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Account Manager

    Account Manager - Bromley, Greater London, United Kingdom - Julie Rose Recruitment Limited

    Julie Rose Recruitment Limited
    Julie Rose Recruitment Limited Bromley, Greater London, United Kingdom

    2 weeks ago

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    Description

    1 week ago Be among the first 25 applicants

    JRRL are seeking an Insurance Account Manager to join their client in Bromley within the Household Department. The successful candidate will have previous experience with providing insurance policy quotes within either housing, motor or broking and the ability to deal professionally with clients.

    Key Responsibilities Of The Insurance Account Manager
    • Managing existing client accounts and dealing with new enquiries
    • Liaising with clients on the phone throughout the process
    • Research and provide new quotations for various financial products
    • Reaching out to clients when their policies are due to see if they wish to renew
    • Processing renewals adhering to Treating Customers Fairly company policy
    • Provide former and prospective clients with quotations at next renewal
    • Collecting and arranging payment where required under finance schemes
    • Diary management
    Person Specification For The Insurance Account Manager
    • Experience of providing quotes direct to customers on insurance policies gained either from an insurance company, broker or financial institution such as banks or a building society
    • Knowledge of FCA protocols, Data Protection and GDPR
    • Strong customer service skills
    • Proficient in MS Office
    This Insurance Account Manager position is a great job opportunity to join a small and friendly team within this professional financial services company where treating customers fairly is of utmost importance

    Seniority level

    • Seniority level

      Entry level

    Employment type

    • Employment type

      Full-time

    Job function

    • Job function

      Sales and Business Development
    • Industries

      Human Resources Services

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