Personal Lines Account Handler, Norwich
Personal Lines Account Handler, Norwich

Personal Lines Account Handler, Norwich

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

  • Tasks: Join our team as a Personal Lines Account Handler, providing top-notch customer service and support.
  • Company: We're an expanding insurance company based in Norwich, dedicated to client satisfaction.
  • Benefits: Enjoy flexible working options after probation, plus a supportive team environment.
  • Why this job: This role offers a chance to grow your skills in a dynamic industry while making a real impact.
  • Qualifications: 2 years of insurance experience preferred; strong communication and IT skills are essential.
  • Other info: Full-time hours with opportunities for professional development and training.

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

We are looking for a Personal Lines Account Handler to join our expanding team in Norwich.

Reporting to: Personal Lines Team Manager

Working hours: Full Time - Monday to Friday 9am to 5pm (with one hour unpaid for lunch). Initially working full time in the office, a blend of office and home working will be available in line with the company Smart Working Policy on completion of probation.

Key Responsibilities:

  • Providing comprehensive customer service to meet the insurance needs of our clients, while providing support to the Personal Lines team.
  • Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers.
  • Negotiating and inviting renewal of allocated clients' policies.
  • Ensuring all client records reflect the current risk-on-cover at all times, including accuracy of sums insured, perils, excesses, extensions and exclusions.
  • Provide administration support as and when required in obtaining new business quotations and arranging cover.
  • Processing mid-term adjustments and MID updates as required.
  • Processing quotes within SLA timescales.
  • Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations.
  • Referring to relevant managers, account handlers and directors over any technical queries.
  • Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence.
  • Maintaining an effective diary/activity/task system.
  • Attain cross-sell/up-sell on policies.
  • Ensuring cover notes/green cards are issued where appropriate.
  • Collating meeting notes, documenting and completing actions as required.
  • Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc., in line with the broking manual/company procedures.

Additional Responsibilities:

  • Ensuring a high level of customer service is achieved.
  • Maintain work states, entering accurate information timely as required.
  • Complete any reasonable request made of you by a manager or director.

Requirements:

  • At least 2 years’ insurance experience. Previous household insurance experience is desirable but not essential.
  • To have completed core competencies within 6 months of joining and maintain up to date as required.
  • Excellent communication and organisational skills.
  • Good IT skills are essential.
  • Ideally, the successful candidate will hold the Cert CII qualification or be working towards it.

How to Apply:

If you are interested in the role and would like to apply, please submit a copy of your CV along with covering letter stating your current salary to recruitment @ onebroker.co.uk.

Personal Lines Account Handler, Norwich employer: Uttingsinsurance

At our Norwich office, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. With comprehensive training opportunities and a Smart Working Policy that promotes a healthy work-life balance, we ensure our Personal Lines Account Handlers thrive in their roles while enjoying the benefits of a collaborative environment. Join us to be part of a dynamic team where your contributions are recognised and rewarded.
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Contact Detail:

Uttingsinsurance Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Familiarise yourself with the insurance industry, particularly personal lines. Understanding common policies and customer needs will help you stand out during interviews.

✨Tip Number 2

Network with professionals in the insurance sector, especially those who work in personal lines. Attend local events or join online forums to gain insights and potentially get referrals.

✨Tip Number 3

Brush up on your customer service skills, as this role heavily relies on providing excellent support. Consider role-playing scenarios to prepare for handling client enquiries effectively.

✨Tip Number 4

Research StudySmarter and our values. Being able to articulate how your personal values align with ours can make a strong impression during the interview process.

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

Customer Service Skills
Insurance Knowledge
Attention to Detail
Negotiation Skills
Organisational Skills
Communication Skills
IT Proficiency
Time Management
Problem-Solving Skills
Record Keeping
Cross-Selling and Up-Selling Techniques
Diary Management
Team Collaboration
Adaptability
Cert CII Qualification (or working towards it)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in insurance, particularly any roles that involved customer service or account handling. Use keywords from the job description to demonstrate your fit for the Personal Lines Account Handler position.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your previous experience in insurance and how it aligns with the responsibilities listed in the job description. Be sure to include your current salary as requested.

Showcase Your Skills: Highlight your communication and organisational skills in both your CV and cover letter. Provide specific examples of how you've successfully managed client relationships or handled enquiries in past roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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 Uttingsinsurance

✨Know Your Insurance Basics

Make sure you brush up on your insurance knowledge, especially personal lines. Understand key terms and concepts that are relevant to the role, as this will show your expertise and confidence during the interview.

✨Demonstrate Customer Service Skills

Prepare examples of how you've provided excellent customer service in previous roles. Highlight situations where you resolved issues or exceeded client expectations, as this is crucial for the Personal Lines Account Handler position.

✨Familiarise Yourself with the Company

Research the company’s values, mission, and recent developments. Being able to discuss how your goals align with theirs will demonstrate your genuine interest in the role and the organisation.

✨Prepare for Technical Questions

Expect questions related to policy documentation, risk assessment, and claims handling. Be ready to discuss your experience with these processes and how you would handle specific scenarios that may arise in the role.

Personal Lines Account Handler, Norwich
Uttingsinsurance
U
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