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Harvard Associates Ltd
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Taunton, Somerset
Account Handler
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
“A superb opportunity to join a well-known and established Financial Services Company that can offer genuine career progression.” Account Handler Based in Taunton Salary: Up to £26,000 Our client is one of the UKs largest Financial Services companies, providing over 100,000 clients with support and guidance on their insurance needs, offering over 200 specialist policies. Job Outline: The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Key Objectives and Responsibilities: Ensure the smooth running of assigned portfolio on a day to day basis Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries Prepare template client reports as request by Account Executive Resolve any identified discrepancies in provider documentation before sending to clients Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing Maintain client records and data in line with the companies systems and protocols Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues Experience: Background in Insurance - Either at an Insurer or Broker Background in Customer Service/Sales