Cat is one of our Finance Apprentices here at Vista, this week, we asked her to tell us about her journey to Vista Insurance
We're hiring, come and join our team!
28/01/2022
We're hiring for an Account Handler within our expanding Corporate Services team here at Vista.
Account Handler
The key purpose of this role is to provide advice and excellent service to new and existing clients, negotiating with them and the insurance market to ensure the product(s) sold to them meet(s) their requirements.
- To retain clients and seek to cross-sell any additional cover or gaps in existing cover by regularly reviewing products available and current client needs
- To ensure that cover continually meets clients’ requirements by conducting regular reviews of their needs
- To provide a prompt and accurate service regarding any mid-term alterations requested by the client.
- To provide claims guidance and advice where appropriate
Main Responsibilities and Duties
- Support Client Managers and Head of Department, to ensure that client growth and retention targets are met by responding to requests for new quotations, adjustments and renewals - accurately obtaining all relevant information from clients and negotiating terms with Insurers
- Ensure all client records are set up accurately and all appropriate data is transferred onto the computer system
- Ensure all financial transactions are recorded on the computer system, quickly and accurately
- Prioritise tasks as appropriate and monitor them to ensure all tasks are handled in a prompt and effective manner
- Establish trusted relationships with clients and provide them with professional advice relating to their insurance needs
- Develop relationships with partner Insurers which will assist in the retention and growth of our business
- Adhere to FCA Regulation at all times
- Adhere to specific Company Policies and Procedures at all time
- To undertake additional duties as may be assigned from time to time
- Uphold Vista’s brand values inside and outside of the office
We are looking for candidates with a minimum of 5 years account handler experience, Cert CII qualification is desirable.
For an informal chat about the role or to submit your C.V. contact ross@vistainsurance.co.uk
Benefits include:
- Hybrid working
- 26 days holiday (increases with service)
- Birthday day off*
- Pension*
*subject to successful completion of probation.
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