Personal Lines Account Handler

Cavendish Maine; West of England; On-site; GBP 31,000 - 37,000; Full time

Benefits offered by this job

Bonus

Support with professional quals

Job summary

Cavendish Maine, an established independent Chartered Insurance Broker, is seeking a Personal Lines Account Handler to lead a portfolio of mid and high net worth Personal Lines with SME exposure.

You will be the first point of contact for client and insurer enquiries, handling quotations, renewals and mid-term adjustments while developing strong relationships and delivering proactive service.

Qualifications

• Experience in personal lines with HNW/SME beneficial
• Knowledge of Insurance products and principles
• Excellent written and verbal communication
• Proficiency with Word and Outlook
• CII qualification preferred

Responsibilities

• Manage day-to-day portfolio operations
• Achieve retention, cross-sell, and referral targets
• Develop and maintain relationships with clients and insurers
• Respond to queries from clients and providers proactively
• Maintain client records in line with internal protocols
• Provide proactive service to internal and external contacts

Skills

Personal lines

HNW exposure

SME insurance

Insurance knowledge

Communication skills

PC literacy

MS Word

MS Outlook

CII qualification

Tools

Word

Outlook

Job description

An Established, independent Chartered Insurance Broker seeks a Personal Lines Account Handler to take a lead role in managing a portfolio of mid and high net worth Personal Lines business whilst also gaining exposure to SME Commercial business.

You will be the first point of contact for all personal lines enquires from clients and providers and will be responsible for quotations, renewals, mid-term adjustments and policy amendments.

Responsibilities will include:

• Ensure the smooth running of assigned portfolio on a day-to-day basis
• Achieve agreed retention rates
• Achieve cross selling and referral targets
• Develop, maintain and cultivate constructive and professional relationships with clients and insurers at all levels
• Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external stakeholders
• Independently respond to queries from both clients and insurers in a pro-active manner
• Maintain client records and data in line with internal systems and protocols
• Provide a proactive and professional service to both internal and external contacts, including clients, providers and colleagues.

Key Skills/Experience Required:

To be considered for the Personal Lines Account Handler opportunity, you will have the following experience:

• Previous personal lines insurance experience with exposure to HNW and SME commercial insurance beneficial
• Knowledge of relevant Insurance Products and services and understanding of the principles of insurance
• Excellent written and verbal communication skills
• Strong PC literacy to include Word and Outlook
• Cert CII qualification would be preferred.

Salary/Benefits Information:

• Salary to £34k
• Bonus
• Support with professional qualifications

Reference: DH/103792

By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.

In the meantime, we would like to thank you for your interest in Cavendish Maine.