Account Handler

2 months ago

Manchester, United Kingdom LNJ Recruitment Full time

Hybrid Working
- Great Progression Oppurtunity
- Manchester City Center based

**Account Handler**

The Account Handler holds a crucial role within our organization, responsible for delivering exceptional service and guidance to both new and existing clientele. This position entails negotiations with clients and insurance providers to ensure that the insurance products offered align with client needs. The primary focus is on client retention and identifying opportunities for cross-selling additional coverage or addressing gaps in existing coverage. Regular client needs assessments, prompt responses to mid-term alterations, and offering claims advice are also key aspects of this role.

**Main Responsibilities and Duties**:

- Assist Client Managers and Department Head: Collaborate with Client Managers and the Department Head to meet client growth and retention targets. This involves responding to requests for new quotations, adjustments, and renewals, accurately gathering all necessary client information, and negotiating terms with insurers.
- Client Data Management: Ensure that all client records are meticulously established, and that all pertinent data is accurately entered into the computer system.
- Financial Transaction Recording: Accurately and promptly record all financial transactions in the computer system.
- Task Prioritization: Prioritize tasks effectively and monitor progress to ensure all client needs and requests are addressed promptly and efficiently.
- Client Relationship Development: Cultivate trusted relationships with clients, offering professional advice that comprehensively addresses their insurance requirements.
- Insurer Partner Relations: Foster strong relationships with partner insurers, promoting collaboration that contributes to business growth and client retention.
- Regulatory Compliance: Adhere to all Financial Conduct Authority (FCA) regulations consistently to ensure compliance and ethical business practices.
- Company Policies and Procedures: Strictly adhere to specific Company Policies and Procedures to maintain consistency and quality in service delivery.
- Additional Responsibilities: Willingly undertake additional responsibilities as assigned from time to time to support the broader objectives of the organization.
- Adherence to Brand Values: Uphold and embody the core values of our client both within and outside of the office to maintain the organization's reputation and integrity.

**Qualifications and Experience**:

- Previous experience in the insurance industry is highly desirable.
- Exceptional communication and negotiation skills.
- Strong attention to detail and organizational abilities.
- Proficiency in utilizing computer systems and databases.
- A sound understanding of FCA regulations and compliance.
- Demonstrated ability to build and sustain client relationships.
- Flexibility and a commitment to continuous learning in the insurance field.

**Working Conditions**:
This position typically involves standard office hours 9-5 and offers flexibility with hybrid working.

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