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Account Handler

GerrardWhite
Posted 8 hours ago, valid for 22 days
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Contract type

Full Time

Life Insurance
Employee Assistance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Account Handler position is available in Wakefield, Edinburgh, and Colchester, offering a competitive salary ranging from £25,000 to £40,000.
  • Candidates should have experience in broking or underwriting, with a Cert CII qualification being a plus.
  • The role involves providing quotations for new business, renewals, and existing policies while ensuring excellent customer service and communication skills.
  • Working hours are Monday to Friday, totaling 35 hours per week, with benefits including 25 days of holiday, a pension plan, and health support programs.
  • Join a dynamic team and contribute to achieving business goals while advancing your career in the commercial insurance industry.
Account Handler Locations: Wakefield, Edinburgh, Colchester, Perks of the Role.
  • Fantastic salary: £25,000- £40,000
  • Monday-Friday only. 35 hours per week
  • Amazing team environment
  • 25 days of holiday plus Bank Holidays
  • Pension
  • Health Assured Employee Assistance Programme (EAP)
  • Company Funded Health shield Cash plan.
  • Life Assurance
If you are an insurance individual or looking to change careers and move into the commercial Insurance industry, then join our team as an Account Handler! As an Account Handler, you will provide quotations for New Business, Existing Business and Renewals to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.You will:
  • Provide top-notch customer service, efficiently handling new business, renewals, and existing policies for Clegg Gifford.
  • 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 with the ability to simplify complex insurance terms.
  • Knowledge of the UK insurance market, including trends and regulations.
  • Organised and driven to meet targets in a fast-paced environment.
  • Experience in broking or underwriting (Cert CII qualification is a plus).
  • Positive, enthusiastic, and team-oriented approach.
Why Join Us?Be part of a dynamic team where your skills drive success, with opportunities to grow your career in the insurance industry.Apply NowGWV Talent Solutions Limited (trading as Gerrard White Consulting and Vermelo RPO) acts as an employment agency for permanent recruitment and an employment business for the supply of temporary and contract workers. By applying for this job you accept the terms of our Privacy Policy and Terms of Service Agreement which can be found at www.gerrrardwhite.com

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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