Account Handler (Cornwall)
We are a UK-based independent insurance broker and we are looking for an Account Handler in Cornwall.
The Account Handler provides office-based support to the assigned Account Executive in the day-to-day running of the client portfolio, handling all client and provider queries and ensuring contract renewals and required actions are completed.
Key Responsibilities
* Ensure the smooth running of assigned portfolio on a day-to-day basis
* Develop, maintain and cultivate constructive and professional relationships with clients and insurers at all levels
* Act as 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 pro‑actively, while keeping consultants informed as appropriate
* Co‑ordinate administration of schemes including invoicing, membership data, claims data, communication materials and related 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 the 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
* 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
* 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 handle 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
* Pension scheme for when you feel it’s time to retire
* 24‑hour support for physical and mental wellbeing
* One paid volunteering day to give back to our communities
* The Spotlight Awards, recognising outstanding talent across the group
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.
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