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Personal Lines Account Handler, Norwich
4 months ago
We are looking for a Personal Lines Account Handler to join our expanding team in Norwich.
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 comprehensive customer service to meet the insurance needs of our clients, while 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 over 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
- Attain cross-sell/up-sell on policies
- Ensuring cover notes/green cards are issued where appropriate
- Collating meeting notes, documenting and completing actions as required
- Creating all invoices and relevant credit notes for new business, renewals, mid-term adjustments etc., in line with the broking manual/company procedures.
- Ensuring a high level of customer service is achieved
- Maintain work states, entering accurate information timely as required
- Complete any reasonable request made of you by a manager or director
- 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 up to date 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.
If you are interested in the role and would like to apply, please submit a copy of your CV along with covering letter stating your current salary to recruitment@onebroker.co.uk.
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