Household Account Handler

Household Account Handler

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with clients, manage insurance policies, and provide tailored solutions.
  • Company: Join an independent insurance brokerage known for its client-focused approach.
  • Benefits: Enjoy a professional environment with opportunities for growth and development.
  • Why this job: Be part of a dynamic team that values client relationships and offers diverse insurance products.
  • Qualifications: Previous experience in insurance or client-facing roles is preferred; training provided.
  • Other info: Flexible working hours and a supportive team culture await you!

The predicted salary is between 36000 - 60000 £ per year.

Lawes Consulting are working with an independent insurance brokerage who are looking for a dedicated and professional Household Account Handler to join their Personal Lines – Household department. This client-facing role is pivotal in servicing and managing both existing and new insurance policies for a diverse range of clients. The successful candidate will handle various policy types, including High Net Worth, private home (contents and buildings), boats, pets, holiday homes, and personal accident insurance.

RESPONSIBILITIES

  • Engage with clients, guiding them through the sales process with professionalism and expertise
  • Research and provide accurate and competitive new quotations tailored to client needs
  • Proactively reconnect with former clients and previous enquirers to offer renewal quotations
  • Manage the renewal book for existing clients, ensuring timely and efficient policy renewals
  • Process renewals and arrange payment, including facilitating finance schemes where required
  • Maintain a well-organised and up-to-date diary system to track client interactions and deadlines
  • Perform additional duties as requested by the Line Manager, aligned with the nature of this position

DAY-TO-DAY

  • Communicate effectively with clients to understand their insurance needs and provide tailored solutions
  • Collaborate with internal teams to ensure seamless policy management and client satisfaction
  • Stay informed about industry trends, regulatory requirements, and company policies to maintain compliance and deliver exceptional service
  • Utilise Microsoft Office tools to manage documentation, quotations, and client records efficiently

EXPERIENCE

  • Previous experience in an insurance broking or client-facing role is highly desirable
  • Familiarity with handling High Net Worth and personal insurance policies is advantageous
  • Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial (training will be provided)

SKILLS

  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
  • Strong understanding of insurance broking principles and practices
  • Excellent communication and interpersonal skills to build and maintain client relationships
  • Highly organised with the ability to manage multiple tasks and deadlines effectively
  • Attention to detail and a proactive approach to problem-solving

If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at admin@lawesgroup.co.uk

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Household Account Handler employer: Lawes Insurance Recruitment

Lawes Consulting offers a dynamic and supportive work environment for Household Account Handlers, where your expertise in insurance can truly shine. With a focus on professional development and a commitment to client satisfaction, employees benefit from ongoing training and a collaborative culture that values teamwork and innovation. Located in a vibrant area, this role not only provides meaningful engagement with clients but also the opportunity to grow within a respected independent brokerage that prioritises employee well-being and career advancement.
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Contact Detail:

Lawes Insurance Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Household Account Handler

✨Tip Number 1

Familiarise yourself with the specific types of insurance policies mentioned in the job description, such as High Net Worth and personal accident insurance. This knowledge will help you engage more confidently with clients and demonstrate your expertise during any interviews.

✨Tip Number 2

Brush up on your communication skills, as this role requires effective client interaction. Practising how to explain complex insurance concepts in simple terms can set you apart from other candidates.

✨Tip Number 3

Network within the insurance industry, especially with professionals who have experience in broking or client-facing roles. This could provide you with valuable insights and potentially lead to referrals that can enhance your application.

✨Tip Number 4

Stay updated on industry trends and regulatory changes, particularly those related to FCA protocols and GDPR. Showing that you are proactive about compliance can impress potential employers and demonstrate your commitment to the role.

We think you need these skills to ace Household Account Handler

Client Relationship Management
Insurance Broking Principles
High Net Worth Insurance Knowledge
Policy Management
Quotation Preparation
Renewal Processing
Attention to Detail
Proactive Problem-Solving
Communication Skills
Interpersonal Skills
Organisational Skills
Time Management
Microsoft Office Proficiency
FCA Protocols Knowledge
GDPR Compliance Awareness

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Household Account Handler. Familiarise yourself with the types of insurance policies mentioned in the job description and think about how your experience aligns with these.

Tailor Your CV: Customise your CV to highlight relevant experience in insurance broking or client-facing roles. Emphasise any familiarity with High Net Worth and personal insurance policies, as well as your proficiency in Microsoft Office tools.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you're a great fit for the role. Mention specific examples from your past experience that demonstrate your ability to manage client relationships and handle various insurance policies.

Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.

How to prepare for a job interview at Lawes Insurance Recruitment

✨Know Your Insurance Basics

Make sure you brush up on your knowledge of insurance principles, especially regarding High Net Worth and personal insurance policies. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.

✨Demonstrate Client Engagement Skills

Since this role is client-facing, be ready to showcase your communication and interpersonal skills. Prepare examples of how you've successfully engaged with clients in the past, guiding them through processes and addressing their needs.

✨Showcase Organisational Skills

The job requires managing multiple tasks and deadlines. Be prepared to discuss how you stay organised, perhaps by sharing your methods for tracking client interactions or managing your workload effectively.

✨Stay Updated on Industry Trends

Familiarise yourself with current trends and regulatory requirements in the insurance sector. This knowledge will not only impress your interviewers but also demonstrate your commitment to providing exceptional service.

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