At a Glance
- Tasks: Manage a portfolio of personal lines insurance and handle client enquiries.
- Company: Established, independent Chartered Insurance Broker with a supportive team.
- Benefits: Salary up to £32k, generous benefits, bonuses, and professional qualification support.
- Other info: Great opportunity for career growth and professional development.
- Why this job: Join a dynamic team and develop your career in the insurance industry.
- Qualifications: Experience in personal lines insurance and strong communication skills required.
The predicted salary is between 28800 - 35200 £ 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
Generous Benefits package
Bonus
On site Parking
Support with professional qualifications
Contact: David Harries
Reference: DH/103792
Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Personal Lines Account Handler in Bristol employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Lines Account Handler in Bristol
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Jobiqo). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Jobiqo. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Personal Lines Account Handler in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Jobiqo.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Jobiqo. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Jobiqo
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Jobiqo to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Jobiqo, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Jobiqo's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.