Personal Lines Account Handler

The People Pod; Greater Manchester; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Private Medical Insurance

Life Assurance

CII qualifications support

Career development

Progression opportunities

25 days holiday

Parking on-site

Team events

Job summary

The People Pod is seeking a Personal Lines Account Handler in the Bolton area to join a respected insurance brokerage. You will manage a varied portfolio of personal lines clients, handling new business, renewals, MTAs, and client servicing with a consultative, service-led approach.

You'll advise clients across Home, Motor and Travel insurance, with a focus on Mid-Net-Worth and High-Net-Worth individuals. The role emphasizes FCA compliance, quality service, and ongoing professional development

Qualifications

• Previous experience within Personal Lines insurance.
• Strong communication and relationship-building skills.
• Excellent customer service and attention to detail.
• Professional, organised, and service-led mindset.
• Willingness to continue learning within the insurance industry.
• Experience with Mid-Net-Worth or High-Net-Worth clients is advantageous.

Responsibilities

• Managing a portfolio of personal lines clients.
• Handling new business, renewals, and MTAs.
• Providing tailored insurance advice and quotations.
• Building strong relationships with 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.

Job description

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.

With decades of success behind them and continued investment into future growth, this award-winning commercial brokerage is now expanding its Personal Lines division and is looking to appoint an experienced Personal Lines Account Handler to support its growing portfolio, including Mid-Net-Worth and High-Net-Worth clients.

This is an excellent opportunity for an insurance professional who enjoys building lasting client relationships, delivering exceptional service, and working within a friendly, professional, and highly reputable brokerage environment.

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

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

The successful candidate will ideally have:

• 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
• 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.