Insurance Accounts Specialist

Everywhen; East Grinstead; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

26 days holiday

Career progression

CII/ACII study support

Pensions scheme

Wellbeing support

Volunteering day

Spotlight Awards

Job summary

Everywhen is recruiting an Account Handler in East Grinstead to support the Account Executive with daily portfolio management. You will be the first point of contact for client and provider queries and will coordinate scheme administration, reports, and data integrity.

A background in insurance, customer service, and strong communication are essential. You will contribute to maintaining client relationships, handling inquiries proactively, and supporting renewal activities while upholding

Qualifications

• Background in Insurance—Insurer or Broker.
• Background in Customer Service/Sales.
• Excellent communication and interpersonal skills.
• Proactive attitude with initiative.
• Excellent organisational skills.
• Ability to work under pressure and assimilate large quantities of information with accuracy.
• Effective teamwork and collaboration.
• Influencing and negotiation skills.
• Oral and written communication skills.
• Commercial awareness.
• Willingness to learn.
• Resilience to handle problems and constructive criticism.

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, providers and others.
• Respond proactively to queries from clients and insurers, keeping consultants informed.
• Coordinate administration of schemes including invoicing, membership data and claims data.
• Prepare template client reports as requested by Account Executive.
• Resolve discrepancies in provider documentation before sending to clients.
• Attend client meetings with the Account Executive, subject to team resourcing.
• Maintain client records and data per Everywhen systems and protocols.

Skills

Insurance background

Customer service

Communication skills

Proactive

Organisational skills

Attention to detail

Teamwork

Negotiation

Oral/written comms

Commercial awareness

Willingness to learn

Resilience

Job description

Everywhen is recruiting an Account Handler in East Grinstead to support the Account Executive with daily portfolio management. You will be the first point of contact for client and provider queries and will coordinate scheme administration, reports, and data integrity.

A background in insurance, customer service, and strong communication are essential. You will contribute to maintaining client relationships, handling inquiries proactively, and supporting renewal activities while upholding