Renewals Account Handler

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

Benefits offered by this job

25 days holiday plus bank holidays

Job summary

Anderson Scott Solutions Ltd in Telford is seeking a Renewals Account Handler to manage a portfolio of insurance clients, focusing on renewals with no cold sales. You will contact warm customers, calculate renewal premiums, negotiate terms and secure a further 12 months of cover.

The role emphasizes building relationships over the phone, meeting KPIs like retention and cross-sell targets, and providing a high level of service with accurate documentation and timely quotations.

Qualifications

• Experience in customer retention, service, account management, and insurance.
• Strong organisational and administrative skills.
• Proficiency in using CRM software and other relevant tools.

Responsibilities

• Handle a portfolio of smaller and medium sized insurances/clients.
• Telephoning clients prior to renewal and conducting a pre-renewal fact find.
• Calculate and deliver renewal premiums.
• Negotiate and secure a further 12 months of cover.
• Agree payment methods and arrange finance of renewal premium if required.
• Cross-sell policies the client does not currently have.
• Meet KPIs including renewal retention, rate changes and cross-sell penetration.
• Provide a quality service advising, arranging and securing appropriate cover.
• Take instructions from clients and senior staff when appropriate.
• Check policy documents for accuracy prior to receipt by clients.
• Obtain quotations for new and renewal business.

Skills

Customer retention

Account management

Insurance

CRM software

Communication skills

Teamwork

Attention to detail

Tools

CRM software

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.