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Insurance account handler

Burnley
Everywhen
Insurance account handler
Posted: 1 March
Offer description

About the Role

Are you experienced in the insurance industry and looking for a new challenge? We've got an exciting opportunity for you to become part of the UK's largest independent insurance broker, right here in Burnley.

The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day-to-day running of the client portfolio, including setting up all appropriate actions required for contract renewal.

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
* 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, whilst keeping consultants informed as appropriate
* Co‑ordinate 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 & external contracts, including clients, providers and Everywhen colleagues


Essential Criteria - Must be demonstrated on CV

* 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 teamworking 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


Benefits

* Holiday entitlement of 26 days plus bank holidays
* 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 is time to retire
* 24‑hour support for physical and mental wellbeing
* 1 day paid volunteering day to give back to our communities
* The Spotlight Awards, where we shine a light on the brightest talent across our group!


Apply Today

So, what are you waiting for? Apply today and one of our team will be in touch.


Equal Opportunities Statement

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.


Employment Checks

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.


Recruiters & Employment Agencies

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.


More About Our Benefits

Click here here to see our standard benefits page.

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