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Sales Account Handler

3 months ago


Telford, Telford and Wrekin, United Kingdom Anderson Scott Solutions Ltd Full time

Sales Account Handler

Salary £20,000 basic plus bonus and benefits

Telford

Permanent

Key Responsibilities
To handle a portfolio of small and medium sized clients. Follow up on sales leads passed to the department.

To provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate coverat a competitive premium.


  • Calculating and delivering insurance cover and premiums
  • Negotiating and securing business
  • Take instructions relating to the provision of insurance cover from clients.
  • Liaise with insurance providers.
  • Check policy documents, (including endorsements) for accuracy
  • Handle the invoicing of premiums due throughout the life of policy.
  • Ensure that files are diarised on the company computer system
  • To maintain effective credit control in respect of allocated clients
  • Processing correspondence, invoicing, quotations, midterm adjustments
  • Obtaining quotations and arranging cover.
  • Cross selling and upselling policies the company may require
  • Verifying documentation and endorsements.
  • Preparation of renewal reports and new business quotations

Skills Required:

  • A highly driven, motivated and enthusiastic character who thrives on relationship building with clients
  • Highly developed communication skills, both verbal and written
  • Confident and effective telephone skills.
  • A team player
  • The ability to prioritise and organise own workload
  • Ability to work under pressure and to deadlines when required
  • Ability to work without supervision, take ownership of their work
  • Must be computer literate, knowledge of Microsoft Office
  • Word, Excel, Outlook
Insurance experience is advantageous but not essential.

Training will be offered to individuals who have ambition and desire to work hard, learn, grow, develop and be successful.


Benefits - all benefits are eligible after successful probation period and salary grade
days holidays plus stats

  • Flexi benefits up to 2.5% or 5% of salary


Core benefits
  • Critical illness, Income Protection, Life Assurance, Motor Breakdown, Pension


Well Being benefits
  • Cycle to work scheme, dental, Gym membership, health screening, private medical


Lifestyle Benefits
  • Charitable giving, Childcare vouchers, holiday trading, restaurant discounts and travel insurance