Personal Lines Account Handler
| Job Type | Permanent |
| Location | Bristol |
| Area | South West, UK |
| Sector | General Insurance |
| Salary | To £32,000 plus excellent benefits |
| Start Date | |
| Advertiser | David Harries |
| Job Ref | DH/103792 |
| Working | Hybrid |
- Description
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 enquires 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 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.
