Insurance Account Specialist: Client & Carrier Support

Everywhen; Croydon; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

26 days holiday + bank holidays

Career progression across Everywhen

CII/ACII qualifications opportunities

Pensions scheme

Wellbeing support (24/7)

Job summary

Everywhen in Croydon is seeking an Account Handler to support the Account Executive in the day-to-day management of client portfolios and renewals for our UK insurance clients.

You will be the first point of contact for client and insurer queries, coordinate administration, prepare client reports and maintain accurate records in line with Everywhen processes. A background in insurance and strong communication, organisational and proactive skills are essential.

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 team working skills.
• Influencing and negotiation skills.
• Oral and written communication skills.
• Commercial awareness.
• Willingness to learn.
• Resilience 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 requested 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

Proactive attitude

Organisation

Working under pressure

Teamwork

Influencing

Negotiation

Oral and written communication

Job description

Everywhen in Croydon is seeking an Account Handler to support the Account Executive in the day-to-day management of client portfolios and renewals for our UK insurance clients.

You will be the first point of contact for client and insurer queries, coordinate administration, prepare client reports and maintain accurate records in line with Everywhen processes. A background in insurance and strong communication, organisational and proactive skills are essential.