Personal Lines Account Handler

5 months ago

Manchester, United Kingdom Resolve Recruitment Services Full time

Resolve Recruitment are delighted to be working with one of the UK's most successful insurance broker networks. Due to continued growth, this dynamic and forward-thinking company are looking to speak with ambitious Personal Lines Account Handlers.

**Benefits**:

- 5 weeks holidays plus Bank Holidays.
- Company pension.
- Hybrid working after 3 months.
- Option to join company private medical policy.
- Up to £25k salary plus extensive benefits

**Responsibilities & Behavioural Competencies**
- Provide a market leading broking service, focused on providing quality customer service and positive outcomes for their clients.
- To develop a strong working relationship with our brokers, our insurers and other service providers.
- To ensure that you meet the latest compliance requirements and upcoming changes, to trade in a complaint manor, whilst ensuring compliant behaviour of your broker and escalating to the compliance department where appropriate.
- To trade with insurers to obtain best possible terms for our end customers
- Understand our brokers and end customer’s needs and the challenges they face
- Ensure you have the appropriate knowledge for your role by working with your Team Leader to create a development plan. This will include processes and procedures, compliance, product and market knowledges, IT and soft skills.
- To meet KPIs and objectives set out by the Team Leader.
- To take a proactive approach to problem solving.
- To take pride and ownership of your job.
- To add value to our customers at every interaction
- To deal with problems constructively, looking to solve the root cause of day to day issues faced, engaging with the Team Leaders and management.
- Support the Team Leader, undertaking tasks delegated where required.
- To support the business placement strategy laid out by the Insurer Relationship & Placement Manager
- Follow processes and procedures laid out by the Operations Manager, as well as working with them to develop and improve.
- To seek efficiencies across the business
- Adhere to the Broking Team Standards.
- Support other broking teams when required.
- To understand the roles of other team members in all teams of the business, understanding the impact you have on each other.
- Understand the culture of being an Employee Owner, the personal stake in the company’s performance and how to contribute to it’s success

**Key Challenges**
- Building and maintaining a working relationship with colleagues and brokers.
- Understand our brokers and end customer’s needs and the challenges they face.
- To ensure that you understand the latest compliance requirements and upcoming changes.
- Gaining an understanding of the insurance market.
- Learning new processes and procedures.
- Adhering to Broking Team standards.
- Understand the culture of being an Employee Owner, the personal stake in the company’s performance and how to contribute to its success.

**Knowledge, Skills and Experience Required**
- The individual should have several years’ experience working in an insurance broking capacity.
- A strong business sense is required to follow board & Management objectives, and to be able to understand and empathise with the challenges faced by our Brokers in their running their own business.
- GCSE or equivalent education is required, with A Level, degree level education and qualifications being preferable.
- General business understanding but with the will to learn and develop.
- Good communication skills.
- High attention to detail.
- Organised and methodical.

**Outcomes**
- Broker feedback
- Number of customer & client complaints
- Pro-active phone call activity
- Average number of days for renewal terms being no lower than 21 days before renewal
- All broker requests should be actioned within 48 hours.
- Renewal retention
- Training and Development plan in place and monitored to ensure competency.
- Consistently follow processes and procedures.
- Clear and concise delivery of tasks set by Team Leader.
- Resolving Account queries within 48 hours
- Cross selling opportunities of processes undertaking.
- Use of broking systems and consistency of processes undertaken
- Training and competency competency levels - compliance, product and market knowledges, broking systems, IT.

IND1

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company events
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Manchester, Greater Manchester: reliably commute or plan to relocate before starting work (required)

**Experience**:

- personal lines insurance: 2 years (required)

Work Location: Hybrid remote in Manchester, Greater Manchester

Reference ID: G4645

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