Trainee Account Handler

Summary

An Insurance Broker based in Hertfordshire has a new role for a Trainee Insurance Adviser to join their expanding team.



Main Duties:



* Dealing with general insurance inquiries via the telephone, email and face-to-face

* To learn and adopt internal procedures and CRM to best service client requirements

* Ensure that all transactions / interactions are compliant

* Become fully conversant in all personal lines and Micro SME insurance solutions

* To account manage existing customer renewals under supervision

* Offer added value add-on products where applicable

* Gain a better understanding of clients needs for up-sell and cross-sell opportunities

* Be pro-active in canvassing for new business



Key Skills/ Requirements:



* Fast learner and a passion for customer service

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