Account Handler
Full-Time, Permanent, Hybrid Working
North Ayrshire, SW Scotland
Salary - £26,000 + Benefits
Overview:
Our leading Financial Services partner is seeking to recruit Account Executives to join their established and growing team based in North Ayrshire.
In this role, you'll be responsible for delivering a high-quality service to both new and existing clients, ensuring strong retention levels while identifying opportunities for growth where appropriate.
This position sits within the business insurance, risk management, and transfer solutions space, offering excellent opportunities for collaboration across teams to deliver exceptional client outcomes.
What you'll be doing:
1. Create and update documents for new customers, mid-term changes, and renewals.
2. Accurately record all customer details in the system and keep information up to date.
3. Obtain renewal quotes for customers and explore all options to provide the best solution.
4. Prepare renewal documentation and ensure all cover is confirmed before the renewal date.
5. Handle queries from insurers and customers, confirm cover, process policies, and chase any outstanding documents.
6. Manage account queries and support credit control, flagging any issues as needed.
7. Follow all legal, regulatory, and company policies related to...