Insurance Account Handler - Personal Lines

Everywhen; Swansea; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Holiday entitlement: 26 days + bank

Career progression across Everywhen

CII/ACII qualifications support

Pensions scheme

24-hour wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen is seeking an Account Handler to support the day-to-day running of client portfolios from our Swansea office. You will manage new business quotes, renewals, and mid-term adjustments while serving as the first point of contact for clients and providers.

You will need strong insurance knowledge and proven customer service or sales experience, with excellent communication, organisation and negotiation skills. Join a team committed to wellbeing and career growth.

Qualifications

• Background in Insurance, either with an insurer or broker.
• Proven experience in customer service or sales roles.
• Excellent communication and interpersonal skills; ability to work under pressure.

Responsibilities

• Provide office-based support for daily management of the client portfolio.
• Be first point of contact for client, provider, and internal queries.
• Effectively respond to queries and meet expectations of all parties.
• Maintain client records and data in line with systems and protocols.
• Support day-to-day operations including quotes, renewals, and mid-term adjustments.
• Proactively handle client and insurer communications and resolve discrepancies.

Skills

Insurance knowledge

Customer service

Sales

Communication

Interpersonal skills

Negotiation

Organizational skills

Attention to detail

Proactive

Resilience

Tools

CRM systems

Job description

The role of the Account Handler is to provide office-based support in the day to day running of the client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals.

The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

Key Responsibilities

• Ensure the smooth running of assigned portfolio on a day-to-day basis
• Achieve agreed retention rates
• Achieve cross selling and referral targets
• 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
• Resolve any identified discrepancies in provider documentation before sending to clients
• Maintain client records and data in line with our systems and protocols
• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues.

Criteria - must be clearly demonstrated on CV

• Background in Insurance - Either at an Insurer or Broker is preffered.
• Background in Customer Service/Sales

Also, Essential

• 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 team working 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

In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing.

Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays increasing with length of service
• Opportunity to progress your career across the entire Everywhen family
• Gain CII or ACII qualifications to boost your knowledge and career prospects
• Pensions scheme for when you feel it's time to retire
• 24-hour support for physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.