Insurance Account Manager

3 weeks ago


Norwich, Norfolk, United Kingdom One Broker Group Full time
Personal Lines Account Handler

We are seeking a skilled and detail-oriented Personal Lines Account Handler to join our team in Norwich. As a key member of our Personal Lines team, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met, and supporting the team in achieving our business objectives.

Key Responsibilities:
  • Customer Service: Provide comprehensive customer service to meet the insurance needs of our clients, responding promptly to their enquiries and managing their expectations.
  • Policy Administration: Check new policy documentation for accuracy, forward to clients or liaise with insurers, and ensure all client records reflect the current risk-on-cover at all times.
  • Renewals and Quotations: Negotiate and invite renewal of allocated clients' policies, process quotes within SLA timescales, and provide administration support in obtaining new business quotations and arranging cover.
  • Mid-Term Adjustments: Process mid-term adjustments and MID updates as required, ensuring all client records are up-to-date and accurate.
  • Team Support: Provide support to team members to ensure client needs are met, particularly during peak periods or in times of holiday/absence, and maintain an effective diary/activity/task system.
  • Cross-Sell/Up-Sell: Attain cross-sell/up-sell on policies, ensuring clients receive the best possible insurance solutions.

Requirements: To be successful in this role, you will need to have excellent communication and interpersonal skills, be able to work accurately and efficiently, and have a strong understanding of insurance products and policies.

Working Arrangements: Initially, you will work full-time in the office, with a blend of office and home working available in line with the company Smart Working Policy on completion of probation.



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