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Sales Account Handler
3 months ago
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
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