Insurance Account Manager

4 weeks ago


Telford, Telford and Wrekin, United Kingdom Ardonagh Advisory Full time

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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