Insurance Renewals Specialist — Retention & Cross-Sell

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

Job summary

Anderson Scott Solutions Ltd. is seeking a Renewals Account Handler to manage client renewals and maintain strong relationships over the phone. The role involves talking to warm customers and no cold sales, with a basic salary of £26,000 DOE plus commission.

The successful candidate will handle a portfolio of insurance clients, calculate renewal premiums, secure 12-month renewals, and may cross-sell additional policies. Full-time Mon-Fri with 25 days holiday and bank holidays.

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 KPIs including renewal retention 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.

Skills

Customer retention

Account management

Insurance knowledge

CRM software

Communication skills

Interpersonal skills

Attention to detail

Job description

Anderson Scott Solutions Ltd. is seeking a Renewals Account Handler to manage client renewals and maintain strong relationships over the phone. The role involves talking to warm customers and no cold sales, with a basic salary of £26,000 DOE plus commission.

The successful candidate will handle a portfolio of insurance clients, calculate renewal premiums, secure 12-month renewals, and may cross-sell additional policies. Full-time Mon-Fri with 25 days holiday and bank holidays.