Account Handler

Reed ,
Yelverton, Devon
Job Type: Full-time
Salary: £18,000 per annum

Overview

I am recruiting for a part time Account Handler. Offering good career prospects, they are willing to support training for Cert qualification. This would be a great opportunity for someone with a call-centre background. The successful candidate will undertake duties within the Personal Insurances Department. This is predominantly a telephone based role but not cold calling. You will need: • To comply with FCA Regulations. • To comply with the FCA’s Treating Customers Fairly principle including: • Acting in an honest and open manner at all times with both clients and the Company. • Acting with integrity by demonstrating fairness and impartiality. • Demonstrating a client focused approach. • To ensure that business transactions are conducted in a way that is clear and straightforward. • To enhance your role by undertaking appropriate training and personal development courses, as required. Responsibilities will include: • To successfully broke new business enquiries and insurance renewals and provide a first class service to clients by fulfilling their insurance requirements. • To handle day to day queries from clients and act as point of contact. • To build and maintain relationships with clients, insurers and other staff within the Company. • To liaise with colleagues to share information about the current insurance marketplace, and to assist them with any insurance queries. • To comply with service standards at all times, to ensure the best service is provided to clients. • To provide insurers and underwriters with accurate information to ensure they can assess each risk correctly. • To maintain accurate files and to ensure copies of correspondence and telephone notes are correctly recorded. • To maintain clients’ and the Company’s confidentiality at all times. • To fully understand and adhere to Policies and Procedures. • To comply with the Company Policy on Information Security and Acceptable Use. • To undertake all other duties as reasonably required and directed. Ideally you will be experienced in account handling of new and existing insurance clients. • Excellent customer service skills and telephone manner, effective communication skills, both verbal and written. • Ability to gather and analyse information for the client and resolve problems. • Ability to identify and respond appropriately to an individual client’s level of understanding. • Ability to identify and match products with client requirements. • Ability to persuade and influence others. Good benefits package.