Insurance Account Handler - Personal Lines

East Grinstead
25000.00 - 28000.00 GBP Annual
26 Jul 2021
23 Aug 2021
Contract Type
Full Time
Our established and highly reputable insurance based client is seeking to recruit a general insurance account handler - personal lines to join their busy and growing team in East Grinstead.

Full time permanent role

Mon-Fri (Apply online only)

East Grinstead based

Previous home and or motor insurance experience is essential

Acturis knowledge is highly beneficial

2 Years plus experience in personal lines is required for this excellent opportunity

GBP25000-GBP28000 plus good benefits

Overall objective:

To administer the insurance arrangements for the protection of the material assets and liabilities of clients through the provision of a professional and efficient service and to assist with generating new business opportunities and securing new customers.

The Role:

Provides broking services to all clients.

To provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium.

Deal with new business, mid-term adjustments and renewals in the relevant markets according to company terms and conditions, referring to senior colleagues, experts or insurers when issues fall outside own experience or knowledge.

Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside own knowledge and experience.

Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience.

Be aware of market developments in your business areas and bring them to the attention of clients and colleagues where appropriate.

Input and accurate processing of new business, amendments and renewals on the computer system to maintain accurate records, keeping hard-copy records on customer files where appropriate and in accordance with company procedures.

Maintaining an accurate and up to date diary system to ensure all documentation is issued and payments collected in a timely manner in accordance with company procedures

Exercise judgement when reviewing proposals, either new or renewals, referring to a senior colleague or insurer when appropriate.

Attach correct wordings to certificates including any other wording (exclusions, conditions, warranties etc.) in respect of self-issue policies.

Liaise with Insurers, other colleagues and Claims when appropriate.

Ensure accuracy, efficiency and professionalism at all times when dealing with all clients, colleagues and insurers

* Updating pipeline for specific schemes and marketing campaigns where required

* Cross-selling to existing clients

* Dealing with incoming New Business requests

* Assisting with existing clients and amendments as and when required

* Analyse, assess and accurately record customer demands and needs


Be aware and understand the company's compliance policies and procedures, and ensure full compliance with those relevant to the role.

* Commercial Business

* Transparency, commission disclosure and conflicts of interest

* Treating Customers Fairly (TCF)

* General conduct of business

* Complaints

* Training and Competence

* Consumer Business

Competencies, skills and experience required:

* Ability to prioritise and organise own workload to ensure deadlines are adhered to.

* Ability to develop and sustain relationships with customers and insurers.

* Excellent relationship skills.

* Enthusiasm, initiative, problem solver, dependability and accountability.

Knowledge and understanding:

* Of relevant policies including current market conditions.

* Of all company specific procedures.

* Of FCA rules and guidelines relating to Commercial and/or Private Customers.

* Willingness to continue to develop knowledge of insurance and related issues through formal and informal learning, both internal to the firm, and externally.

Essential IT Skills:

* Accurate data input skills

* Company operating system

* MS Word

* MS Outlook

* Excel

Excellent opportunity to join an established company who offer an excellent working environment and great career opportunities

First Recruitment Services is acting as an employment agency on behalf of this vacancy