Trainee Insurance Account Handler
2 months ago
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
-
Trainee Insurance Account Handler
3 weeks ago
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...
-
Trainee Insurance Account Handler
3 weeks ago
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...
-
Trainee Insurance Account Handler
3 weeks ago
Doncaster, United Kingdom Granton Associates Full timeTrainee 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,...
-
Trainee Insurance Account Handler
2 months ago
Doncaster, United Kingdom Granton Associates Full timeTrainee 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,...
-
Insurance Account Handler
2 months ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Insurance Account Handler
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Insurance Account Handler
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Insurance Account Handler
1 month ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Trainee Insurance Account Handler
2 months ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Trainee Insurance Account Handler
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Trainee Insurance Account Handler
1 month ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Trainee Insurance Account Handler
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Granton Associates Full timeTrainee 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,...
-
Commercial Insurance Account Handler
1 week ago
Doncaster, Doncaster, United Kingdom A for Appointments Full timeCommercial Account HandlerDoncasterSalary: Up to £35,000- £38k dependent upon experienceWorking Hours: 8.30 to 5.00 Monday to FridayOur client, a leading insurance company, is seeking a Broker Account Handler to join their team. This vital role will drive sales and support business development in various sectors including professions, manufacturers,...
-
Commercial Insurance Account Handler
2 weeks ago
Doncaster, United Kingdom A for Appointments Full timeCommercial AccountHandler Doncaster 34-38k 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. Within the division your client portfolio will include professions, manufacturers, warehouses, property...
-
Corporate Account Handler
1 week ago
Doncaster, United Kingdom Parker Franklyn Ltd Full timeAre you an established Commercial Account Handler that wants to feel valued by your employer? Do your current company should enough for Health and Wellbeing? Is having a structure for continuous development/ progression important to you? If so, we’re working with an established Chartered Broker in South Yorkshire that is looking to appoint a Corporate...
-
Commercial Account Handler
4 weeks ago
Doncaster, United Kingdom A for Appointments Full timeWork with an award-winning commercial insurance broker- Offering great earning potential, excellent career development opportunities, Gym membership, star of the month schemes, extra incentives + much more. With a focus on diverse client portfolios ranging from professions to high-tech companies, you’ll collaborate closely with Account Executives and the...
-
Commercial Account Handler
3 weeks ago
Doncaster, United Kingdom A for Appointments Full timeWork with an award-winning commercial insurance broker- Offering great earning potential, excellent career development opportunities, Gym membership, star of the month schemes, extra incentives + much more. With a focus on diverse client portfolios ranging from professions to high-tech companies, you’ll collaborate closely with Account Executives and the...
-
Commercial Account Handler
3 weeks ago
Doncaster, United Kingdom A for Appointments Full timeWork with an award-winning commercial insurance broker- Offering great earning potential, excellent career development opportunities, Gym membership, star of the month schemes, extra incentives + much more. With a focus on diverse client portfolios ranging from professions to high-tech companies, you’ll collaborate closely with Account Executives and the...
-
Commercial Account Handler
4 weeks ago
Doncaster, United Kingdom A for Appointments Full timeWork with an award-winning commercial insurance broker- Offering great earning potential, excellent career development opportunities, Gym membership, star of the month schemes, extra incentives + much more. With a focus on diverse client portfolios ranging from professions to high-tech companies, you’ll collaborate closely with Account Executives and the...
-
Commercial Account Handler
1 week ago
Doncaster, Doncaster, United Kingdom A for Appointments Full timeWork with an award-winning commercial insurance broker- Offering great earning potential, excellent career development opportunities, Gym membership, star of the month schemes, extra incentives + much more. With a focus on diverse client portfolios ranging from professions to high-tech companies, you'll collaborate closely with Account Executives and the...
