Insurance Account Manager
4 weeks ago
Account Handler Role
We are seeking a skilled Customer Support Account Handler to join our team at Ardonagh Advisory in Telford. As an Account Handler, you will provide a quality administrative service to all clients, covering all aspects of their insurance arrangements.
Responsibilities include:
- Telephoning clients prior to their renewal and conducting a pre-renewal fact find.
- Calculating and delivering renewal premiums.
- Negotiating and securing the business for a further 12 months.
- Agreeing payment methods and arranging finance of renewal premium, if required.
- Cross-selling policies the client does not currently have.
- Cross-selling risk management measures such as Driver Training and Driver CPC courses.
- Meeting tight deadlines and achieving KPI's which include renewal retention, rate changes and cross-sell penetration.
Insurance knowledge is advantageous, but not essential, as full training will be given.
Key Skills and Attributes
- A confident telephone manner.
- Strong interpersonal skills with the ability to build relationships and trust.
- The ability to thrive in a fast-moving, target-driven environment.
- Good IT literacy.
- A strong team ethos.
This role is subject to minimum educational requirements of 5 GCSEs (or equivalent) grades A-C, including Maths and English, and/or relevant experience.
IT Skills
- MS Word
- MS Outlook
- Acturis System (Preferred)
- Excel (Preferred)
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