Insurance Account Handler – Client Relations & Renewals

NACBA; Tonbridge; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

26 days holiday

Training & progression

Volunteer day

Wellbeing support

Pensions scheme

Job summary

Everywhen in Tonbridge is seeking an experienced Account Handler to support the Account Executive in day-to-day client portfolio management and contract renewals.

You will be the first point of contact for client and insurer queries, coordinating scheme administration, preparing client reports, and maintaining accurate records in our systems. The role emphasizes proactive service and professional communication within a growing insurance broker.

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

Customer Service/Sales

Communication

Proactivity

Organization

Attention to detail

Teamwork

Negotiation

Oral & written communication

Commercial awareness

Willingness to learn

Resilience

Job description

Everywhen in Tonbridge is seeking an experienced Account Handler to support the Account Executive in day-to-day client portfolio management and contract renewals.

You will be the first point of contact for client and insurer queries, coordinating scheme administration, preparing client reports, and maintaining accurate records in our systems. The role emphasizes proactive service and professional communication within a growing insurance broker.