About

The role of the Account Handler is to provide office-based support in the day to day running of the personal lines 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 ResponsibilitiesEnsure the smooth running of assigned portfolio on a day-to-day basisAchieve agreed retention ratesAchieve cross selling and referral targetsDevelop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levelsBe the first point of contact for day-to-day enquiries from clients, providers and other internal and external sourcesIndependently respond to queries from both clients and insurers in a pro-active mannerResolve any identified discrepancies in provider documentation before sending to clientsMaintain client records and data in line with our systems and protocolsProvide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues.Essential Criteria – must be clearly demonstrated on CVBackground in Insurance - Either at an Insurer or BrokerBackground in Customer Service/SalesAlso, EssentialExcellent communication and interpersonal skillsProactive attitude, with the ability to use initiativeExcellent organisational skillsThe ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detailEffective teamworking skillsInfl