At a Glance
- Tasks: Handle and service insurance policies for clients, including quotes and renewals.
- Company: Join a dynamic client-focused team in Bromley, dedicated to providing top-notch insurance solutions.
- Benefits: Competitive salary based on experience, with training provided for the right candidate.
- Why this job: Great opportunity to develop your skills in a supportive environment while making a real impact.
- Qualifications: Experience in household insurance preferred, but other sectors like motor or travel are welcome.
- Other info: Flexible working hours and a chance to work with a variety of insurance products.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
A client based in Bromley is recruiting for a Personal Lines Account Handler, the ideal candidate will have experience of household, however the client will train if you have experience in another sector ie Motor, Travel Pet Insurance etc
Salary is dependent on skills and experience
This is a client facing role to service and handle existing and new insurance policies for clients and prospective clients. Policy types to be handled include (but not limited to) High Net Worth, private home (contents and buildings) Boats, Pets, Holiday Homes and Personal Accident.
Speaking with clients, taking them through our sales process;
Researching and providing new quotations;
Proactively speaking with former clients and previous enquirers to offer quotations at next renewal;
Managing the renewal book of existing clients;
Ensuring timely renewal of policies and processing the renewal;
Collecting payment and arranging payment where required under finance schemes;
Running and maintaining a well-managed diary system;
If you have the experience below this would be an advantage
Suite of Microsoft Office Products;
Understanding of the principles of insurance broking;
Data Protection Act;
FCA Protocols;
GDPR.
Personal Lines Account Handler employer: Recruit Select
Contact Detail:
Recruit Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Lines Account Handler
✨Tip Number 1
Familiarise yourself with the different types of personal insurance policies, especially household and high net worth. Understanding these products will help you engage confidently with clients and demonstrate your knowledge during interviews.
✨Tip Number 2
Brush up on your customer service skills, as this role is client-facing. Practising how to handle inquiries and complaints effectively can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the insurance industry, particularly those who work in personal lines. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 4
Stay updated on the latest trends and regulations in the insurance sector, such as GDPR and FCA protocols. Showing that you are informed about industry standards can impress potential employers.
We think you need these skills to ace Personal Lines Account Handler
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Personal Lines Account Handler position. Tailor your application to highlight relevant experience, especially in household insurance or related sectors.
Highlight Relevant Experience: If you have experience in motor, travel, or pet insurance, make sure to emphasise this in your CV and cover letter. Use specific examples to demonstrate how your background aligns with the requirements of the role.
Showcase Communication Skills: Since this is a client-facing role, it's crucial to showcase your communication skills. Provide examples of how you've successfully interacted with clients in previous roles, focusing on your ability to explain complex information clearly.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and well-presented.
How to prepare for a job interview at Recruit Select
✨Know Your Insurance Basics
Make sure you brush up on the fundamentals of insurance, especially personal lines. Understanding household policies and other types like motor or pet insurance will show your potential employer that you're serious about the role.
✨Demonstrate Client-Facing Skills
Since this is a client-facing role, be prepared to discuss your experience in handling clients. Share examples of how you've successfully managed client relationships and resolved issues in the past.
✨Familiarise Yourself with Relevant Regulations
Understanding the Data Protection Act, FCA protocols, and GDPR is crucial. Be ready to explain how you would ensure compliance in your role, as this will demonstrate your professionalism and attention to detail.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask during the interview. This could include inquiries about the company's approach to client management or how they support staff training. It shows your interest in the role and helps you assess if it's the right fit for you.