Account Handler

The role of the Account Handler is to provide office-based support to an Account Executive in the day to day running of the personal lines client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals.

The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

Key Responsibilities

• Ensure the smooth running of assigned portfolio on a day-to-day basis

• Achieve agreed retention rates

• Achieve cross selling and referral targets

• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels

• Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources

• Independently respond to queries from both clients and insurers in a pro-active manner

• Resolve any identified discrepancies in provider documentation before sending to clients

• Maintain client records and data in line with our systems and protocols

• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, pro...