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- Tasks: Manage a diverse portfolio of high-net-worth clients and handle renewals and new business.
- Company: Established insurance brokerage with a modern, collaborative culture.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and full study support for qualifications.
- Other info: Stable environment with excellent career progression opportunities.
- Why this job: Take ownership of your portfolio and develop expertise in personal lines insurance.
- Qualifications: Experience in personal lines insurance and familiarity with Acturis or similar systems.
The predicted salary is between 28000 - 33000 £ per year.
If you’re a Personal Lines Account Handler looking to take ownership of a varied and high-quality portfolio, this is a chance to step into a role where client service genuinely matters. As a Personal Lines Account Handler, you’ll work with personal lines and HNW clients, handling renewals, new business and ongoing relationships within a well-established insurance environment.
This Personal Lines Account Handler position offers real depth of exposure, including complex personal lines risks and the opportunity to work closely with experienced Account Directors. You’ll have the autonomy to manage your own book while being supported by a collaborative team that values development, structure and long-term progression.
You’ll be joining a stable but forward-thinking environment where quality of service is prioritised over volume. This is a role for a Personal Lines Account Handler who wants to build expertise, particularly within high-net-worth personal lines, while continuing to develop technical and client management skills. There may also be exposure to commercial renewals where business dictates, offering additional variety when required.
Package & Benefits- Salary £28,000–£33,000+ per annum depending on experience.
- Annual bonus circa £3,000.
- 25 days’ holiday plus bank holidays.
- Annual pay review process.
- Full study support for Cert CII / Dip CII qualifications.
- Monday to Friday, 9:00am–5:00pm working hours.
You’ll be joining a long-established insurance brokerage that combines heritage with a modern, collaborative culture. The business is part of a wider group, offering stability and support while maintaining a close-knit, professional team environment focused on service quality and client retention.
Key Responsibilities- Manage a portfolio as a Personal Lines Account Handler, including non-motor personal lines and HNW clients.
- Handle renewals and ensure high levels of retention across your Personal Lines Account Handler book.
- Support new business enquiries and maintain strong client relationships as a Personal Lines Account Handler.
- Use Acturis to maintain accurate, compliant policy records.
- Experience as a Personal Lines Account Handler within an insurance brokerage environment.
- Proven ability to manage renewals and personal lines insurance portfolios, including HNW exposure.
- Familiarity with Acturis or similar insurance systems used in a Personal Lines Account Handler role.
If you’re ready to progress your career as a Personal Lines Account Handler, even if your CV isn’t fully up to date, we’d welcome a conversation. Contact Fintelligent for more information or a confidential discussion.
Personal Lines Account Handler in Macclesfield employer: Fintelligent
Contact Detail:
Fintelligent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Lines Account Handler in Macclesfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with personal lines or high-net-worth clients. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how you can contribute to their goals as a Personal Lines Account Handler.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've successfully managed renewals and built strong client relationships in previous roles. This will demonstrate your value and fit for the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Personal Lines Account Handler in Macclesfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Lines Account Handler role. Highlight your experience with HNW clients and any relevant insurance systems like Acturis.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about client service and how you can contribute to our collaborative team. Share specific examples of your achievements in managing personal lines portfolios.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with the responsibilities of the role. Mention your ability to handle renewals and maintain strong client relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Fintelligent
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of personal lines and high-net-worth clients you’ll be handling. Brush up on your knowledge of renewals and client retention strategies, as these will likely come up in conversation.
✨Showcase Your Client Management Skills
Be prepared to discuss specific examples of how you've built and maintained strong client relationships in the past. Highlight any experiences where you’ve successfully managed renewals or handled complex personal lines risks.
✨Familiarise Yourself with Acturis
Since familiarity with Acturis is mentioned in the job description, it’s a good idea to review its functionalities. If you have experience with similar systems, be ready to explain how that knowledge can transfer to using Acturis effectively.
✨Emphasise Your Desire for Development
This role offers career development opportunities, so express your eagerness to learn and grow within the company. Mention any relevant qualifications you’re pursuing, like Cert CII or Dip CII, to show your commitment to professional growth.