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Account Handler

 

 

 

JOB DESCRIPTION:

 We  are seeking a motivated individual to join our team. We are a vibrant and independent insurance broker with ambitious growth plans. This is a fantastic opportunity to be part of a unique company that is flexible and believes in promoting the welfare of its employees.

Duties and responsibilities include but are not restricted to:

  • Effectively manage customers enquires and queries through a variety of communication channels.
  • Obtain and provide quotations, administer mid-term adjustments, and manage new and renewed policies.
  • Use all relevant information to maximise opportunities to cross sell and up sell insurance products.
  • Actively seek new clients through prospecting, networking, and lead generation. (The predominant book of business is Healthcare with an element of all trades /policies)
  • Monitor social media platforms – whatsapp, linkedin, facebook etc for incoming leads (successful candidate will be trained).
  • Occasionally, attending client meetings (big clients) – pre renewal and renewal.
  • Occasionally, attend social and business events / conferences (we get most of our leads from these)
  • Operate within own area of accountability, proactively escalating issues and seeking guidance.
  • Understand business issues and recommend solutions to improve.
  • Commit to and demonstrate own personal development
  • Adhere to deadlines and manage expectations accordingly
  • Deal with inquiries from clients, insurers, and third parties professionally and promptly.
  • Ensure Compliance With FCA And Other Regulatory Requirements.

 

Attitude and assumptions

 

  • Building relationships with internal and external customers
  • Communicating and interacting effectively with people at all levels
  • Establishing and maintaining quality standards in respect of accuracy of information
  • Delivering right first time service excellence
  • Ensuring adherence to policies and procedures and legislative requirements

 

KNOWLEDGE

  • Desirable-  Cert CII.
  • Essential – Acturis experience 
  • Desirable – Dip CII

 

EXPERIENCE

  • At least 2 years commercial insurance experience.

 

SKILLS

 

  • Excellent communication skills.
  • Works on own initiative.
  • Knowledge of the insurance market would be ideal, however training will be provided
  • Experience of achieving targets and goals.

 

Our employee benefits include:

 

  • Flexible working
  • Funded training and examination support
  • Generous Holiday Entitlement (we will even give you half a day off on your birthday)

 

 

 


Location: Leicester | Salary: 30000 per year | Job type: Permanent | Posted: 17/02/2025

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