On-Site Nonprofit Insurance Account Manager

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

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.