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01206 984042

Account Handler

  • Colchester
  • up to £40k DOE
  • Mon-Fri 9-5
  • Permanent
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Job Description

Website notice: Our website is currently undergoing maintenance, so the online application form is currently unavailable.

To apply for this role, please email your CV to team@lighthousepersonnel.co.uk .

 

‘Recruiting for your future success’

Our client is a commercial Insurance Broker based in Colchester who pride themselves on providing their clients a first-class bespoke service. With a forward-thinking, consultative approach to insurance broking, they are looking for a like-minded individual to join them as an Account Handler based at their Colchester office.

Job Duties

The role of the Account Handler is to manage some of the business’ key client relationships as they continue to grow. As a developing business they are seeking someone looking to join a thriving, dynamic insurance company offering a unique service to their clients.

Duties (include but are not limited to):

  • Manage personable, professional relationships with clients regarding their insurance products
  • Keep regular contact via phone, email and face to face meetings to ensure the right products are sought, opportunities are identified and client needs are fully serviced
  • Interact with Claims staff when required, ensuring information is accurately recorded and passed on
  • Regularly update CRM system with accurate client information and notes from contact
  • Support colleagues in identifying and developing new business opportunities with new clients
  • Review client renewal requirements and maintain proactive contact with clients prior to renewal, discussing options with clients, providing a tailored approach to their needs.
  • Quote additional products for existing clients, making recommendations on additional covers. And providing quotes to new clients.
  • Liaise with Underwriters regarding underwriting papers
  • Proactively engage with colleagues to support the development of this innovative business
  • Ensure all duties are carried out in accordance with company procedures and FCA regulations
Benefits

Up to £40k DOE | 9-5pm Mon-Fri (hybrid working) | Colchester | Commercial insurance | Relationship management | Experienced Insurance Professional | Thriving, innovative Insurance Broker

Company Description
Applicant Specification
  • 3 years plus experience in insurance (account handling)
  • Full UK driving licence for occasional travel to events / client visits
  • Experience in sales/customer service/account management, preferably including meeting clients
  • Good level of education with professional qualification or an enthusiasm to gain them
  • Ensure confidentiality is always maintained
  • Flexibility in your approach to work
  • A personable team-player, confident and building effective relationships
  • A competent user of technology who embraces change
  • Previous experience as an Account Handler within an Insurance Broker.
  • CII qualifications to the appropriate level or willingness to undertake them.
  • Use of Acturis platform.

DBS/criminal records check to be carried out by employer: Yes

 

Website notice: Our website is currently undergoing maintenance, so the online application form is currently unavailable.

To apply for this role, please email your CV to team@lighthousepersonnel.co.uk .

Contacts

PLEASE NOTE WE RECEIVE A LARGE NUMBER OF APPLICATIONS PER VACANCY AND UNFORTUNATELY CANNOT RESPOND TO ALL APPLICANTS. THEREFORE, IF YOU HAVE NOT HEARD FROM US WITHIN A MONTH FROM APPLICATION DATE, IT IS LIKELY THAT YOU HAVE BEEN UNSUCCESSFUL.

If you have been successful, we will contact you by the phone and begin taking you through our step by step recruitment process, doing our upmost to ensure the role is right for you, ascertaining your suitability in the process. This process will all be explained on initial contact.

If you are interested in the role and have further questions, please don’t hesitate to call us on 01206 984042 to speak to one of our team members confidentially.

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