Account Handler

Unity; Lancing; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance brokerage in Lancing is seeking an experienced Account Handler to join their Existing Business Team. The role involves maintaining and managing client accounts, coordinating renewals, resolving inquiries, and identifying opportunities for upselling. Ideal candidates will have a background in insurance or customer service, excellent communication skills, and proficiency in CRM platforms. This is a full-time, on-site position, aimed at providing tailored insurance solutions for charities and community organizations.

Qualifications

• Proven experience in insurance, account handling, or customer service roles.
• Attention to detail, organizational skills, and multi-tasking abilities.
• Ability to work effectively as part of a team and independently.

Responsibilities

• Maintain and manage client accounts, coordinating renewals.
• Resolve client inquiries and process policy amendments.
• Build strong relationships with clients and identify upselling opportunities.

Skills

Customer service skills

Communication skills

Negotiation skills

Organizational skills

Education

GCSEs or equivalent

Additional certifications in insurance (e.g., Cert CII)

Tools

CRM platforms

MS Office Suite

Job description

Unity Insurance Services is a trusted insurance broker specializing in the unique needs of charities, community groups, and not-for-profit organizations. We provide tailored insurance solutions to Scouts, Girlguiding, and other mission-driven groups, ensuring policies that are reliable and easy to understand. Owned by the Scouts, our values align with principles such as integrity, respect, care, belief, and cooperation. Our dedicated team works with empathy and expertise to support organizations that make a meaningful difference in their communities.

Role Description

We are seeking an Account Handler to join our Existing Business Team in Lancing. This is a full-time on-site position. The Account Handler will be responsible for maintaining and managing client accounts, coordinating renewals, resolving client inquiries, and processing policy amendments. The role involves building strong relationships with clients, ensuring high-quality service, and identifying opportunities to upsell or cross-sell within existing accounts.

Qualifications

• Proven experience in insurance, account handling, or customer service roles
• Strong communication, interpersonal, and negotiation skills
• Proficiency in managing client accounts and familiarity with renewal processes
• Attention to detail, organizational skills, and multi-tasking abilities
• Familiarity with insurance products for charities, nonprofit organizations, or community groups is a bonus
• Ability to work effectively as part of a team and independently
• Proficient in IT systems and applications, including CRM platforms and MS Office Suite
• GCSEs or equivalent qualifications; additional certifications in insurance (e.g., Cert CII) are an advantage