Account Handler
South Croydon
£20,000pa-£25,000pa (DOE)

Trainee Commercial Account Handler (New Business)

Ref: 3734| Posted: 15th Sep 2021

A fantastic job opportunity to join a insurance professional broker who specialise in supporting a wide range of SME businesses with advice and guidance on General Insurance matters, offering the best of breed insurance products at reasonable prices. 

They are building a team of professionals who are like minded people who deliver customer service excellence, by putting customers at the heart of everything they do.

What duties can you expect day to day?

  • Manage incoming sales and member/customer enquiry calls
  • Produce and issue quotation, new business and renewal documentation
  • Assist customers to protect their material assets and liabilities
  • Follow up and convert leads as well as making outbound calls
  • Being able to work productively and efficiently as a member of a sales team as well as contributing to team discussion in regards to progression and positive change
  • Achieve agreed sales & retention targets, both individually and as part of the overall team
  • To maintain, and achieve growth in, income from existing customers
  • Developing and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner
  • Ensuring compliance with local procedures, customer service standards and external compliance regulations are met
  • Develop and maintain a thorough understanding of all products and services as to assist customers

Skills & Knowledge required

The successful candidate will have

  • Have a minimum of 5 Grade A-C GCSE's 
  • Excellent written and verbal communication skills
  • Strong analytical skills with the ability to turn findings into recommendations or positive activity
  • Good planning, organisational and time management skills
  • A strong track record in delivering on sales targets
  • IT skills including MS Office, Word, Excel and PowerPoint
  • Strong presentation skills
  • Ability to build successful business relationships
  • Willing to learn and develop into a new profession including CII membership and qualifications
  • Be polite and co-operative towards customers, brokers and colleagues

For those with industry experience

  • Competent to sell SME general insurance (or whichever sector they are in)
  • CII FIT Qualification or equivalent (we ask for all staff to take FIT if not already done so)
  • Relevant experience in a branch and/or broker sales position
  • A clear understanding of the UK insurance market and its dynamics
  • Experience of e-trading platforms; Acturis would be advantageous but not required
  • A strong track record in delivering on sales targets

Benefits & Salary 

  • Salary of £20k-£25k (based on experience)
  • 8% Non-contributory pension
  • Individual performance incentives based on audit outcome

Working hours 

Mon – Fri 9am-5.30pm working hours 

Please apply to the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.