SME Insurance Account Handler | Growth & Study Support

Get Recruited; Stourbridge; Presencial; GBP 36.000 - 44.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Study support

Career progression

Independent brokerage environment

Descripción de la vacante

Get Recruited is partnering with a small independent brokerage in Dudley to recruit an SME Account Handler as the team grows. You'll join a collaborative business in Stourbridge where you can contribute to how the team develops, with study support and opportunities to progress your career.

You'll be supported to develop specialist skills in SME insurance. For an SME Account Handler who enjoys looking after clients and working closely with colleagues, this role offers the chance for your

Formación

• Experience as SME/Commercial Account Handler in SME insurance.
• Ability to understand client needs and explain insurance clearly.
• Strong telephone, written, and verbal communication.
• Organised with ability to manage own workload.
• Comfortable identifying sales and cross-selling opportunities.
• Collaborative mindset and ambition to develop insurance career.

Responsabilidades

• Maintain regular contact with existing SME clients, understanding their businesses and reviewing whether their insurance continues to meet their needs.
• Ask relevant questions and assess client requirements, identifying changes in their circumstances or potential gaps in cover.
• Respond to customer enquiries clearly and promptly, maintaining agreed service standards and keeping clients informed.
• Work closely with Account Executives and fellow handlers to coordinate activity and deliver a consistent service.
• Identify appropriate opportunities to sell or cross-sell insurance products where they meet a client's needs.
• Keep files, notes and policy records clear, accurate and up to date so colleagues can provide continuity during absences.
• Organise your workload effectively, balancing ongoing client contact with administration and outstanding actions.
• Follow FCA requirements and internal procedures, maintaining accurate documentation throughout.

Conocimientos

Client relationship management

Communication skills

Organisational skills

Cross-selling

Team collaboration

Descripción del empleo

Get Recruited is partnering with a small independent brokerage in Dudley to recruit an SME Account Handler as the team grows. You'll join a collaborative business in Stourbridge where you can contribute to how the team develops, with study support and opportunities to progress your career.

You'll be supported to develop specialist skills in SME insurance. For an SME Account Handler who enjoys looking after clients and working closely with colleagues, this role offers the chance for your