Personal Lines Account Handler

JMG Group; Sidcup; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Free parking

Company pension

Generous holiday entitlement

Job summary

JMG Group in Sidcup is seeking an experienced Personal Lines Handler to maintain and develop relationships with clients, handling personal lines and high-net-worth insurance, and generating new business opportunities within the personal lines sector.

You will provide a high standard of customer service, obtain quotations, liaise with insurers, and ensure accurate records and timely updates to the accounts team.

Qualifications

• Two+ years as an Insurance Broker in personal lines and HNW.
• Experience with FCA compliance standards.
• Office-based role in Sidcup.
• Proficient with an insurance IT system.
• Strong accuracy and attention to detail.
• Excellent customer service and relationship building.
• Regulatory and compliance awareness.
• Willingness to work toward Cert CII or hold qualifications.

Responsibilities

• Deal with new business, mid-term adjustments and renewals in line with procedures, referencing seniors when needed.
• Record all communications with insurers or customers.
• Handle telephone enquiries and refer to specialists when appropriate.
• Provide a quality service covering all aspects of clients’ insurance arrangements at competitive premiums.
• Obtain and assess quotations, offering alternatives where appropriate.
• Regularly update the Accounts Department on payments, amendments, non-payments, and assist with queries.

Skills

Insurance broker experience

Personal lines

HNW products

FCA compliance

Office-based role

Insurance IT system

Accuracy

Customer service

Regulatory compliance awareness

Cert CII progress

Education

Cert CII or equivalent

Tools

Insurance IT system

Job description

Howe Maxted Group has been helping clients identify risks and find solutions to minimise the impact on their business and private lives for over 100 years. We are a service driven business, having developed and grown over the years to become a leading firm of independent risk consultants, general insurance brokers and financial advisors. We have an established reputation, a long-standing track record with a proven ability to understand fully the unique demands and needs of our clients which in turn ensures best advice is provided in tailoring the insurance cover at competitive premiums. Howe Maxted are now part of the wider JMG Group, who are a top 30 UK Broker, placing £500m+ Gross Written Premium annually.

The opportunity

Due to continued growth, we are looking for an experienced Personal Lines Handler, who will maintain and develop good relationships with new and existing clients along with development of new business opportunities within the personal lines and HNW insurance sector. You will provide business leads to other departments and provide a high standard of customer service with clients and insurers.

Key Responsibilities:

• Dealing with new business, mid-term adjustments and renewals in the relevant markets in line with company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of your own experience.
• Making sure all communications with insurers or customers are accurately recorded as per the company’s procedures.
• Dealing with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience.
• Providing a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium.
• Be responsible for obtaining and assessing quotations, offering alternatives where available and appropriate.
• Regularly update the Accounts Department on payments, amendments, non-payments, and assisting in the resolution of queries

What we’re looking for:

To be successful in this role, you must have the following skills;

• 2+ Years experience as an Insurance Broker with experience of personal lines and HNW products
• Experience of working to high standards of FCA compliance
• Happy with an office-based role, based in Sidcup
• I.T. skills including use of an insurance IT system
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness
• Willingness to work towards Cert CII or already hold qualifications

What we offer:

• Competitive salary commensurate with level of experience
• Free parking
• Company Pension scheme
• Generous holiday entitlement, including birthday day off and additional days available to purchase