Insurance Account Handler

Insurance Account Handler

£25,000 per annum | Mon-Fri, 9am-5pm no weekends

We are seeking a dedicated and customer-focused individual to join our leading national insurance provider as an Insurance Account Handler.

In this role, you will be responsible for managing inbound calls (no outbound) from existing customers, assisting them with insurance renewals, and identifying opportunities for cross-selling various insurance products including home, motor, life, and business insurance.

Key Responsibilities:

• Handle incoming calls from existing customers regarding insurance renewals and inquiries.
• Provide exceptional customer service by addressing customer queries and concerns promptly and effectively.
• Identify opportunities to cross-sell additional insurance products to meet customer needs.
• Maintain accurate records of customer interactions and transactions using the CRM system.
• Collaborate with other team members and departments to ensure seamless customer experience.
• Stay up-to-date with industry trends, product knowledge, and regulatory requirements.

Preferred Qualifications and Skills:

• Previous experience dealing with financial products or a sales based role, ideally within the insurance industry.
• Excellent communication skills, both verbal and written.
• Strong interpersonal skills with the ability to build rapport and trust with customers.
• Proficiency in using computer systems and CRM software.
• Industry certification such as CII (Chartered Insurance Institute) is desirable but not essential.
• Microsoft office skills (word, excel)
• A proactive and positive attitude towards learning and development.

Industry training of six to nine months will be provided to stay up-to-date with the latest insurance regulations for insurance product knowledge and further career development.

Why Join?

Opportunity to work in a dynamic and supportive team environment.

Comprehensive training and development programs to enhance your skills and career progression opportunities.

A chance to make a meaningful impact by helping customers protect what matters most to them through insurance solutions.

If you are passionate about providing excellent customer service, we encourage you to apply now with your CV for this exciting opportunity to join our team as an insurance Account Handler and we’ll be in touch.

For more information contact Adam on (phone number removed), office open hours Mon-Fri 9-5pm.