Personal Lines Account Handler

www.topfinancialjobs.co.uk - Jobboard; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established insurance business in Ipswich is seeking a Personal Lines Account Handler to provide exceptional service and develop new business opportunities. The role involves handling enquiries, building client relationships, and contributing to business plans. Ideal candidates will be organised, self-motivated, and committed to professional development in a supportive environment.

Benefits

Company bonus scheme

Comprehensive benefits package

Qualifications

• Highly organised with excellent time management skills.
• Strong interpersonal and communication abilities.
• Technical knowledge in Personal Lines insurance (Motor, Home) is advantageous.

Responsibilities

• Handle a diverse range of new business enquiries across multiple channels.
• Conduct comprehensive fact-finding to understand customer needs.
• Develop existing client relationships to maximise growth.

Skills

Time Management

Communication

Interpersonal Skills

Organizational Skills

Education

Cert CII qualification

Job description

Employment Specialists Ltd is delighted to be recruiting for a Personal Lines Account Handler to join an established insurance business in Ipswich. This is a newly created position focused on providing exceptional service while developing new business opportunities.

Key Responsibilities as Personal Lines Account Handler

• Handle a diverse range of new business enquiries across multiple channels (telephone, email, post)
• Conduct comprehensive fact-finding to understand customer needs and provide tailored insurance solutions
• Develop existing client relationships to maximise growth through conversions, cross-selling and up-selling
• Contribute to divisional business plans and budget targets
• Work within company systems and procedures to maintain high service standards
• Review policy documents for accuracy and coverage
• Maintain detailed client records with information from insurers and customers
• Represent the division professionally to Clients, Insurers and other stakeholders
• Support colleagues across the division as required

About You

• Highly organised with excellent time management skills
• Self-motivated with a proactive approach to work
• Capable of effectively managing multiple priorities
• Strong interpersonal and communication abilities
• Technical knowledge in Personal Lines insurance (Motor, Home) would be advantageous
• Commitment to professional development and willingness to work towards Cert CII qualification

You'll be joining a busy, successful team where your contribution will be valued. The ideal candidate will be highly motivated, efficient, and ready to develop their insurance career in a supportive environment.

What's On Offer

• Company bonus scheme
• Comprehensive benefits package (details available upon request)