Personal Lines Account Handler

The People Pod; Bolton; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Generous pension scheme

Private Medical Insurance

Life Assurance

Support towards CII qualifications

Career development & training

25 days holiday + Christmas leave

Modern offices with parking

Friendly and collaborative environment

Job summary

The People Pod are a long-established insurance brokerage based in Bolton, seeking a Personal Lines Account Handler to manage a portfolio of high- and mid-net-worth clients. You will handle new business, renewals, MTAs, and provide tailored insurance advice across Home, Motor, Travel, and high-net-worth personal lines products.

Working within a supportive team, you will build trusted relationships with clients and insurers, deliver excellent service via phone and email, maintain FCA-compliant

Qualifications

• Previous experience within Personal Lines insurance
• Strong communication and relationship-building skills
• Excellent customer service ability
• High attention to detail
• A professional and organised approach
• A willingness to continue learning and developing within the insurance industry

Responsibilities

• Managing a portfolio of personal lines clients
• Handling new business, renewals, and MTAs
• Providing tailored insurance advice and quotations
• Building strong relationships with both clients and insurers
• Delivering first-class customer service via phone and email
• Identifying opportunities to cross-sell additional products
• Ensuring FCA compliance and accurate record keeping

Skills

Personal Lines experience

Communication skills

Relationship-building

Customer service

Attention to detail

Organised approach

Willingness to learn

Job description

Personal Lines Account Handler

High-Net-Worth & Mid-Net-Worth Clients | Established Insurance Brokerage | Bolton Area

A fantastic opportunity has arisen to join a highly respected, long-established Insurance Brokerage with an outstanding reputation across both the Commercial and Private insurance market and its loyal client base.

The Opportunity

Working as part of a supportive and close-knit team, you will manage a varied portfolio of personal lines clients, handling:

• New business enquiries
• Renewals
• Mid-term adjustments
• Client servicing and relationship management

You will advise clients across a range of products including:

• Home Insurance
• Motor Insurance
• Travel Insurance
• High-Net-Worth personal lines products (Luxury Vehicle, Boat, Art, Watches, Jewellery, Collectables etc.)

This role offers the chance to work with discerning Mid-Net-Worth and High-Net-Worth individuals, requiring a consultative and service-led approach, strong attention to detail, and the ability to build trust with clients.

Key Responsibilities

• Managing a portfolio of personal lines clients
• Handling new business, renewals, and MTAs
• Providing tailored insurance advice and quotations
• Building strong relationships with both clients and insurers
• Delivering first-class customer service via phone and email
• Identifying opportunities to cross-sell additional products
• Ensuring FCA compliance and accurate record keeping

About You

• Previous experience within Personal Lines insurance
• Strong communication and relationship-building skills
• Excellent customer service ability
• High attention to detail
• A professional and organised approach
• A willingness to continue learning and developing within the insurance industry

Experience dealing with Mid-Net-Worth or High-Net-Worth clients would be advantageous, although not essential.

What's on Offer

• Competitive salary and excellent overall package
• Generous pension scheme
• Private Medical Insurance
• Life Assurance
• Support towards CII qualifications
• Ongoing training and career development
• Clear progression opportunities within a growing business
• 25 days holiday plus additional Christmas leave
• Modern offices with parking
• Friendly and collaborative working environment
• Regular social events and team activities

Why Apply?

This is a rare opportunity to join a genuinely well-established and highly regarded brokerage that has built an exceptional reputation for client service, professionalism, and staff retention.

The business combines the stability and credibility of a leading commercial brokerage with the culture and support of an independent firm, making it an excellent long-term career move for someone looking to grow within Personal Lines insurance