Account Handler- Insurance -Warwick-Onsite

Role: Account Handler
Location: Warwickshire
Type: Permanent
Salary: GBP20-25k
The role:

Due to rapid growth, our insurance client is currently recruiting for a confident Account Handler/Coordinator to join their team. The Account Handler position plays a crucial role in supporting the Account Executive and Insurance Agents in effectively managing and expanding the client base. This position involves coordinating various sales activities, managing administrative tasks, and ensuring exceptional customer service to clients. The role requires strong organisational skills, attention to detail, and the ability to work collaboratively within a team.

Responsibilities:

• Assist in managing client accounts, including responding to inquiries, resolving issues, and providing necessary support.
• Coordinate client meetings, prepare presentations, and maintain accurate records of client interactions.
• Ensure timely communication with clients to provide updates on policy changes, renewals, and other relevant information.
• Collaborate with the Account Executive and Insurance Agents to develop and implement sales strategies to meet targets and objectives.
• Prepare and process insurance quotes, applications, and endorsements, adhering to company policies and procedures.
• Follow up on leads, prospect new clients, and assist in closing sales opportunities.
• Maintain organised client files and documentation, ensuring compliance with regulatory requirements.
• Prepare and distribute policy documents, endorsements, and other correspondence accurately and promptly.
• Conduct research on industry trends, competitor activities, and market developments to identify potential growth opportunities.
• Work closely with the Account Executive and Insurance Agents to ensure a seamless client experience and efficient workflow.

Experience:

• Proven experience in sales coordination, customer service, or administrative support, preferably in the insurance industry.
• Excellent communication skills, both verbal and written, with the ability to build rapport with clients and team members.
• Strong organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Detail-oriented with a focus on accuracy and quality.
• Ability to work independently and collaboratively within a team environment.
• Adaptability to changing priorities and willingness to take on new challenges.
• Proficiency in MS Office Suite.

But it's not just about the tasks - it's about being part of a team committed to customer satisfaction and achieving greatness together. In return, our client offers more than just a job - it's a platform for growth. From comprehensive training to competitive compensation and abundant opportunities for advancement, they've got you covered.

While prior insurance experience is beneficial, it's not a must. Our client values diverse backgrounds and is committed to providing the necessary support and training for your success. So whether you're transitioning from another industry or bringing a wealth of insurance knowledge, we invite you to apply.