Insurance Account Handler
6 days ago
About the Role: As an Insurance Account Handler at Vermelo RPO, you will play a vital part in delivering exceptional customer experiences. Your primary focus will be on providing quotations for new business, renewals, and existing policies to support our branch teams and serve as a referral point for trainees. You will work closely with clients to ensure sales and retention targets are met through efficient communication and negotiation skills.
Your Key Responsibilities:
- Provide top-notch customer service by handling new business, renewals, and existing policies efficiently
- Master quoting and product recommendation processes to meet client needs
- Present clear, fair, and accurate product information to assist clients in making informed decisions
- Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business
- Maintain detailed records of all customer interactions
- Evaluate complaints and escalate them to the appropriate handler
- Address queries via email, phone, and in-person while meeting SLAs
- Serve as a referral point for trainees in the branch
- Ensure full compliance, including treating customers fairly and contract certainty
- Participate in client meetings when necessary
- Contribute to achieving business goals by identifying opportunities and upselling
About You:
We seek a strong communicator who can explain complex insurance terms clearly to clients and insurers. An in-depth understanding of the UK insurance market, including trends, risks, and regulations, is essential. You should be skilled at assessing diverse client needs, industry risks, and business goals. Additionally, you must be highly organized, able to prioritize tasks efficiently, and maintain a positive, enthusiastic approach to work. Experience in a broking or underwriting environment is preferred, and a Cert CII qualification is beneficial.
Salary Estimate: £35,000 - £45,000 per annum
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