Personal Lines Account Handler
Personal Lines Account Handler

Personal Lines Account Handler

Halifax Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with insurance needs and provide top-notch service daily.
  • Company: Join a forward-thinking company in Halifax that values innovation and growth.
  • Benefits: Enjoy flexible working, competitive salary, and discounts on travel and tech.
  • Why this job: Be part of a supportive team focused on professional development and social impact.
  • Qualifications: Previous experience in insurance and strong communication skills are essential.
  • Other info: We celebrate diversity and are committed to an inclusive workplace.

The predicted salary is between 28800 - 43200 £ per year.

We have a new opportunity for an experienced Account Handler to join our team in Halifax! In this role you will be expected to treat our customers fairly by providing a professional, friendly and efficient service to all clients, contributing to growth of the accounts while working within Group Broking Procedures and to company service standards.

Responsibilities:

  • To ensure clients have adequate and appropriate insurance covers
  • Assisting generation of new customers wherever possible with commitment, support and development of the business strategy.
  • Provision of professional advice and service to client, and provision of quotations as directed
  • Renewal procedures to be followed per Group Broking Procedures provided
  • Post processing within timescales, Group Broking procedures and to company standards
  • Accurate creation and maintenance of records ensuring completeness
  • Preparation and issue of risk registers / pre-renewal agendas/submission/renewal reports for issue to client/insurers
  • Documentation checking prior to account executive signing off prior to subsequent issue
  • Open communication and liaison with all other departments within PIB
  • Accurate use of task bar and diary systems to ensure workload is managed and any problems reported to commercial manager
  • Constant communication on file progress between you and the relevant Executive
  • Continual professional development (self driven) within all relevant aspects of the industry
  • Continued growth and expansion of product knowledge and technical expertise working towards chartered insurance qualifications as required
  • Identify, report and resolve breaches, complaints, E&O and to respond positively to QA

Experience & Attributes:

  • Previous experience in an Account Handler position within the insurance industry.
  • Previous Personal Lines experience.
  • Strong communication skills and the ability to work in a fast-paced environment

Why Join Us?

  • Competitive salary and benefits package
  • Flexible working and holiday options
  • Pension, enhanced parental leave, and life insurance
  • Discounts on technology, travel, and leisure
  • Learning and development opportunities
  • Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career. We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation or any other characteristic protected by law.

Personal Lines Account Handler employer: pib Group

Join our dynamic team in Halifax as a Personal Lines Account Handler, where we prioritise a supportive and inclusive work culture that fosters professional growth and development. Enjoy a competitive salary alongside flexible working options, comprehensive benefits, and opportunities for continuous learning, all while contributing to a company that values innovation and the well-being of its employees. With a commitment to treating customers fairly and a focus on teamwork, this is an excellent opportunity for those looking to advance their careers in the insurance industry.
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Contact Detail:

pib Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Lines Account Handler

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the insurance industry, particularly in personal lines. This knowledge will not only help you during interviews but also demonstrate your commitment to professional development.

✨Tip Number 2

Network with professionals in the insurance sector, especially those who work as Account Handlers. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.

✨Tip Number 3

Prepare to discuss specific examples of how you've treated customers fairly and efficiently in previous roles. Highlighting your customer service skills will be crucial in showcasing your fit for this role.

✨Tip Number 4

Research StudySmarter's company culture and values. Being able to articulate how your personal values align with ours can set you apart from other candidates and show that you're genuinely interested in joining our team.

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

Customer Service Skills
Insurance Knowledge
Attention to Detail
Communication Skills
Time Management
Problem-Solving Skills
Record Keeping
Quotations Preparation
Team Collaboration
Technical Aptitude in Insurance Software
Knowledge of Group Broking Procedures
Ability to Work Under Pressure
Professional Development Orientation
Adaptability to Change

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your previous experience as an Account Handler, particularly in Personal Lines. Use specific examples that demonstrate your ability to provide professional advice and service to clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and your commitment to customer service. Mention how you can contribute to the growth of accounts and align with the company's values.

Highlight Relevant Skills: In your application, emphasise your ability to work in a fast-paced environment and your experience with Group Broking Procedures. Include any relevant qualifications or ongoing professional development efforts.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the insurance industry.

How to prepare for a job interview at pib Group

✨Know Your Insurance Basics

Make sure you brush up on your knowledge of personal lines insurance. Understand the different types of coverage and be ready to discuss how they apply to various client scenarios. This will show your expertise and confidence in the field.

✨Demonstrate Strong Communication Skills

Since this role requires excellent communication, practice articulating your thoughts clearly and concisely. Be prepared to give examples of how you've effectively communicated with clients or colleagues in the past.

✨Showcase Your Problem-Solving Abilities

Think of specific instances where you've identified and resolved issues for clients. Highlighting your proactive approach to problem-solving will demonstrate your commitment to providing exceptional service.

✨Prepare Questions for the Interviewers

Have a few thoughtful questions ready to ask the interviewers about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Personal Lines Account Handler
pib Group
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