Customer Account Handler

No experience required, full training provided

We are seeking a dedicated and customer-focused individual to join our team as a Customer Account Handler. In this role, you will be responsible for managing inbound calls from existing customers, assisting them with insurance renewals, and identifying opportunities for cross-selling various insurance products including home, motor, life, and business insurance.

Key Responsibilities:

• Handle incoming calls from existing customers regarding insurance renewals and inquiries.
• Provide exceptional customer service by addressing customer queries and concerns promptly and effectively.
• Identify opportunities to upsell or cross-sell additional insurance products to meet customer needs.
• Maintain accurate records of customer interactions and transactions using our CRM system.
• Collaborate with other team members and departments to ensure seamless customer experience.
• Stay up-to-date with industry trends, product knowledge, and regulatory requirements.

Preferred Qualifications and Skills:

• Previous experience in a customer service or sales role, ideally within the insurance industry.
• Excellent communication skills, both verbal and written.
• Strong interpersonal skills with the ability to build rapport and trust with customers.
• Proficiency in using computer systems and CRM software.
• Industry certification such as CII (Chartered Insurance Institute) is desirable but not essential.
• Microsoft office skills (word, excel)
• A proactive and positive attitude towards learning and development.

Industry training will be provided to stay up-to-date with the latest insurance products for insurance product knowledge and further career development.

Apple today or get in touch with Adam for more information on 01392 759160.

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