Renewals Account Handler

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

Renewals Account Handler

£26,000 basic DOE plus commission

Telford

Are you looking for a new role and have sales or strong customer service experience? This role is responsible for ensuring clients renew their insurance policies but you are talking to warm customers and involves no cold sales. We are looking for someone who is confident, friendly and able to build relationships over the phone.

Key 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.

Key Skills and Experience:

• 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

Excellent career progression and personal development opportunities.

Full time hours Mon-Fri, 25 days holiday + bank holidays.