Account Handler - Motor Trade Insurance

Job Market - Insurance

Account Handler - Motor Trade Insurance - About the role

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.

Account Handler - Motor Trade Insurance - Key duties

Provide top-notch customer service, efficiently handling new business, renewals, and existing policies.

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.

Account Handler - Motor Trade Insurance - Key Requirements

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).

Along with our client, we are committed to a diverse workforce and as such recruit from a wide available pool of talent, with the hiring, assessment and selection process being fair, free from bias and one which ensures the right person is selected for the job, based on merit. We treat colleagues, candidates, clients, and business partners with equality, fairness and respect, regardless of their age, disability, race, religion or belief, gender, sexual orientation, marital status or family circumstances.

A copy of our D&I policy can be made available upon request