Private Client Account Handler

AssuredPartners International; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a dynamic team in the Private Clients Division of a forward-thinking insurance company. This role involves managing personal lines insurance policies, from inception to renewal, while ensuring compliance with FCA guidelines. You will build strong relationships with clients, providing tailored insurance solutions that meet their unique needs. With a focus on mutual respect and understanding, this company values diversity and encourages continuous learning. If you are passionate about customer service and have the initiative to thrive in a busy environment, this opportunity is perfect for you.

Qualifications

• Experience in Personal Lines Insurance and working with clients face to face.
• Strong customer service skills and excellent telephone manner.

Responsibilities

• Administer Household, Motor, Residential Property, Second Home, and Travel policies.
• Build relationships with customers and provide ongoing service.

Skills

Personal Lines Insurance

Customer Service

Negotiation Skills

Planning and Organisational Skills

Technical Knowledge

Tools

Acturis Software

Job description

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As a company in the AssuredPartners group, at PSP Insurance we work with each client to customise personal insurance solutions specifically to fit their individual needs. There is no one-size-fits-all when it comes to coverage.

We think the best working environment is one of mutual respect, care and understanding. We recognise our colleagues for their unique skills, we encourage learning and we and embrace diversity.

About the role

We are looking for someone to join our Private Clients Division in the Southwest and Wales Region; based in either Newquay or Plymouth (your choice).

You will be joining a busy team of 12 who are based in various offices throughout the region, carrying out all aspects of personal lines insurance. You will administer Household, Motor, Residential Property, Second Home and Travel polices from inception to renewal, including mid-term policy adjustments.

You will complete and offer all renewals and new business within the FCA guidelines.

You’ll build relationships with customers and provide an ongoing service identifying and understanding the customer’s needs and requirements.

You’ll also ensure that all compliance requirements are recorded and reported as expected and develop your own technical knowledge to achieve/maintain competence. You’ll maintain your own training records, keeping them updated as you go.

About you

Ideally, we are looking for someone with Personal Lines Insurance experience, working with Insurers and our clients face to face and over the telephone, with knowledge of the Acturis Software system.

You will have strong customer service skills and an excellent telephone manner.

You will also have the ability to use your initiative and work to deadlines, whilst also being an active member of the team.

You’ll have strong planning and organisational skills, personal lines insurance technical knowledge, negotiation skills, general insurance experience and customer service skills.

We are happy to consider reasonable adjustments during the recruitment process due to a disability, health condition or other factor, and we will ask if there are any such requirements if you are invited to an interview.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Customer Service, and Sales

• Industries

  Insurance

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