Insurance Account Specialist - Client Relations & Renewals

Everywhen; Tonbridge; On-site; GBP 24,000 - 34,000; Full time

Benefits offered by this job

26 days holiday plus bank holidays

Career progression across Everywhen

CII/ACII qualifications support

Pensions scheme

Wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen in Tonbridge is seeking an Account Handler to support the Account Executive in managing client portfolios, driving renewal actions, and serving as the first point of contact for client and insurer queries.

You will coordinate administration, generate client reports, and help maintain accurate records within Everywhen systems. The role emphasizes client service, communication, and proactive problem-solving.

Qualifications

• Background in Insurance: experience with insurers or brokerages.
• Customer service/sales experience is essential.
• Excellent communication and interpersonal skills.
• Proactive attitude with initiative.
• Strong organisational and time-management skills.
• Attention to detail in handling client records.
• Effective teamwork and collaboration.
• Influencing and negotiation abilities.
• Good commercial awareness and client focus.
• Willingness to learn and adapt in a changing environment.

Responsibilities

• Ensure the smooth running of the assigned portfolio on a day-to-day basis.
• Develop and maintain professional relationships with clients and insurers at all levels.
• Be the first point of contact for day-to-day enquiries from clients and providers.
• Respond proactively to queries while keeping Account Executive informed.
• Coordinate administration of schemes, invoicing, data, and communications.
• Prepare template client reports as requested by the Account Executive.
• Resolve discrepancies in provider documentation before sending to clients.
• Attend client meetings as agreed with the Account Executive and Team Leader.

Skills

Insurance experience

Customer service

Communication

Proactivity

Organisational skills

Attention to detail

Teamwork

Negotiation

Commercial awareness

Willingness to learn

Job description

Everywhen in Tonbridge is seeking an Account Handler to support the Account Executive in managing client portfolios, driving renewal actions, and serving as the first point of contact for client and insurer queries.

You will coordinate administration, generate client reports, and help maintain accurate records within Everywhen systems. The role emphasizes client service, communication, and proactive problem-solving.