resolve discrepancies in provider documentation before sending to clients.
• Periodically attend client meetings with the Account Executive (subject to Team Leader approval).
• Maintain client records and data in line with Everywhen systems and protocols.
• Provide a proactive telephone handling service for internal and external contracts.

Skills

Communication

Interpersonal skills

Proactive attitude

Organisational skills

Work under pressure

Teamwork

Influencing

Negotiation

Oral and written communication

Commercial awareness

Willingness to learn

Resilience

Job description

Are you experienced in the insurance industry and looking for a new challenge? We’ve got an exciting opportunity for you to become part of the UK’s largest independent insurance broker, right here in Croydon.

The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal.

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
• 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, whilst keeping consultants informed as appropriate
• Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries
• Prepare template client reports as requested by Account Executive
• Resolve any identified discrepancies in provider documentation before sending to clients
• Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing
• Maintain client records and data in line with Everywhen systems and protocols
• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and Everywhen colleagues.

Essential Criteria: - must be clearly demonstrated on CV

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

In return you will be welcomed and supported by our Everywhen 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 Everywhen 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!

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.