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Personal Lines Account Handler

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Personal Lines Account Handler

  • Sector:

    Financial Services & Insurance

  • Job type:

    Permanent

  • Salary:

    £18000 to £999999

  • Contact:

    Julie Morgan

  • Contact email:

    info@stdavid-recruitment.co.uk

  • Job ref:

    ST7256

  • Published:

    4 months ago

  • Expiry date:

    2021-07-30

P​ersonal Lines Account Handler

We are looking for a candidate who is experienced in Motor & Home insurance.

Salary of £18,000 but is negotiable depending on experience.

The hours of work are Monday to Friday 9am to 5.30pm and 1 in 3 Saturdays 9.30 to 1pm (these 3.5 hours would be given back in lieu)

Duties and responsibilities:

Service of existing accounts with retention of renewals to achieve company income targets in accordance with Company procedures and regulatory requirements. Issued levels of personal authority and responsibility recorded in this job file will apply

Service all our client accounts as detailed above for our Newport office and also for our Cardiff office when required

Deliver personal and team sales targets

Identify and convert sales and cross sales opportunities

Provide quotations and ensure conversion of new business and create system records

Provide professional and accurate customer service

Ensure that all system records are up to date and accurate following all client contact. Check all insurance documentation is correct

Manage the departmental diary system

Resolve queries and issues raised with all customers

Capture data accurately