Insurance Account Handler - Client Care & Retention

Everywhen, part of the Ardonagh Group; Swansea; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

Career progression across Everywhen

CII or ACII qualifications support

Pensions scheme

24-hour wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen, part of the Ardonagh Group, is seeking an Account Handler to provide office-based support for day-to-day client portfolio management from our Swansea office. You will act as the first point of contact for client and provider queries, coordinating actions from quotes, sales, mid-term adjustments and renewals.

The role requires strong communication, a proactive attitude, and the ability to manage multiple tasks with attention to detail while maintaining excellent client service.

Qualifications

• Background in Insurance – either insurer or broker preferred.
• Background in Customer Service/Sales.
• Excellent communication and interpersonal skills.
• Proactive attitude with initiative.

Responsibilities

• Ensure the smooth running of the assigned portfolio on a day-to-day basis.
• Achieve agreed retention rates.
• Achieve cross selling and referral targets.
• Develop and maintain professional client and insurer relationships at all levels.
• Be the first point of contact for day-to-day enquiries from clients, providers and other sources.
• Respond to queries from clients and insurers proactively.

Skills

Insurance background

Customer service/sales

Communication skills

Negotiation

Organisational skills

Teamwork

Resilience

Willingness to learn

Job description

Everywhen, part of the Ardonagh Group, is seeking an Account Handler to provide office-based support for day-to-day client portfolio management from our Swansea office. You will act as the first point of contact for client and provider queries, coordinating actions from quotes, sales, mid-term adjustments and renewals.

The role requires strong communication, a proactive attitude, and the ability to manage multiple tasks with attention to detail while maintaining excellent client service.