Insurance Account Handler — Client & Carrier Liaison

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

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.