Are you looking for a rewarding career where you can make a real difference in people's lives?
Job Description
We are seeking an experienced Account Handler to join our team. As an Account Handler, you will be responsible for dealing with new and existing clients, helping them with quotes, renewals, and general advice.
Key Responsibilities:
* Deal with new and existing clients, providing expert guidance on insurance solutions.
* Follow up with leads, turning them into satisfied customers.
* Identify opportunities to upsell or cross-sell, maximizing revenue potential.
* Maintain accurate client records in our CRM system.
* Ensure all work meets regulatory standards.
* Collaborate with a supportive team to drive business success.
Requirements
To be successful in this role, you will need:
* A minimum APA qualification (essential).
* Experience in a personal lines role, preferably in sales or renewals.
* Excellent communication skills, with a positive, customer-focused attitude.
* Strong organizational skills, with the ability to manage multiple tasks effectively.
* Proficiency in using CRM systems and Microsoft Office.