Insurance Client Accounts Specialist

Everywhen, part of the Ardonagh Group; Stafford; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

26 days holiday

Career progression across Ardonagh

CII/ACII qualifications

Pension scheme

Wellbeing support

Volunteering day

Spotlight Awards

Job summary

Everywhen, part of the Ardonagh Group, is seeking an Account Handler to provide office-based support in the day-to-day running of a client portfolio in Stafford. You will set up actions from new business quotes and sales, handle mid-term adjustments and renewals, and be the first point of contact for client and provider queries.

The role requires experience in insurance and customer service/sales, with a proactive mindset, strong communication and organisational skills, and resilience under

Qualifications

• Experience in Insurance (insurer or broker)
• Experience in customer service/sales
• Excellent communication and interpersonal skills
• Proactive attitude with initiative
• Excellent organisational skills
• Ability to work under pressure with attention to detail
• Effective teamwork, influencing and negotiation skills
• Oral and written communication skills
• Commercial awareness
• Willingness to learn
• Resilience to handle problems and criticism

Responsibilities

• Ensure the smooth running of the assigned portfolio on a day-to-day basis
• 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
• Respond to queries from clients and insurers in a proactive manner
• Resolve 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 and external contracts

Skills

Insurance knowledge

Customer service

Sales

Job description

Everywhen, part of the Ardonagh Group, is seeking an Account Handler to provide office-based support in the day-to-day running of a client portfolio in Stafford. You will set up actions from new business quotes and sales, handle mid-term adjustments and renewals, and be the first point of contact for client and provider queries.

The role requires experience in insurance and customer service/sales, with a proactive mindset, strong communication and organisational skills, and resilience under