Personal Lines Account Handler

Personal Lines Account Handler

Full-Time 31500 - 38500 £ / year (est.) No working from home possible
Cavendish Maine

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: Salary up to £32k, bonus opportunities, and support for professional qualifications.
  • Other info: Opportunity for career growth and exposure to high net worth clients.
  • Why this job: Join a dynamic team and develop your skills in the insurance industry.
  • Qualifications: Experience in personal lines insurance and excellent communication skills required.

The predicted salary is between 31500 - 38500 £ 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 to HNW and SME commercial insurance beneficial
  • Knowledge of relevant Insurance Products and services and understanding of the principles of insurance
  • Excellent written and verbal communication skills
  • Strong PC literacy to include Word and Outlook
  • Cert CII qualification would be preferred.

Salary/Benefits Information:

Salary to £32k Bonus Support with professional qualifications

Personal Lines Account Handler employer: Cavendish Maine

Cavendish Maine is an excellent employer that fosters a dynamic and supportive work culture, encouraging personal growth and professional development. With a focus on empowering employees in their roles, particularly in the vibrant market of Londonderry, we offer competitive salaries and opportunities for advancement within a collaborative team environment. Join us to be part of a company that values innovation and rewards your contributions to our B2B growth strategy.

Cavendish Maine

Contact Details:

Cavendish Maine Recruitment Team

We think you need these skills to ace Personal Lines Account Handler

Personal Lines Insurance Experience
High Net Worth (HNW) Insurance Knowledge
SME Commercial Insurance Exposure
Knowledge of Insurance Products and Services
Understanding of Insurance Principles
Excellent Written Communication Skills
Excellent Verbal Communication Skills