Personal Lines & HNW Insurance Broker

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

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.