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, 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.