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Date Added: Tue 24/09/2024

Account Handler

Tadcaster, UK
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Company: ADVANTAGE GROUP

Job Type: Permanent, FullTime

Salary: £25,000 - £30,000 per annum, Negotiable

An exciting opportunity has arisen to join a growing team based in York, working with a company that is committed to putting clients first. Our client is a specialist in SME Commercial and Private Client insurance, offering expertise across a wide range of industries. They pride themselves on delivering professional, personalized advice that consistently exceeds client expectations.

They are seeking a motivated and experienced individual to join their team.

Key Responsibilities:

  • Oversee the full process of policy renewals and adjustments, ensuring client needs are met with accurate and compliant documentation.
  • Act as the main point of contact for clients, resolving queries and issues efficiently while providing exceptional customer service.
  • Ensure all operations adhere to company protocols, regulatory standards, and industry best practices, maintaining accurate records.
  • Carry out all tasks with precision and care, ensuring client policies are properly managed and any risks are assessed.
  • Maintain a high standard of professionalism in all interactions, representing the company with integrity and a client-focused attitude.

Candidate Experience:

  • Minimum of 2 years' experience in insurance handling
  • Cert CII qualified or higher
  • Familiarity with Acturis (beneficial, but not essential)

Benefits:

  • Competitive salary (negotiable)
  • Flexible working hours
  • Private medical insurance
  • Pension scheme

This role is available on a full-time or part-time basis. To apply, please click on the link in this ad.

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