Insurance Account Handler - Personal Lines
Personal Lines Account Handler - Bury
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!