Trainee Insurance Account Handler

3 weeks ago


Doncaster South Yorkshire, United Kingdom Granton Associates Full time

Trainee Insurance Account Handler Position Overview: As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail, effective communication skills, and the ability to manage multiple tasks efficiently. Key Responsibilities: Administrative Support: Assist in administrative tasks such as filing, scanning, and photocopying documents. Handle incoming and outgoing correspondence and emails. Phone Communication:

  • Manage incoming phone calls and direct them appropriately.
  • Conduct some cold calling activities as required.
Data Input and Management:
  • Input and update client information accurately into databases or CRM systems.
  • Ensure data integrity and confidentiality.
Documentation Management:
  • Organise and maintain insurance documents and records.
  • Prepare paperwork for client policies and claims.
Software Skills:
  • Utilise Microsoft Word and Excel proficiently for various tasks such as report generation and data analysis.
  • Familiarity with CRM (Customer Relationship Management) systems for client management.
Compliance and Regulatory Awareness:
  • Adhere to industry regulations and company policies.
  • Maintain records in compliance with legal requirements.
Calendar Management:
  • Assist in scheduling appointments and meetings.
  • Coordinate calendars for team members.
Work Hours and Benefits: WorkING HOURS:
  • Monday to Thursday: 09:00 AM - 05:00 PM
  • Friday: 09:00 AM - 04:30 PM
Salary: * Initial salary at minimum wage, with a review after 3 months. Benefits:
  • Death in Service Benefit (4 times annual salary).
  • Pension scheme.
  • 25 days of paid annual leave plus 8 bank holidays.
  • Annual race days (special event days off).
  • Eligibility for team performance bonuses based on targets and objectives.
Qualifications and Skills:
  • Strong organisational skills with attention to detail.
  • Good communication skills (verbal and written).
  • Proficient in Microsoft Office applications (Word, Excel).
  • Ability to learn and adapt to new systems and procedures.
  • Basic understanding of insurance principles (preferred but not required).
  • Ability to work effectively in a team environment.
This role offers a great opportunity for someone looking to start a career in insurance, providing valuable experience and exposure to various aspects of insurance account handling and administration. The successful candidate will receive training and ongoing support to develop their skills within the insurance industry

  • Doncaster, South Yorkshire, United Kingdom Granton Associates Full time

    Trainee Insurance Account Handler Position Overview: As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail,...


  • Doncaster, South Yorkshire, United Kingdom Granton Associates Full time

    Trainee Insurance Account Handler Position Overview: As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail,...


  • Doncaster, United Kingdom Granton Associates Full time

    Trainee Insurance Account Handler Position Overview: As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail,...


  • Doncaster, United Kingdom Granton Associates Full time

    Trainee Insurance Account HandlerPosition Overview:As a Trainee Insurance Account Handler, you will support the insurance team by performing administrative duties, handling phone communications, including some cold calling, data entry, document management, and utilising software such as Word, Excel, and CRM systems. This role requires attention to detail,...


  • York, North Yorkshire, United Kingdom Get Recruited (UK) Ltd Full time €40,000

    Commercial Insurance Account Handler York + Hybrid Working Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York click apply for full job details


  • York, North Yorkshire, United Kingdom Get Recruited (UK) Ltd Full time €40,000

    Commercial Insurance Account Handler York + Hybrid Working Salary up to £40,000 Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York. In this pivotal role, you will be responsible for managing and...


  • York, North Yorkshire, United Kingdom Get Recruited (UK) Ltd Full time €40,000

    Commercial Insurance Account Handler York + Hybrid Working Salary up to £40,000 Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York. In this pivotal role, you will be responsible for managing and...


  • North Yorkshire, United Kingdom Get Recruited Ltd Full time

    Commercial Insurance Account Handler York + Hybrid Working Salary up to £40,000Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York. In this pivotal role, you will be responsible for managing and...


