Personal Lines Account Handler
1 month ago
We are recruiting for a Personal Lines Account Handler to work on the handling of Mid Net Worth & High Net Worth policies and retain and provide a service to existing customers.
Overview of duties
- Maintain a professional image of self and the Group to all customers and insurers
- Identify and understand the customers needs and business
- Build relationships with customers and provide an ongoing service
- Complete and offer all renewals within the FCA guidelines
- Complete and process all new business and transfer new business within the FCA guidelines
- Completion of tasks in a timely manner
- Ensure that all compliance responsibilities are recorded and reported as required
- Build own technical knowledge to achieve/maintain competence and maintain own training records
Person specification
Knowledge, skills and abilities:
- Customer Care skills
- Planning and Organisational skills
- High Net Worth & Mid Net Worth Insurance Technical Knowledge
- Negotiation skills
- FCA Compliant Process
Education / and or Experience
- General insurance experience
- Customer service skills
Key information:
Hours: Monday – Friday, 35 Hours
Location: Hemel Hempstead
If this sounds like something you are interested in please apply or contact Lucy Reed for further information.
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