Account Handler – UK, Croydon
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.
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 and external contracts, including clients, providers and Everywhen colleagues.
Essential Criteria
* Background in insurance – either at an insurer or broker.
* Background in customer service or 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 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.
* Support to gain CII or ACII qualifications.
* Pension scheme.
* 24‑hour support for physical and mental well‑being.
* One paid volunteering day to give back to communities.
* Spotlight Awards recognising talent within the group.
About Everywhen
Everywhen is an equal opportunities employer, committed to a working environment that is free from discrimination, inclusive and empowering our people to bring their whole selves to work and reach their full potential.
Please note: If your application is successful, we will conduct employment checks prior to commencement. We may close a vacancy earlier than advertised. No agencies please.
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