Personal 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