Private Client Account Handler

JR United Kingdom; England; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Private Client Account Handler to join their dynamic team in the Southwest. This role involves managing personal lines insurance policies, including household and motor insurance, while ensuring compliance with FCA guidelines. You will be responsible for building strong customer relationships and providing tailored insurance solutions. Ideal candidates will possess excellent customer service skills, personal lines insurance experience, and be familiar with Acturis Software. Join a supportive environment that values diversity and encourages professional growth.

Qualifications

• Experience in Personal Lines Insurance with face-to-face and telephone interactions.
• Strong customer service skills and ability to work to deadlines.

Responsibilities

• Administer personal lines insurance policies from inception to renewal.
• Build relationships with customers to understand their needs.

Skills

Personal Lines Insurance

Customer Service Skills

Negotiation Skills

Planning and Organisational Skills

Technical Knowledge of Insurance

Acturis Software

Tools

Acturis Software

Job description

Social network you want to login/join with:

Private Client Account Handler, south west england

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Client:

AssuredPartners International

Location:

south west england, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

About us

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.