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Household Client Handler

MW Appointments

England

On-site

GBP 25,000 - 30,000

Full time

3 days ago
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Job summary

A leading Lloyds Broker is seeking a Client Handler for their Household Insurance department based in Essex. This permanent role involves managing a portfolio of clients, handling insurance policies from start to finish, and offers a competitive salary with opportunities for training and development in a growing organization.

Benefits

Training and development opportunities
Inclusive and fair workplace

Qualifications

  • Previous experience in Household Insurance is essential.
  • Ability to manage own workload effectively.
  • Good IT skills, including proficiency in MS Office.

Responsibilities

  • Handle premiums for new and existing clients.
  • Manage own book of clients and deal with premiums up to £2,000.
  • Issue new business, renewals, and Mid-term adjustments.

Skills

IT skills
Client Management
Organizational Skills

Education

Cert CII (achieved or studying towards)

Tools

Acturis
MS Office

Job description

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Summary

Our client who is a Lloyds Broker is looking for a Client Handler to join their expanding Household Insurance department in the Essex office. The purpose of the role is to work of the Household schemes and binders handling Personal Lines Household policies from start to finish.







Main Duties:



* Handling Household premiums for new and existing clients

* Managing own book of clients

* Dealing with premiums upto around £2,000



* Contacting clients to obtain up to date risk information and discuss renewal terms

* Issuing new business, renewals and Mid-term adjustments

* Preparing and issuing insurance documentation and letters

* Cross selling other products

* Using Acturis and MS Office







Essential Skills Required:



* Previous experience working within Household Insurance

* Managing own workload

* Good IT skills including all MS Office







Desirable:



* Good organisation skills

* Knowledge of binders or delegated authority

* Achieved or studying towards Cert CII

* Knowledge of Acturis system







What you need to know:



* Permanent role

* Based in Essex

* Salary up to £30,000

* A great opportunity to join a growing organisation with lots of training and development opportunities.

* A very inclusive and fair opportunities employer







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