Account Handler

3 weeks ago


Woodley, United Kingdom Ethos Broking Full time

**Insurance Account Executive - Reading - ARDKX845058**

Are you someone who thrives in the Insurance Industry? We’re on the hunt for a talented Insurance Personal Lines Account Handler who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customerrelationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you’re looking for? Then please, read on

**So, what does the role of an Account Handler here involve?**

This role will be made for you if you love fostering relationships and offering a comprehensive service to personal lines clients to find the right Insurance products to fit their needs.

Our Account Handlers are excellent at quoting and placing cover when instructed, inviting and binding renewals, dealing with mid-term adjustments, broking client requirements within the insurance market and providing assistance in all personal lines areaswithin the team, when appropriate.

You will work independently and manage client requirements within the scope of a busy client book that spans all business sectors and classes of personal lines insurance.

**What you will do**

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more:

- Manage own client bank and areas of responsibility, so that a positive contribution is made to achieving Company sales forecast, plans, programmes and budgets whilst maximising customer satisfaction.
- Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
- Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers and premium payments.
- Assist customers with enquiries relating to claims, either by direct involvement with the insurer concerned if appropriate, or providing contact names and telephone numbers for customer own direct contact.
- Provide new business quotations for all classes of Personal Lines insurance on request, providing relevant advice, information and guidance.
- Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
- Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated.
- Offer renewal of existing clients’ policies with existing insurer or move to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created.

**What experience do our Account Handlers need?**

It’s essential that you have experience gained from within the Insurance Industry in a personal lines broking role as you will be offering a complete personal lines experience to new and existing customers. You will also need to have knowledge of the lawof agency, the Data Protection Act, credit management procedures, FCA Regulations for dealing with retail customers and money laundering legislation. It would be a bonus if you have any relevant qualifications, although we offer plenty of opportunity to gainthese once you join us.

**The rest is all about you as a person;**
- Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
- Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
- An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
- Be able to challenge difficult tasks/situations and have a practical, forward-thinking outlook.
- Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.
- Have a keen interest in pursuing professional qualifications.
- Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

This is an office-based role, at least until probation is passed, i.e. at least 6 months, following which hybrid working can be discussed. This would be 2 days working from home if business/team management permits.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing.Some of the other benefits are:

- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family
- Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24-hour support for you and your families physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
- The Spotlight Awards, where we shine a light on the brightest talent across our group

Finch is part of Ethos Broking, a collection of Brokers that sit within Ardonagh Advisory and are part of The Ardonagh Group which spans the breadth of the insurance sector, powered by our more than 9000 employees. The diversity of brands and breadth ofproducts and solutions for our customers bring huge opportunity. Ardonagh Group is an equal opportunities employer, and we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole selfto work and reach their full potential.

Why not check us out on LinkedIn or speak to one of our team to find out what life’s really like with The Ardonagh Group family.

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