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Commercial Account Handler
Title: Commercial Account Handler
Category: Sales / Business Development
Job type: Permanent
Job status: Full Time
Salary: £20,001.00 - £35,000.00
Salary per: annum
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Purpose of Role

The role of the Account Handler is to provide office-based support to their assigned Account Executive in the day to day running of the client portfolio, including setting up all appropriate actions required for contract renewal. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

Key Responsibilities

Ensure the smooth running of assigned portfolio on a day to day basis

Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels

Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources

Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate

Co-ordinate administration of schemes including invoicing, membership data, claims data, communication materials and other associated queries

Prepare template client reports as request by Account Executive

Resolve any identified discrepancies in provider documentation before sending to clients

Periodically attend client meetings with the Account Executive, subject to agreement of the Account Handler Team Leader and team resourcing

Maintain client records and data in line with Towergate systems and protocols

Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and Towergate colleagues.

Essential Criteria – must be clearly demonstrated on CV

Background in Insurance - Either at an Insurer or Broker

Background in Customer Service/Sales

Also Essential

Excellent communication and interpersonal skills

Proactive attitude, with the ability to use initiative

Excellent organisational skills

The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail

Effective teamworking skills

Influencing and negotiation skills

Oral and written communication skills

Commercial awareness

Willingness to learn

Resilience, to enable you to deal with problems and constructive criticism

Please apply online
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