Insurance Account Handler – Client Relations & Renewals

International Association of Insurance Professionals (IAIP); Tonbridge; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

Pensions scheme

Chances to gain CII/ACII

24-hour wellbeing support

1 day volunteering

Spotlight Awards

Job summary

Everywhen in Tonbridge seeks an Account Handler to support the Account Executive in managing client portfolios and contract renewals. You will be the first contact for client and provider queries, coordinating administration and reports, and ensuring smooth day-to-day operations.

The role requires insurance industry experience, proactivity, excellent communication and organisational skills, plus the ability to handle pressure and work well in a team. Training and wellbeing support are provided.

Qualifications

• 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 teamworking 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.

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 request 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.

Skills

Insurance background

Customer service

Communication skills

Proactive

Organisational skills

Pressure handling

Teamworking

Negotiation skills

Oral & written comms

Commercial awareness

Willingness to learn

Resilience

Job description

Everywhen in Tonbridge seeks an Account Handler to support the Account Executive in managing client portfolios and contract renewals. You will be the first contact for client and provider queries, coordinating administration and reports, and ensuring smooth day-to-day operations.

The role requires insurance industry experience, proactivity, excellent communication and organisational skills, plus the ability to handle pressure and work well in a team. Training and wellbeing support are provided.