Personal Lines Account Handler

**Personal Lines / SME Account Handler**

**Location**:Heckmondwike (On-site)

**Package**:Negotiable + Benefits

We’re looking to add to our small friendly and community orientated team at Safe and Sound Insurance in Heckmondwike, with a Personal Lines / SME Account Handler who’ll be able to learn the ins and outs of how a brokerage runs rather than just dealing with case after case.

You’ll be dealing with an established Personal Lines portfolio on an end to end basis and working with the Branch Director and Commercial Account Executive on SME cases whilst assisting with the day to day back-office pieces at the same time.

This is an opportunity to get to learn how things actually work across multiple area’s and will provide some wonderful development opportunities for the right person and at the same time it’s highly likely you’ll be able to get away from commuting into the surrounding towns and cities and gain a proper work/life balance

**On a day-to-day basis you’ll be**:

- Assisting clients with renewals, mid-term adjustments, documentation queries and quotations for additional products
- Building strong relationships with clients and insurers to maximise retention levels
- Ensuring documentation and systems are accurate
- Working in a compliant and timely manner on all cases.
- Assisting clients with new quotations

**What’s on offer**:

- An environment that truly has a family feel to it, with the brokerage sitting at the heart of the community.
- A negotiable starting salary with regular 1-2-1’s coupled with the standard benefits package (Holiday, Pension etc.) and a culture built around developing its staff
- Full support for professional qualifications

**Your experience**:

- You’ll have a solid grounding in Personal Lines Insurance and be looking to develop into SME Insurance with exposure to Home, Motor and Travel Insurance as a minimum
- You’ll be able to communicate clearly and effectively with stakeholders at all levels and should be used to using Word, Excel and wider broking platforms (Open GI in an ideal world)

**Wider about us**:
Safe & Sound Insurance are part of the Brown & Brown Team, Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm, delivering risk management solutions to individuals and businesses since 1939.

With 16,000+ teammates in approximately 500 locations worldwide, we are committed to providing innovative strategies to help protect what our customers value most. For more information or to find an office near you, please visit our website

**Benefits**:

- Company events
- Company pension
- Life insurance

Schedule:

- Monday to Friday

Work authorisation:

- United Kingdom (required)

Ability to Commute:

- Heckmondwike (required)

Work Location: In person