Overview
Join to apply for the Account Handler - Motor Trade role at Thinkways Software Technologies Pvt. Ltd.
Motor Trade Account Handler
Location: Brentwood/Colchester/ Wakefield/Edinburgh/ Birmingham
Responsibilities
As an Account Handler, you will provide quotations for New Business, Existing Business and Renewals to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.
* Provide top-notch customer service, efficiently handling new business, renewals, and existing policies for Clegg Gifford.
* Master the processes for quoting and recommending the right products to meet client needs.
* Present clear, fair, and accurate product info to help clients make informed decisions.
* Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business.
* Keep detailed, accurate records of all customer interactions.
* Spot complaints and escalate them to the appropriate handler.
* Address queries via email, phone, and in person, ensuring all SLAs are met.
* Act as a referral point for trainees in the branch.
* Ensure full compliance, including treating customers fairly and contract certainty.
* Attend client meetings when necessary.
* Help achieve business goals by identifying opportunities and upselling.
Qualifications
* Strong communicator
* In-depth understanding of the UK insurance market, including trends, risks, and regulations a plus
* Skilled at assessing diverse client needs, industry risks, and business goals.
* Highly organized, with the ability to prioritize and complete tasks efficiently.
* Positive, enthusiastic, and motivating in your approach to work.
* Experience in a broking or underwriting environment is a plus
* Cert CII qualification is a plus.
National Account Manager (Online Grocery) postings and other locations are listed elsewhere and do not pertain to this specific role.
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