Personal Lines Account Handler
Job Type : Permanent, Full Time
Salary : £23000 – £25000/annum
Very friendly established Broker is seeking to recruit a Personal Lines Account Handler
Job Objectives / Responsibilities
To provide a professional service to an allocated panel of Personal Department clients, including Mid Net Worth (MNW) and High Net Worth (HNW) clients.
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.
Sometimes you may be asked to perform additional duties to assist and ensure the smooth running of the Department / Business. Such requests will not be unreasonable and will be discussed and agreed with you.
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 1 years home insurance broking with an exposure to MNW & HNW broking
* 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
Interested? Then please submit your CV for consideration.
For further information please contact Su Partridge FIRP
The Recruiter Insurance Specialists are acting as a Recruitment Agency
