Trainee Account Handler

Type: Trainee
Region:

Trainee Commercial Account Handler – (Full training will be given)

Salary: £25k – £28k DOE + Great benefit package.

Location: Hove (hybrid working after successful completion of probationary period – 6 months)

Hours: Mon-Fri 9am – 5pm

Regular public transport links and off-street parking available.

An exciting opportunity has arisen within my clients Commercial Renewals team for a professional and enthusiastic commercial insurance account handler based in their office in Hove. They offer great training, fully funded CII qualification and career progression and are an organisation that really values their employees.

You will already have an insurance background and have great customer service and relationship building skills and have a passion for developing your knowledge within the insurance arena.

Responsibilities: – Full training is given

• Manage your own portfolio of existing clients, to ensure outstanding service levels and effectively ensuring the retention and growth of the portfolio.
• Responsible for the renewals relating to policies achieving > 90% retention rate.
• As part of the Existing Business team responsible for the overall management of the existing book, dealing with MTA’s, MTC’s, claims and additional covers such as Excess Layer, D&O.
• Identification and development of new business opportunities
• Cross selling and upselling of the ancillary products and other services that the organisation offers.
• Obtaining leads and cross selling the non-scheme products that are relevant to your clients.
• Dealing with all calls of a technical nature from the Insurers and the clients.
• Being the customer face for your clients claims.
• Updating the CRM system accurately.
• Delivering outstanding customer service by responding swiftly to queries and concerns from clients, insurers, and brokers.
• Completion of training and development hours to support CPD and CII including mandatory modules via Broker Assess to comply with FCA regulation.
• Ensure all statutory and company legislation is followed to protect clients, colleagues, and business interest.

The right candidate will have the following skills and experience to apply:

• Proven insurance experience within customer service or sales.
• Prepared to study for CII exams.
• Great communication and customer management skills with the ability to cultivate strong business relationships.
• Strong FCA and compliance knowledge along with TCF principles.
• Professional, articulate with strong negotiation skills.
• Strong IT skills inclusive of Word, Excel and using inhouse databases.
• Ability to manage your own workload and prioritise effectively.
• Proactive, self-motivated and a passion for delivering great customer service.

This is a great opportunity to join an expanding, busy and forward-thinking brokerage that is well-established and has a great reputation within their marketplace.