Insurance Client Account Specialist

Everywhen; Tregof; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

26 days + bank holidays

Career progression across Everywhen

CII/ACII qualifications

Pensions scheme

Wellbeing support

Volunteering day

Spotlight Awards

Job summary

Everywhen is seeking an Account Handler to provide office-based support for day-to-day client portfolio management. You will set up actions from new business quotes and sales, handle mid-term adjustments and renewals, and serve as the first point of contact for client and provider queries.

The role emphasizes strong communication, proactive problem-solving and the ability to manage multiple tasks with attention to detail, while building professional relationships with clients and insurers across

Qualifications

• Background in Insurance – insurer or broker preferred.
• 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 quickly, while maintaining attention to detail.
• Effective teamwork, influencing and negotiation skills.
• Oral and written communication skills.
• Commercial awareness.
• Willingness to learn.
• Resilience.

Responsibilities

• Ensure smooth running of assigned portfolio day-to-day.
• Achieve agreed retention rates.
• Achieve cross selling and referral targets.
• Develop, maintain and cultivate professional relationships with clients and insurers at all levels.
• Be the first point of contact for day-to-day enquiries from clients, providers and other sources.
• Independently respond to queries from both clients and insurers in a proactive manner.
• Resolve any discrepancies in provider documentation before sending to clients.
• Maintain client records and data in line with systems and protocols.
• Provide a proactive professional telephone handling service for internal & external contracts.

Skills

Customer Service

Sales

Communication

Interpersonal skills

Negotiation

Teamwork

Organisational skills

Proactive attitude

Resilience

Commercial awareness

Willingness to learn

Oral communication

Written communication

Job description

Everywhen is seeking an Account Handler to provide office-based support for day-to-day client portfolio management. You will set up actions from new business quotes and sales, handle mid-term adjustments and renewals, and serve as the first point of contact for client and provider queries.

The role emphasizes strong communication, proactive problem-solving and the ability to manage multiple tasks with attention to detail, while building professional relationships with clients and insurers across