Overview
Kick start your career in Real Estate Insurance Account Management! We have an exciting opportunity for you to join the UK's largest independent insurance broker in Leicester. This role is ideal for someone early in their career who enjoys building relationships, staying organized, and delivering client service.
Role
The Junior Account Handler provides office-based support to the Account Executive within the Real Estate team, assisting with the day-to-day management of a portfolio of property and real estate clients. This includes supporting the renewal process by ensuring all required actions, documentation, and information are prepared accurately and on time.
Key Responsibilities
* Ensure the smooth running of the assigned portfolio on a day-to-day basis
* Develop, maintain and cultivate constructive and professional relationships with clients and insurers at all levels
* Be the first point of contact for routine client and insurer/provider queries, escalating more complex issues where appropriate
* Independently respond to queries from both clients and insurers in a proactive manner, while keeping consultants informed as appropriate
* Coordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries
* Prepare template client reports as requested by the Account Executive
* Resolve any identified discrepancies in provider documentation before sending to clients
* Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing
* Maintain client records and data in line with Everywhen systems and protocols
* Provide a proactive professional telephone handling service for both internal and external contracts, including clients, providers and Everywhen colleagues
Essential Criteria
* Background in Insurance – Either at an Insurer or Broker
* Background in Customer Service/Sales
* 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 teamwork skills
* Influencing and negotiation skills
* Oral and written communication skills
* Commercial awareness
* Willingness to learn
* Resilience to deal with problems and constructive criticism
Benefits
* Holiday entitlement of 26 days plus bank holidays
* Opportunity to progress your career across the entire Everywhen family
* Opportunity to gain CII or ACII qualifications
* Pensions scheme
* 24-hour support for physical and mental wellbeing
* 1 day paid volunteering day
* The Spotlight Awards to recognize talent across the group
So, what are you waiting for? Apply today and one of our team will be in touch.
Everywhen is an equal opportunities employer, with a growing 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 commencing employment, including verification of recent employment, address, credit history and a standard criminal record check. We may close a vacancy prior to the advertised end date if the required quality or number of applications has been received. No Agencies please.
Note: This description may be updated to reflect the needs of the business.
#J-18808-Ljbffr