We are looking for a Personal Lines Account Handler to join our expanding team in Cambridge.
THIS VACANCY IS CLOSED
Reporting to: Personal Lines Team Manager
Working hours: Full Time - Monday to Friday 9am to 5pm (with one hour unpaid for lunch). Initially working full time in the office, a blend of office and home working will be available in line with the company Smart Working Policy on completion of probation.
Key Responsibilities:
- Providing a comprehensive customer service to meet the insurance needs of our clients, providing support to the Personal Lines team
- Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
- Negotiating and inviting renewal of allocated clients' policies
- Ensuring all client records reflect the current risk on cover at all-times, including accuracy of sums insured, perils, excesses, extensions and exclusions
- Provide administration support as and when required in obtaining new business quotations and arranging cover
- Processing mid-term adjustments and MID updates as required
- Processing quotes within SLA timescales
- Dealing with clients’ day-to-day enquiries, responding promptly and managing expectations
- Referring to relevant Managers, Account Handlers and Directors for any technical queries
- Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence
- Maintaining an effective diary / activity / task system
- Attaining cross-sell / up-sell on policies
- Ensuring cover notes / green cards are issued where appropriate
- Collating meeting notes, documenting and completing actions as required
- Liaising with the Claims department for claims queries / reports
- Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments, etc. in line with the Broking Manual / Company Procedures
Additional Responsibilities
- Ensuring a high level of customer service is achieved
- Maintaining work states and entering accurate and timely information as required
- Completing any reasonable request made of you by a Manager or Director
Requirements
- At least 2 years’ insurance experience. Previous Household Insurance experience is desirable but not essential
- To have completed core competencies within 6 months of joining and maintain as required
- Excellent communication and organisational skills
- Good IT skills are essential
- Ideally, the successful candidate will hold the Cert CII qualification or be working towards it
Related Articles