Personal Lines Account Handler

Aspire Jobs; Poole; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance company in Bournemouth is seeking a Personal Lines Insurance Account Handler. Responsibilities include developing client portfolios, achieving sales targets, and ensuring high levels of customer service. The role offers a hybrid working model, competitive salary, and the potential for growth within the insurance sector.

Benefits

25 days holiday

Pension (auto enrolment employer 6%, employee 2%)

Optional cash plan

Flexed holiday (can buy up to another 5 days per year)

Paid parking

Great social team environment

Qualifications

• Experience in personal lines in either home or motor insurance preferred.
• Willingness to learn for trainee candidates.

Responsibilities

• Develop and maintain a portfolio of clients for long-term relationships.
• Achieve sales targets and maintain high customer service levels.
• Manage insurance needs and ensure compliance with FCA guidelines.

Skills

Client Relationship Management

Sales Achievements

Customer Service Orientation

Job description

Location: Bournemouth

Salary: £doe + bonus

Hours: 8.30am-5pm Monday to Friday, 1 hour lunch, hybrid working (4 days in the office, 1 day at home - Wednesday), 25 days holiday, pension (auto enrolment employer 6%, employee 2%), optional cash plan and flexed holiday (can buy up to another 5 days per year), paid for parking, great social team environment

Aspire Jobs are delighted to be working exclusively with our client at their office in Bournemouth. They are a well-established company with a great reputation who are continuing to grow.

Ideally you will have experience in personal lines in either home or motor insurance, however our client will also look at a trainee who has a willingness to learn and wants a career within insurance.

As a Personal Lines Insurance Account Handler, you will have the ability to develop and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact, and the preparation of presentations.

The role is split into Sales, Customer Services and Account Management and responsibilities include:-

• To realise individual sales targets through the achievement of new business and renewal figures, self-monitoring individual sales activity to ensure all avenues are maximised.
• To ensure that customer service levels are implemented and maintained to a high level, ensuring that your team achieves results a high % of clients being satisfied with the level of service provided.
• Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team.
• To ensure that full presentations are sent out to market and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client.
• Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients.
• To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients.
• Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date.
• Ensure that all renewals are actioned within FCA guidelines.