Alcester - Up to £40,000 per annum - Full-time - Hybrid

Our client, a leading insurance specialist based in Alcester, is looking to grow their team. As part of their team, you'll be able to make a real impact.  As an Account Handler, you will be responsible for providing a comprehensive insurance service to existing and potential new clients. This involves providing quotations via the telephone, face to face or in writing, placing cover when instructed, inviting and confirming renewals dealing with midterm adjustments, and where appropriate, aiding with claim issues.

The role includes a mix of handling your own clients end to end and working with Account Executives to look after clients’ needs to ultimately help us achieve our business objectives and continued growth.

As an Account Handler, what will my day-to-day responsibilities be:

• Provide new business quotations on request
• Providing relevant advice, information, and guidance
• Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created
• Take instructions from existing clients in respect of alterations to current policies, ensuring insurers are notified and records updated
• Working with the Account Executives to plan strategy i.e., renewal approach, identify cross-sale opportunities
• Negotiating with Underwriters to achieve optimal outcome for clients.
• Offer renewal of existing clients’ policies with the current insurer or move to a new insurer, as appropriate 
• Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed
• Control your own diary system, ensuring all items are followed up by the due dates
• Maintenance of up-to-date client records on the company's electronic filing system
• Identify, plan and achieve cross-sale opportunities, working with specialist areas within the group
• Support clients in the event of claims
• Provision of risk management advice and risk prevention information/requirements in conjunction with or adherence to Insurers
• Assist, when required, with the Accounts function of the business in carrying out credit control with relevant customers
• To accompany Account Executives on client visits when required

What skills and experience do I need for this Account Handler role

• A minimum of 2 years of broking experience
• Knowledge of the following classes of insurance - Property, Package Policies
• Strong interpersonal skills and excellent communication skills, particularly over the phone
• The ability to work efficiently under pressure and prioritise your workload
• Excellent planning, organisational and time management skills
• Be a good team player with a drive to succeed
• Negotiation skills
• Acts compliantly with a good understanding of regulatory requirements
• IT literate with client systems and Microsoft packages
• Ideally, be qualified to Cert CII level or be prepared to attain this with support from the business

What's on offer for this Account Handler role?

• Salary up to £40,000 per annum
• Full-time - Hybrid
• Company pension scheme
• Private medical insurance
• Income protection
• Life Assurance 4x salary
• Electric car scheme
• Well-being and charity initiatives
• Career Development
• Wellbeing support
• Annual leave accrues up to 27 days, and you can purchase 3 additional days plus bank holidays.
• £1000 referral bonus