account handler
Responsibility
- provide advice and guidance to clients in selecting personal lines insurance policies, including motor, household & marine products
- utilize insurance industry software to generate accurate quotes, process policy applications, and update client records
- conduct thorough risk assessments and analysis to determine clients' insurance needs and offer suitable coverage options
Show more +8 - build and maintain strong relationships with clients to create customer loyalty and maximize client retention
- collaborate with clients to explain policy terms, coverage details, and answer any insurance-related inquiries
- stay updated on industry trends, regulatory changes, and product knowledge to ensure accurate and up-to-date insurance advice
- utilize insurance industry software and databases to generate accurate quotes, process policy applications, and update client records
- handle policy New Business, renewals, mid-term adjustments, and claims efficiently and effectively, ensuring prompt resolution and client satisfaction
- provide expert advice and guidance to clients in selecting and customizing personal lines insurance policies, including motor, household & marine products
- collaborate with insurance underwriters to negotiate terms, secure competitive rates, and provide comprehensive coverage options
- majority of client contact will be over the telephone and occasionally in person face to face
Requirements
- delivering excellent customer service and building long-lasting client relationships
- ability to work independently and as part of a team in a fast-paced environment
- detail-oriented with exceptional organizational and time management abilities
Show more +4 - proficiency in / Quick to learn insurance industry software and MS Office
- A self-motivated individual with a strong work ethic
- experience in the insurance industry is not essential, we are happy to train the right person that fits the company’s expected skills, work ethic and are willing to learn
- excellent communication and interpersonal skills, with the ability to explain complex insurance concepts in a clear and concise manner over the telephone and occasionally in person face to face
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