At a Glance
- Tasks: Manage personal lines clients and provide tailored insurance advice.
- Company: Established insurance brokerage with a stellar reputation.
- Benefits: Competitive salary, generous pension, private medical insurance, and ongoing training.
- Other info: Enjoy a friendly work environment with clear career progression opportunities.
- Why this job: Join a supportive team and build lasting relationships with high-net-worth clients.
- Qualifications: Experience in personal lines insurance and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
A fantastic opportunity has arisen to join a highly respected, long-established Insurance Brokerage with an outstanding reputation across both the Commercial and Private insurance market and its loyal client base.
With decades of success behind them and continued investment into future growth, this award-winning commercial brokerage is now expanding its Personal Lines division and is looking to appoint an experienced Personal Lines Account Handler to support its growing portfolio, including Mid-Net-Worth and High-Net-Worth clients.
This is an excellent opportunity for an insurance professional who enjoys building lasting client relationships, delivering exceptional service, and working within a friendly, professional, and highly reputable brokerage environment.
The Opportunity
Working as part of a supportive and close-knit team, you will manage a varied portfolio of personal lines clients, handling:
- New business enquiries
- Renewals
- Mid-term adjustments
- Client servicing and relationship management
You will advise clients across a range of products including:
- Home Insurance
- Motor Insurance
- Travel Insurance
- High-Net-Worth personal lines products (Luxury Vehicle, Boat, Art, Watches, Jewellery, Collectables etc.)
This role offers the chance to work with discerning Mid-Net-Worth and High-Net-Worth individuals, requiring a consultative and service-led approach, strong attention to detail, and the ability to build trust with clients.
Key Responsibilities
- Managing a portfolio of personal lines clients
- Handling new business, renewals, and MTAs
- Providing tailored insurance advice and quotations
- Building strong relationships with both clients and insurers
- Delivering first-class customer service via phone and email
- Identifying opportunities to cross-sell additional products
- Ensuring FCA compliance and accurate record keeping
About You
The successful candidate will ideally have:
- Previous experience within Personal Lines insurance
- Strong communication and relationship-building skills
- Excellent customer service ability
- High attention to detail
- A professional and organised approach
- A willingness to continue learning and developing within the insurance industry
- Experience dealing with Mid-Net-Worth or High-Net-Worth clients would be advantageous, although not essential.
What's on Offer
- Competitive salary and excellent overall package
- Generous pension scheme
- Private Medical Insurance
- Life Assurance
- Support towards CII qualifications
- Ongoing training and career development
- Clear progression opportunities within a growing business
- 25 days holiday plus additional Christmas leave
- Modern offices with parking
- Friendly and collaborative working environment
- Regular social events and team activities
Why Apply?
This is a rare opportunity to join a genuinely well-established and highly regarded brokerage that has built an exceptional reputation for client service, professionalism, and staff retention. The business combines the stability and credibility of a leading commercial brokerage with the culture and support of an independent firm, making it an excellent long-term career move for someone looking to grow within Personal Lines insurance.
Personal Lines Account Handler in Lymm employer: The People Pod
Join a highly respected and long-established insurance brokerage in the Bolton area, where you will thrive in a friendly and collaborative environment that prioritises exceptional client service and professional growth. With a competitive salary, generous benefits including private medical insurance and support for CII qualifications, this role offers a unique opportunity to build lasting relationships with discerning Mid-Net-Worth and High-Net-Worth clients while enjoying clear progression opportunities within a supportive team. Experience the stability of a leading commercial brokerage combined with the culture of an independent firm, making it an ideal place for your career development in Personal Lines insurance.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Lines Account Handler in Lymm
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about opportunities at established brokerages. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client relationships and be ready to discuss how you can contribute to their success with High-Net-Worth clients. Show them you're not just another candidate!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in Personal Lines insurance and how it aligns with their needs. Highlight your customer service skills and attention to detail, as these are key in building trust with clients.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Personal Lines Account Handler in Lymm
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 previous experience in personal lines insurance and any work with High-Net-Worth clients to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for building client relationships and delivering exceptional service. Let us know why you’re excited about joining our friendly team.
Showcase Your Attention to Detail:In the insurance world, attention to detail is key. Make sure your application is free from typos and errors. This not only shows your professionalism but also your commitment to providing first-class service.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at The People Pod
✨Know Your Products Inside Out
Make sure you’re well-versed in the various personal lines products, especially those relevant to High-Net-Worth clients. Brush up on specifics like home insurance, motor insurance, and luxury items coverage. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Relationship-Building Skills
During the interview, highlight your experience in building strong client relationships. Share specific examples of how you've successfully managed client portfolios and provided exceptional service. This will show that you understand the importance of trust and communication in this role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and customer service skills. Prepare for scenarios where you might need to handle new business enquiries or mid-term adjustments. Think about how you would approach these situations and be ready to discuss your thought process.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial in the insurance industry. Be prepared to discuss how you ensure accuracy in record keeping and compliance with FCA regulations. You could even mention any tools or methods you use to stay organised and meticulous in your work.
