Personal Lines Account Handler

Hannah

Date Added: August 30, 2019
Location: Westbourne
Salary: £18,000 - £24,000 Category: Accounting & Finance Hours: Mon - Fri 8.30am - 5pm, with 1 in 3 Saturdays 8.30am – 12.30

Personal Lines Account Handler – Westbourne – Salary £18k – £24k DOE

 

Our client is looking for a Personal Lines Account Handler to work in their Westbourne Office.

 

Duties:

To develop and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact, and the preparation of presentations and the maintenance of manual and IT-based office systems.

To realise individual sales targets through the achievement of new business and renewal figures, self-monitoring individual sales activity to ensure all avenues are maximised.

To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals.

To ensure that customer service levels are implemented and maintained to a high level.

To ensure that telephone response times are maintained in accordance with specified parameters.

Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.

To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client.

Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients.

Ensure that all renewals are actioned within FCA guidelines.

Ensure that all Mid Term adjustments are actioned appropriately in a timely manner.

 

The ideal candidate will be experienced within personal lines, travel, home or motor insurance and be able to hit the ground running in this fast paced position.

 

This role will include some travel to other offices.

 

Hours Monday – Friday 8.30am – 5pm, 1 in 3 Saturdays 8.30am-12.30

Salary £18,000 – £24,000 DOE

 

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