Household Account Handler

Lawes Insurance Recruitment; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

An independent insurance brokerage in England is seeking a dedicated Household Account Handler to manage and service a diverse range of insurance policies. The ideal candidate will engage with clients, provide tailored quotations, and ensure efficient policy renewals. Previous experience in insurance broking and familiarity with High Net Worth policies are preferred. Excellent communication skills, organisational ability, and proficiency in Microsoft Office are essential for success in this role.

Qualifications

• Previous experience in an insurance broking or client-facing role is highly desirable.
• Familiarity with handling High Net Worth and personal insurance policies is advantageous.
• Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial.

Responsibilities

• Engage with clients, guiding them through the sales process.
• Research and provide accurate quotations tailored to client needs.
• Manage the renewal book for existing clients.
• Communicate effectively with clients to understand their insurance needs.

Skills

Proficiency in Microsoft Office Suite

Strong understanding of insurance broking principles

Excellent communication skills

Highly organised

Attention to detail

Job description

Lawes Consulting are working with an independent insurance brokerage who are looking for a dedicated and professional Household Account Handler to join their Personal Lines – Household department. This client-facing role is pivotal in servicing and managing both existing and new insurance policies for a diverse range of clients. The successful candidate will handle various policy types, including High Net Worth, private home (contents and buildings), boats, pets, holiday homes, and personal accident insurance.

RESPONSIBILITIES

• Engage with clients, guiding them through the sales process with professionalism and expertise
• Research and provide accurate and competitive new quotations tailored to client needs
• Proactively reconnect with former clients and previous enquirers to offer renewal quotations
• Manage the renewal book for existing clients, ensuring timely and efficient policy renewals
• Process renewals and arrange payment, including facilitating finance schemes where required
• Maintain a well-organised and up-to-date diary system to track client interactions and deadlines
• Perform additional duties as requested by the Line Manager, aligned with the nature of this position

DAY-TO-DAY

• Communicate effectively with clients to understand their insurance needs and provide tailored solutions
• Collaborate with internal teams to ensure seamless policy management and client satisfaction
• Stay informed about industry trends, regulatory requirements, and company policies to maintain compliance and deliver exceptional service
• Utilise Microsoft Office tools to manage documentation, quotations, and client records efficiently

EXPERIENCE

• Previous experience in an insurance broking or client-facing role is highly desirable
• Familiarity with handling High Net Worth and personal insurance policies is advantageous
• Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial (training will be provided)

SKILLS

• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
• Strong understanding of insurance broking principles and practices
• Excellent communication and interpersonal skills to build and maintain client relationships
• Highly organised with the ability to manage multiple tasks and deadlines effectively
• Attention to detail and a proactive approach to problem-solving

If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at [e-mail]