Account Handler

4 weeks ago

Bromley, United Kingdom Julie Rose Recruitment Full time

**Key Responsibilities of the Account Handler**:

- Managing existing client accounts and dealing with new enquiries
- Liaising with clients on the phone throughout the process
- Research and provide new quotations for various financial products
- Reaching out to clients when their policies are due to see if they wish to renew
- Processing renewals adhering to Treating Customers Fairly company policy
- Provide former and prospective clients with quotations at next renewal
- Collecting and arranging payment where required under finance schemes
- Diary management

**Person Specification for theAccount Handler**:

- Minimum education A Level or above
- Preferably, experience of working with financial services products
- Proficient in MS Office
- Responsible attitude to handling sensitive information

This **Account Handler** position is a great job opportunity to join a small and friendly team within this professional financial services company.

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