Motor Trade Account Handler - Vermelo RPO : Job Details

Motor Trade Account Handler 

Tunbridge Wells 

As an Account Handler, you will provide quotations for New Business, Existing Business and Renewals to assist the Branch and be a referral point for the Trainees. The role requires dealing with clients in the branch, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.You will:

• Provide top-notch customer service, efficiently handling new business, renewals, and existing policies for Clegg Gifford.
• Master the processes for quoting and recommending the right products to meet client needs.
• Present clear, fair, and accurate product info to help clients make informed decisions.
• Calculate premiums according to carrier guidelines or collaborate with insurers for non-delegated business.
• Keep detailed, accurate records of all customer interactions.
• Spot complaints and escalate them to the appropriate handler.
• Address queries via email, phone, and in person, ensuring all SLAs are met.
• Act as a referral point for trainees in the branch.
• Ensure full compliance, including treating customers fairly and contract certainty.
• Attend client meetings when necessary.
• Help achieve business goals by identifying opportunities and upselling.

About You

• Strong communicator with the ability to simplify complex insurance terms.
• Knowledge of the UK insurance market, including trends and regulations.
• Organised and driven to meet targets in a fast-paced environment.
• Experience in broking or underwriting (Cert CII qualification is a plus).
• Positive, enthusiastic, and team-oriented approach.

Why Join Us?Be part of a dynamic team where your skills drive success, with opportunities to grow your career in the insurance industry.Apply Now