Overview
An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.
As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth. This full-time role offers a starting salary of £30,000 and benefits.
Responsibilities
Managing inbound and outbound calls to existing clients with professionalism.
Providing bespoke advice that reflects each client's individual circumstances.
Processing policies, amendments and documentation accurately.
Negotiating with both clients and insurers to achieve the best outcomes.
Building and maintaining solid relationships with insurers, partners and introducers.
Identifying cross-selling opportunities across a range of insurance products.
Handling administrative and compliance-related duties in line with industry standards.
What We Are Looking For
Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role.
Minimum 1 year of experience working in personal lines either within motor and/or home insurance.
Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
Have previous administrative experience.
Knowledge of FCA regulatory requirements.
Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
Competence in Microsoft Office applications (Word, Excel, Outlook).
What's On Offer
Competitive base
Performance-related bonuses.
28 days' annual leave, increasing with service.
Subsidised private healthcare.
Loyalty and referral bonuses.
Discounts on insurance products.
Flexible pension scheme and eye care vouchers.
Regular social events and team-building activities.
Onsite parking and good local transport links.
Additional Information
This is an excellent opportunity to join a respected broker and build a rewarding career in client management.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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📌 Account Handler
🏢 Additional Resources
📍 Western Australia