Motor Trade Account Handler
4 weeks ago
About the job
Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as a Motor Trade Account Handler within our friendly team based in Birmingham/Wakefield/Essex/ Peterborough/ Edinburgh
As an Account Handler, you will provide quotations for new business, existing business, and renewals to assist the branch and be a point of reference for the trainees. The role requires dealing with clients in the branch, over the phone and via e-mail.
You will:
- Provide top-notch customer service, efficiently handling new business, renewals, and existing policies
- Master the processes for quoting and recommending the right products to meet client needs.
- Present clear, fair, and accurate product info to help clients make informed decisions.
- Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business.
- Keep detailed, accurate records of all customer interactions.
- Spot complaints and escalate them to the appropriate handler.
- Address queries via email, phone, and in person, ensuring all SLAs are met.
- Act as a referral point for trainees in the branch.
- Ensure full compliance, including treating customers fairly and contract certainty.
- Attend client meetings when necessary.
- Help achieve business goals by identifying opportunities and upselling.
About you:
- Strong communicator, able to explain complex insurance terms clearly to clients and insurers.
- In-depth understanding of the UK insurance market, including trends, risks, and regulations.
- Skilled at assessing diverse client needs, industry risks, and business goals.
- Highly organized, with the ability to prioritize and complete tasks efficiently.
- Positive, enthusiastic, and motivating in your approach to work.
- Experience in a broking or underwriting environment.
- Cert CII qualification is a plus
We're offering:
- Life Assurance 4x annual salary
- Company Funded health care Cash Plan (colleague needs to opt in)
- Pension: Employer will match contributions up to 5%
- 25 days Holiday plus Bank holidays
- Virtual GP (colleague needs to opt in)
- Hybrid working once fully trained
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