Account Handler
Salary negotiable (DOE)

Trainee Account Handler/Account Handler

Ref: 4014| Posted: 16th Dec 2022

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An exciting job opportunity for either an experienced Insurance Account Handler or a Trainee Account Handler to join a thriving leading Insurance Broker who is based in Guildford.

If you are keen to learn, like working in a fast-paced environment and you have experience in helping customers and want to work for a company that offers the very best support for their clients, then please apply to the role, as we want to hear from you!

You will receive excellent training, career development, benefits, long-term prospects, and continued support and have the opportunity to work within a highly experienced, friendly, and thriving team.

Duties include

  • Working in partnership with our Account Executives, to deliver the needs of your clients. First-class interpersonal skills, dedicated to customer happiness and aware of maximising opportunities are critical to your success.
  • Build renewals documents, reports, balancing the mid-term adjustments and crafting new quotes for customers. A high attention to detail is essential when dealing with this much information.
  • Ensure client details are recorded accurately and entered onto Acturis quickly; this allows you to keep all client records accurate for audit purposes.
  • Provide cover by renewal date to meet your client needs. Being organised, efficient and dedicated to your clients means you handle all of this on their behalf.
  • Assist your clients with queries daily, confirm cover with the insurers, process policies and chase up outstanding documentation when required.
  • Manage all account queries and credit control matters, highlighting any concerns to account managers on time.
  • Prepare underwriting information for presentations to insurers.  Design and deliver presentations as required
  • Follow up on new and existing renewal business quotations

Experience required

  • Educated to A level or equivalent
  • Excellent communication and IT skills
  • Keen to learn, and the ability to think on your feet and work in a fast-paced environment
  • It's desirable that candidates have some insurance experience, however full training can be provided.
  • Willing to work towards the Cert CII qualification

Benefits include

  • A competitive salary (DOE)
  • Training towards Cert CII, Dip CII, and ACII
  • 25 days holiday + the opportunity to buy/sell an additional 5 days
  • Salary increases with years of service
  • Flexible benefits for you to tailor around your needs - (including gym membership, season ticket allowance, etc.)
  • Death in service (x4 salary)
  • Hybrid working flexibility after the training/induction period
  • Excellent training and career development
  • Offices close to Guildford train station

Please apply for the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 5 working days of receiving your job application to discuss the opportunity in more detail.

At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we’re looking for in this or other roles.