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Personal Lines Account Handler

Wickford, Essex
£25,000 to £35,000
Job Type
9 Sep 2022

Established Broker is looking to recruit a Personal Lines Account Handler

Job Objectives / Responsibilities

To provide a professional service to an allocated panel of Personal Department clients, including some HNW

Activities to include, but not necessarily limited to;

  • providing advice on, including placement and processing of, general household, MNW and HNW insurance products.
  • new business quotations
  • renewal negotiation both with clients and insurers
  • daily administration of clients personal insurance portfolio including mid-term adjustments, claims handling and credit control
  • ensuring covers are arranged in accordance with clients instructions based on their demands and needs and within prescribed timescales adhering to department processes
  • identifying and developing cross selling opportunities to existing clients and look for new business opportunities
  • the maintenance of accurate records
  • ensuring own and department work areas kept in a tidy and orderly manner.

You will have joint responsibility with the General Insurance Manager for your own ongoing continued professional development.

You will be expected to be able to work effectively in a team environment and meet both the requirement and key skills as detailed below.

Experience & Knowledge Required

  • A minimum of 2 years within Personal Lines environment
  • Willingness to work towards a minimum of Cert CII qualification (if not already held)
  • A good understanding of regulatory and compliance requirements
  • A good understanding of General Data Protection Regulations

Skills Required

  • The ability to communicate in a personable, concise, confident and controlled manner with clients, insurers and colleagues both verbally and in writing
  • Excellent organisational skills including the ability to manage and prioritise workload
  • Excellent time management
  • Ability to construct written communications that are effective and meet business needs
  • The ability to cross and up-sell to existing clients
  • Record keeping, with attention to detail
  • Ability to work on own initiative, without supervision if necessary and work supportively and jointly with colleagues from own and other departments
  • Ability to adopt to use of the back office IT system and a good understanding of word and excel

Please submit your CV for consideration.

For further information please contact Su Partridge FIRP

The Recruiter Insurance Specialists are acting as a Recruitment Agency

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  • Job Reference: 708035948-2
  • Date Posted: 9 September 2022
  • Recruiter: The Recruiter Specialists Group Ltd
    The Recruiter Specialists Group Ltd
  • Location: Wickford, Essex
  • Salary: £25,000 to £35,000
  • Sector: Sales & Marketing
  • Job Type: Permanent