Insurance Account Handler

**Account Handler - Wakefield - ARD913927**

Are you someone who thrives in the Insurance Industry? We’re on the hunt for a talented Insurance Account Handler who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. Is a successful career within a growing business full of opportunity, where you will have flexibility and fun what you’re looking for? Then please, read on

**So, what does the role of a SME Account Handler here involve?**

This role will be made for you if you love fostering relationships and helping clients find the right Insurance products to fit their needs. Our SME Account Handlers are excellent at providing technical, administrative and client service support including existing business, new business and mid-term adjustments, following direction from the SME Team Manager. Your portfolio will be wide ranging with premiums up to £5,000 pa.

You will work manage client relationships to a high standard through various means of communication and you will be target focused and motivated to achieve individual and team success whilst adhering to all compliance requirements.

**What you will do**

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all of the following and more:

- Complete the administration of client’s insurance requirements on a daily basis including general renewal enquiries, midterm adjustments, obtaining new business quotations where necessary and ensuring aged debt is actioned promptly.
- Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner.
- Input data onto the Acturis system in line with the Company’s Acturis guide.
- Liaise with insurers and other third parties regarding the administration of client’s insurance needs.
- Raise invoices in line with Company accounting procedures.
- Refer all difficult and unusual cover placements and enquiries to your Team Manager or in their absence an Account Executive.
- Liaise with other departments within the Company to meet the needs of our clients including Claims and Personal Insurance.
- Look for opportunities to Cross Sell and Up Sell by accessing the clients needs against current covers.

**What experience do our Account Handlers need?**

It’s essential that you have experience gained from within the Insurance Industry in a commercial lines broking role as you will be offering a complete commercial lines experience to existing customers and ideally have a good working knowledge of Acturis. It would be a bonus if you have any relevant qualifications, although we offer plenty of opportunity to gain these once you join us.

**The rest is all about you as a person;**
- Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
- Next, we need you to be proactive, use your initiative, be inquisitive and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
- An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative & have the resilience to adapt to whatever changes come your way.
- Be able to challenge difficult tasks/situations and have a practical, forward-thinking outlook.
- Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.
- Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

Once probation is passed, a hybrid working option can be considered with 3 days in the office and 2 from home. It is a full time permanent position on offer.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

- Holiday entitlement of 26 days plus bank holidays
- Opportunity to progress your career across the entire Ardonagh family
- Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
- Pension scheme for when you feel it’s time to retire
- 24-hour support for you and your families physical and mental wellbeing
- 1 days paid volunteering day to give back to our communities
- Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
- The Spotlight Awards, where we shine a light on the brightest talent across our group

Lockyers is part of Ethos Broking, a collection of Brokers that sit within Ardonagh Advisory and are part of The Ardonagh Group which spans the breadth of the insurance sector, powered by our more than 9,000 employees. The diversity of brands and breadth of products