Account Handler
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Account Handler
(Salary Sacrifice Scheme)
Role Purpose
This is an exciting opportunity to help maintain and grow a salary sacrifice client within Howden C&LC Pillar, helping to build client relationships, maximise growth opportunities and work with the business to ensure we are delivering tailored insurance solutions that meet our clients evolving needs.
Client Relationship Management
- Build and maintain strong relationships with the client
- Serve as the primary point of contact for client queries, New Business, Renewals, and service delivery.
- Understand the clients evolving needs to maximise order volume and growth
Policy and Coverage Management
- Effectively handle client queries and mid-term adjustments relating to their Motor Fleet offering
- Submission of monthly Brdx to both Clients and Insurers to ensure Accounting and coverage is accurate and detailed
- Documentation issuing to Clients for New Business and Renewals
- Data Analysis to spot referral trends and effectively communicate findings with Management, Insurers and the client to overcome objections.
Internal Collaboration
- Collaborate with the Branch Manager and Senior Management across the business on scheme management and processes
- Work closely with teams across the business to ensure alignment, share insights and drive collective success
Skills & Experience
Essential
- You excel at building and sustaining strong relationships with a diverse range of stakeholders, including internal teams, the client, and prospective new clients.
- You're tenacious and inquisitive, always looking for new opportunities to deliver value and drive the best outcomes for clients.
- You listen actively, ask the right questions, and take time to understand client needs, advising on the most suitable solutions while always seeking a 'path to yes'.
- You're eager to continue learning and developing your career, including pursuing further professional qualifications.
- Adaptability & Resilience - Flexible, results-driven, and able to thrive in a changing business environment.
- Strong ability to use Excel Spreadsheets with high volume of data.
Desirable
- Previous Insurance experience.