  • York, North Yorkshire, United Kingdom Get Recruited (UK) Ltd Full time €40,000

    Commercial Insurance Account Handler York + Hybrid Working Salary up to £40,000 Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York. In this pivotal role, you will be responsible for managing and...


  • York, North Yorkshire, United Kingdom Get Recruited (UK) Ltd Full time €40,000

    Commercial Insurance Account Handler York + Hybrid Working Salary up to £40,000 Are you an experienced and customer-focused commercial insurance professional? Join our dynamic team as a Commercial Insurance Account Handler at a leading commercial insurance brokerage firm based in York. In this pivotal role, you will be responsible for managing and...

  • Account Handler

    3 days ago


    Doncaster, South Yorkshire, United Kingdom A for Appointments Full time

    Commercial Insurance - Account Handler 34-38k + BONUS Our client, a market leading insurance company are looking for a Broker Account Handler to come and join their team. This key role will help drive sales across the business and support in business development. You will be a member of the Commercial Broking Team to provide a seamless service, providing...

  • Account Handler

    4 days ago


    Doncaster, South Yorkshire, United Kingdom A for Appointments Full time

    Commercial Insurance - Account Handler 34-38k + BONUS Our client, a market leading insurance company are looking for a Broker Account Handler to come and join their team. This key role will help drive sales across the business and support in business development. You will be a member of the Commercial Broking Team to provide a seamless service, providing...


  • South Ockendon, United Kingdom CLARK JAMES INSURANCE RECRUITMENT Full time

    **Do you have good experience in Property, Commercial or Household Insurance claims? And want a role with hybrid working?** We are really excited about this claims role because we love the company and these opportunities are particularly rare at the moment with this type of broker. Two levels are open, Claims handler and Senior claims handler for the more...


  • South East England, United Kingdom Citynet Full time

    The Role: Senior Account Handler - Wholesale The Senior Account Handler will workwithin a team compromising of Account Executives, Account Manager, Senior Account Handlers, Account Handlers and Trainee Handlers. Responsibilities: To support the Account Executives in maintaining positive Client relationships Support the Account Manager in the...


  • Doncaster, United Kingdom Heat Recruitment Full time

    Independent broker based on Doncaster is looking for an Account Handler to join their team. You will have the opportunity to manage your own book of business dealing with the clients direct for approx. 10-15 cases per month. Additionally you will be the handler for the execs as part of a team processing both renewal and new business cases acrossall classes...


  • Guiseley, West Yorkshire, United Kingdom JMG Group Full time

    JMG Group is a Private Equity backed insurance broking group based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020. We have a brand-new batch of opportunities for experienced Account...


  • Guiseley, West Yorkshire, United Kingdom JMG Group Full time

    JMG Group is a Private Equity backed insurance broking group based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions and doubled in size since we completed our MBO in November 2020. We have a brand-new batch of opportunities for experienced Account...


  • West Yorkshire, United Kingdom Advantage Group Full time

    Based on the outskirts of Wakefield , our client is looking for a Commercial Account Handler. Offering a great working environment within a friendly team , they are specialists in bespoke insurance cover within construction , food and other niche sectors. Genuine progression is on offer to the the right candidate alongside all the benefits you would...

  • Sme Account Handler

    1 month ago


    Doncaster, United Kingdom Nixon Allen Limited Full time

    SME Account Handler required to join a highly thought of insurance broker based in Doncaster due to company growth. As an Account Handler you will mainly be involved in managing an existing book of renewals, where you will place and renew business on behalf of a range of SME clients, across a broad range of sectors. You will need to establish and develop...


  • Wakefield, West Yorkshire, United Kingdom GetRecruited UK Ltd Full time

    COMMERCIAL ACCOUNT HANDLER My client is a Chartered Insurance Broker working with the commercial sector and is now looking to expand their team after recent unprecedented growth and have a position for a Insurance account handler to join them. The candidate will need to be highly enthusiastic and willing to learn, looking to grow their career within the...