At a Glance
- Tasks: Manage a portfolio of personal lines insurance and handle client enquiries.
- Company: Established, independent Chartered Insurance Broker with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to grow within the company and gain exposure to SME Commercial business.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in personal lines insurance and strong communication skills.
The predicted salary is between 27000 - 33000 Β£ per year.
An Established, independent Chartered Insurance Broker seeks a Personal Lines Account Handler to take a lead role in managing a portfolio of mid and high net worth Personal Lines business whilst also gaining exposure to SME Commercial business. You will be the first point of contact for all personal lines enquiries from clients and providers and will be responsible for quotations, renewals, mid-term adjustments and policy amendments.
Responsibilities will include:
- Ensure the smooth running of assigned portfolio on a day-to-day basis
- Achieve agreed retention rates
- Achieve cross selling and referral targets
- Develop, maintain and cultivate constructive and professional relationships with clients and insurers at all levels
- Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external stakeholders
- Independently respond to queries from both clients and insurers in a pro-active manner
- Maintain client records and data in line with internal systems and protocols
- Provide a proactive and professional service to both internal and external contacts, including clients, providers and colleagues.
Key Skills/Experience Required:
To be considered for the Personal Lines Account Handler opportunity, you will have the following experience: Previous personal lines insurance experience with exposure...
Personal Lines Account Handler employer: Cavendish Maine Recruitment
Join a well-established insurance advisory business that values its employees and fosters a supportive work culture in vibrant locations like Bristol, South Wales, and London. With a strong focus on employee growth, you will have access to experienced colleagues and resources to help you thrive in your role as a Senior Employee Benefits Consultant, while enjoying a competitive salary and a rewarding long-term benefits package. This is an excellent opportunity for those looking to build meaningful client relationships in a nurturing environment that prioritises professional development.
Contact Details:
Cavendish Maine Recruitment Recruitment Team