Personal Lines Account Handler
2 days ago
Fantastic opportunity for a Personal Lines Client Advisor - SAFFRON WALDEN - Well established and highly reputable Client
Fantastic opportunity for a Personal Lines Client Advisor
- REPORTS TO:Personal Lines Team Leader
- LOCATION:Saffron Hub
KEY INTERNAL RELATIONSHIPS:
Personal Lines Team Leader
Personal Lines Team Manager
Business Development
Private Clients Team
- KEY EXTERNAL RELATIONSHIPS:
Clients
Insurers
PURPOSE OF THE ROLE:
- Responsible for the effective client service within the Personal Lines team including the achievement of targets and provision of high levels of client service
- Provision of high-quality client services and supporting administration.
PERSON SPECIFICATION:
- Able to command the respect and trust of a team of people
- Able to work within a fast paced, dynamic management structure
- Highly organised with attention to detail
- Ability to consider new systems and ways of working to achieve results
- High level of integrity and confidentiality
- Exemplary focus on client service delivery
- Excellent interpersonal skills
- Able to have difficult discussions
- Openness to learning and change
- Positive attitude to personal development and training
- Highly professional attitude and work ethic
KNOWLEDGE, SKILLS & EXPERIENCE
- Sound knowledge of the Insurance market
- Sound knowledge of divisional processes and procedures and a background of effective
administration and delegation
- Strong influencing and decision-making skills
- Strong communication and relationship management skills
- Sound knowledge of Open G
KEY OUTPUTS
- Effective handling of allocated work ensuring a high level of client service is achieved
- Build and maintain effective insurer relationships
- Working towards key targets & objectives, set through regular annual & mid-term appraisals,
along with monthly check-in reviews
- Request monthly meetings with your line manager, with effective preparation prior to each
meeting
- Maintain and deliver own Personal Development Plan through regular line manager meetings
- Make effective day to day decisions. Support other team members. Use initiative and be
proactive
- Resolve or progress complaints effectively as per My Clients Insurance Services complaints
procedure manual
- Ensure compliance with all Saffron Insurance Services Policies & Procedures as required by the
FCA including TCF
- Clearly communicate a vision, provides direction and motivates others to achieve key business
goals
- Work flexibly with others to achieve team and business objectives. Take account of the needs
and contributions of those involved
- Identify and raise opportunities for practical improvements in the business area
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