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Insurance Account Handler
2 months ago
We are seeking an experienced Assistant Account Handler to join our Edinburgh office. As a key member of our team, you will be responsible for preparing renewal schedules, handling new business inquiries, and managing client relationships.
Key Responsibilities- Prepare renewal schedules and proactively engage with clients to ensure compliance with industry regulations.
- Handle new business inquiries and provide customized quotations to potential clients.
- Utilize negotiation skills to explore alternative quotes and find the best solutions for clients.
- Manage all documentation, including invoices and credit notes, to ensure a seamless renewal experience.
- Identify cross-selling opportunities and collaborate with colleagues to maximize revenue.
- Prioritize client requests and strive for satisfactory outcomes, building strong relationships with clients.
- Adhere to compliance procedures and maintain organized file management.
- Foster positive relationships with insurance companies and ensure smooth communication.
- Monitor delegated authority and maintain an effective credit control system.
- Experience in obtaining information from clients via telephone and email.
- Good customer service skills, both written and oral.
- Good negotiating skills and ability to build relationships with clients and insurers.
- Good organizational ability.
- Hybrid working available upon successful completion of probation.
- Competitive Personal Pension.
- Annual Bonus scheme (Discretionary based on individual and company performance).
- Life Assurance cover up to 4 x salary.
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years' service respectively).
- Career development opportunities with funded support and financial incentives for professional qualifications.
We are a unique chartered insurance broking and financial services organization, proud to be part of the Benefact Group. We strive to be a trusted adviser to our clients and donate a significant proportion of our profits to good causes.
We value work-life balance, wellbeing, flexibility, and being part of a team. Our staff know how to work hard but also how to enjoy themselves.
We are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected.
