Personal Lines Account Handler

Personal Lines Account Handler
Location: Ipswich
Salary: Negotiable + Benefits

Overview

At WM Brokers (part of Brown & Brown Europe) we are looking for a Personal Lines Account Handler to join the successful and experienced team based in the Ipswich office location.

The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements.

This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you.

The day to day:

• Providing client insurance handling service as required in a professional, timely and efficient manner - handling quotations, new business, mid-term amendments and renewals.
• Ensuring that work undertaken is within scope of knowledge and experience, referring to senior staff for guidance as required.
• Provide excellent service to client's making sure that Treating Customers Fairly (TCF) is paramount in all dealings with customers.
• Provide customers/clients with appropriate insurance cover and advice.
• Advising insurers in respect of all new business, amendments and renewal transactions.
• Communicating with clients and ensuring that they are fully aware of the cover provided and any gaps in cover or significant terms, conditions or exclusions.
• Ensuring that all compliance and company procedures are adhered to on a day to day basis.
• Ensure that full and accurate computer records are maintained and kept up to date.
• Assist the claims department in respect of cover operative and other technical matters.

What's on offer:

• Negotiable basic salary + bonus
• Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Your experience:

• Knowledge of Personal Lines Insurance covering either Motor and/or Household risks
• Insurance experience of handling new enquiries, renewals and mid-term adjustments
• Good knowledge of the Personal Lines insurance market place
• Ability to identify the best policy to meet clients' needs
• Ability to take responsibility for own performance
• Strong verbal and written communication