Personal Lines Account Handler

4 weeks ago

Cambridge, United Kingdom One Broker Full time

**Personal Lines Account Handler**

**Reports to**: Personal Lines Scheme Manager

**Working Hours**: Full Time - working Monday to Friday 9am to 5pm with 1-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.

We are looking for a Personal Lines Account Handler to join our expanding team in Cambridge.

**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 client’s policies
- Ensuring all Client records reflect the current risk on cover at all-time 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 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
- Liaising with Claims department over 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

**Requirements**:

- At least 2 years’ insurance experience
- Excellent communication and organisational skills
- Good IT skills are essential

Schedule:

- Monday to Friday

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Cambridge, CB24 6AP

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