Insurance Account Manager

3 weeks ago


Halifax, Calderdale, United Kingdom PIB Insurance Brokers Full time
Job Overview

We are seeking an experienced Account Handler to provide professional, friendly, and efficient service to our clients, contributing to the growth of their accounts while adhering to Group Broking Procedures and company service standards.

Key Responsibilities
  • To ensure clients have adequate and suitable insurance coverage.
  • To provide exceptional customer service, responding to queries and resolving issues in a timely and professional manner.
  • To work closely with clients to understand their insurance needs and provide tailored solutions.
  • To maintain accurate records and documentation, ensuring compliance with regulatory requirements.
  • To contribute to the growth of client accounts, identifying opportunities for upselling and cross-selling.
Requirements

Applicants should have a strong understanding of insurance products and services, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.



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