Insurance Renewals Specialist - Client Retention

Anderson Scott Solutions Ltd; Wellington; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

25 days holiday

Bank holidays

Job summary

Anderson Scott Solutions Ltd is seeking a Renewals Account Handler to join its team in Telford. You will manage a portfolio of small to mid-size insurance clients, calling warm customers before renewals to discuss terms, premiums, and renewal options.

The role focuses on building relationships by phone, negotiating renewals for 12 months, cross-selling where appropriate, and delivering a high standard of service while meeting performance KPIs.

Qualifications

• Experience in customer retention, service, account management, and insurance is preferred.
• Strong organisational and administrative skills.
• Excellent communication and interpersonal skills.
• Proficiency in using CRM software and other relevant tools.
• Attention to detail and accuracy.
• Ability to work effectively in a team and independently.
• Previous experience in the insurance industry is an advantage.

Responsibilities

• Handle a portfolio of smaller and medium sized insurances/clients.
• Telephoning clients prior to their renewal and going through a pre-renewal fact find.
• Calculating and delivering renewal premiums.
• Negotiating and securing the business for a further 12 months.
• Agreeing payment methods and arranging finance of renewal premium, if required.
• Cross-selling policies the client does not currently have.
• Meeting tight deadlines and achieving KPI's which include renewal retention, rate changes and cross-sell penetration.
• Provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.
• Take instructions relating to the provision of insurance cover from clients and Senior Account Handlers/ Accounts Executives when appropriate.
• Check policy documents, (including endorsements), accuracy prior to receipt by clients.
• Obtaining quotations for both new and renewal business.
• Obtaining quotations and arranging cover.
• Verifying documentation and endorsements.

Skills

Customer retention

Account management

Insurance knowledge

CRM software

Communication skills

Organisational skills

Attention to detail

Teamwork

Tools

CRM software

Job description

Anderson Scott Solutions Ltd is seeking a Renewals Account Handler to join its team in Telford. You will manage a portfolio of small to mid-size insurance clients, calling warm customers before renewals to discuss terms, premiums, and renewal options.

The role focuses on building relationships by phone, negotiating renewals for 12 months, cross-selling where appropriate, and delivering a high standard of service while meeting performance KPIs.