The role of the Account Handler is to provide office-based support in the day to day running of the client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals.
The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.
Key Responsibilities
Ensure the smooth running of assigned portfolio on a day-to-day basis
Achieve agreed retention rates
Achieve cross selling and referral targets
Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
Independently respond to queries from both clients and insurers in a pro-active manner
Resolve any identified discrepancies in provider documentation before sending to clients
Maintain client records and data in line with our systems and protocols
Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues.
Criteria – must be clearly demonstrated on CV
Background in Insurance - Either at an Insurer or Broker is preffered.
Background in Customer Service/Sales
Also, Essential
Excellent communication and interpersonal skills
Proactive attitude, with the ability to use initiative
Excellent organisational skills
The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
Effective team working skills
Influencing and negotiation skills
Oral and written communication skills
Commercial awareness
Willingness to learn
Resilience, to enable you to deal with problems and constructive criticism
In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing.
Some of the other benefits are:
Holiday entitlement of 26 days plus bank holidays increasing with length of service
Opportunity to progress your career across the entire Everywhen family
Gain CII or ACII qualifications to boost your knowledge and career prospects
Pensions scheme for when you feel it’s time to retire
24-hour support for physical and mental wellbeing
1 days paid volunteering day to give back to our communities
The Spotlight Awards, where we shine a light on the brightest talent across our group
So, what are you waiting for? Apply today and one of our team will be in touch.
#AIB #LI-RM1 IND01 #INDX1
Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.
If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.
Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.
Insurance Account Handler - Personal Lines • Swansea, West Glamorgan, GB_WLS
Ernie’s is seeking enthusiastic individuals with proven customer service experience to join our Car Parts team.You will be confident in dealing with customers and have a solid background in sales o... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
Swansea-based law firm is seeking a Private Client Solicitor to join their team with flexible full- or part-time arrangements and a hybrid working model.The role involves managing a private client ... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
Industry Sales Account Manager – South Wales.As an Account Manager in our Energy and Industry division you will be pivotal in driving growth and customer satisfaction across some of our largest, mo... Show more
Any UK Office Hub (Bristol / London / Manchester / Swansea).Our aim at Made Tech is to use human‑centred technology to improve society.We believe putting people at the heart of designing, building ... Show more
Made Tech is looking for a Client Partner in the Health sector to develop and grow strategic accounts.This role requires building strong relationships with clients, understanding their challenges, ... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
A respected law firm in Swansea is seeking a Private Client Solicitor with 1–3 years PQE to manage a diverse caseload of wills, probate, and trusts.This role offers a competitive salary between £40... Show more
Now accepting applicants for Focus Group studies.Earn up to £700 per week part-time working from home.Must register to see if you qualify.No customer service representative agent experience needed.... Show more
Everest is seeking a self employed Field Sales Consultant to visit customers at home, present design options, and close sales with a consultative approach using our bespoke design software.You will... Show more
This is a zero hour contract role!.Are you looking to start a career in the Car and Van Rental Industry? Whether you have current or prior experience, this could be the perfect opportunity for you!... Show more
Legal Advisor Personal Injury South Wales | Full-Time | Injury Services TSR Legal is proud to be working with a leading regional law firm seeking a motivated and detail-oriented Legal Advisor to j... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
Now accepting applicants for Focus Group studies.Earn up to £700 per week part-time working from home.Must register to see if you qualify.No call centre representative agent experience needed.Call ... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
Recruitment Partner (Freelance / Remote).Independent / Flexible / Commission-Based.RecXchange is a global recruiter operating system designed for experienced recruiters and ambitious professionals ... Show more
EE Merthyr Tydfil Contact Centre - Full-time role - 37.If you’re outgoing, full of energy and love talking to people, you’d be better off in sales with EE.Maybe you’ve worked in retail, or hospital... Show more
