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For Companies At a Glance
- Tasks: Manage a portfolio of high-value clients and provide tailored insurance solutions.
- Company: Established independent insurance brokerage with growth plans and a supportive team.
- Benefits: Stable role with opportunities for professional development and client relationship building.
- Why this job: Join a dynamic team and make a real impact in the insurance industry.
- Qualifications: 3+ years in insurance, strong customer service skills, and knowledge of personal lines products.
- Other info: Autonomy and accountability in a fast-growing company.
Personal Lines Account Handler – Bury
Interested in this role You can find all the relevant information in the description below.
The Company
A well-established independent insurance brokerage is seeking an experienced
Personal Lines Account Handler
to join their team in Bury and step into a readymade portfolio of clients. Known for their professional and impartial advisory based approach, they cater for Mid-Net-Worth, High-Net-Worth, and VIP personal clients and SME, Mid-Market and Corporate commercial clients providing cross-class tailored insurance solutions.
Having already grown through acquisition, the company have large growth plans with further acquisitions in the pipeline, the Personal Lines Account Handler will take over an existing portfolio of Mid-Net-Worth, High-Net-Worth and VIP customers from day one.
The Role
As a Personal Lines Account Handler, you will be maintaining an existing portfolio of customers and your responsibilities will include:
Working with a portfolio of new and existing Mid-Net-Worth, High-Net-Worth and VIP customers, to provide tailored personal insurance solutions.
Providing outstanding customer support and advice to meet the insurance needs of your clients.
Dealing with the processing and administration of new contracts, renewals and MTA\’s.
Liaising and negotiating with underwriters to identify the most suitable insurance products for your clients.
Working closely with Senior Brokers, Account Executives and Directors to develop a strong knowledge of a commercial insurance products and ensuring all recommendations are aligned to the client\’s needs.
Handling day-to-day queries and enquiries from both clients and insurers.
Providing outstanding customer service, developing lasting relationships.
About You
A minimum of
3 years\’ experience
in the insurance industry as either a Personal Lines Account Handler or Broker is
In depth knowledge of multiple personal lines insurance products and services, including but not limited to
motor, home, travel, and van .
Working knowledge of
Acturis
Excellent customer service and relationship-building skills both in person and over the phone
Excellent attention to detail and organisational skills
Strong PC skills
If you\’re a Personal Lines Insurance professional looking for a role that will provide you with autonomy, accountability, stability and long-term opportunities this is the job for you!
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Insurance Account Handler - Personal Lines employer: The People Pod
Contact Detail:
The People Pod Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler - Personal Lines
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about opportunities at companies like the one in Bury. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their approach to personal lines insurance and think of examples from your experience that align with their values. This will show them you’re not just another candidate, but someone who truly gets what they do.
✨Tip Number 3
Practice your pitch! You’ll want to clearly communicate your experience with Mid-Net-Worth and High-Net-Worth clients. Make sure you can confidently discuss how you’ve provided tailored solutions in the past – this is key for standing out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Insurance Account Handler - Personal Lines
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in personal lines insurance and any relevant achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Lines Account Handler role. Share specific examples of how you've provided outstanding customer service in the past.
Showcase Your Knowledge: We love candidates who know their stuff! Mention your familiarity with various personal lines insurance products and your experience with Acturis. This will show us you’re ready to hit the ground running.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at The People Pod
✨Know Your Stuff
Make sure you brush up on your knowledge of personal lines insurance products. Familiarise yourself with motor, home, travel, and van insurance specifics. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
With a minimum of three years' experience required, be ready to discuss your previous roles in detail. Prepare examples of how you've successfully managed client portfolios and provided tailored solutions. This will demonstrate your capability to handle the existing portfolio from day one.
✨Customer Service is Key
Since outstanding customer service is crucial for this role, think of specific instances where you've gone above and beyond for clients. Be prepared to share these stories during the interview to highlight your relationship-building skills.
✨Ask Smart Questions
Prepare thoughtful questions about the company's growth plans and how they support their employees. This shows that you're not just interested in the job, but also in the company's future and your potential role within it.
