Household Client Handler

MW Appointments; Essex; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading insurance brokerage in Essex seeks a Client Handler to manage Personal Lines Household policies from start to finish. The role involves handling premiums, managing a book of clients, and issuing insurance documentation. Ideal candidates will have previous experience in Household Insurance and good IT skills. This full-time position offers a salary up to £30,000 and opportunities for training and development.

Benefits

Training and development opportunities

Inclusive and fair workplace

Responsibilities

• Handling Household premiums for new and existing clients.
• Managing own book of clients.
• Dealing with premiums up to 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.

Skills

Previous experience working within Household Insurance

Managing own workload

Good IT skills including all MS Office

Education

Achieved or studying towards Cert CII

Tools

Acturis

MS Office

Job description

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