Insurance Account Handler: Client Success & Renewals

Everywhen; St. Austell; On-site; GBP 21,000 - 31,000; Full time

Benefits offered by this job

26 days + bank holidays

Career progression across Everywhen

CII or ACII qualifications

Pensions scheme

24-hour wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen is seeking an Account Handler to provide office-based support in the day-to-day management of client portfolios. You will set up actions from quotes and sales, mid-term adjustments and renewals, and be the first contact for client and provider queries.

Key responsibilities include maintaining client records, achieving retention targets, cross-selling, and professionally handling inquiries. The role requires excellent communication, organisational skills, and resilience.

Qualifications

• Background in Insurance—insurer or broker preferred but not essential.
• Background in Customer Service/Sales.
• Excellent communication and interpersonal skills.
• Proactive, organised, and able to work under pressure.

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 relationships with clients and insurers.
• Be the first point of contact for enquiries from clients, providers and others.
• Respond proactively to queries from clients and insurers.
• Resolve discrepancies in provider documents before sending to clients.
• Maintain client records in line with systems and protocols.
• Provide proactive telephone handling for internal and external contracts.

Skills

Insurance background

Customer service

Sales experience

Negotiation

Job description

Everywhen is seeking an Account Handler to provide office-based support in the day-to-day management of client portfolios. You will set up actions from quotes and sales, mid-term adjustments and renewals, and be the first contact for client and provider queries.

Key responsibilities include maintaining client records, achieving retention targets, cross-selling, and professionally handling inquiries. The role requires excellent communication, organisational skills, and resilience.