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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 for the Clegg Gifford brand. 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.
