Personal Lines Account Handler

3 days ago

Norwich, United Kingdom One Broker Full time

**Personal Lines Account Handler**

**Reports to**: Personal Lines Manager

**Working Hours**: Full Time - working Monday to Friday 9am to 5pm (with one 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 an experienced personal lines account handler to join our expanding team in Norwich.

**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

**Additional Responsibilities**
- Ensuring a high level of customer service is achieved
- Maintain work states, entering accurate information timely as required
- Complete any reasonable request made of you by a Manager or Director

**Requirements**:

- At least 2 years’ insurance experience.

Previous experience of Household insurance is essential
- To have completed core competencies within 6 months of joining and maintain up to date as required
- Excellent communication and organisational skills
- Good IT skills are essential

Schedule:

- Monday to Friday

**Experience**:

- Household Insurance: 2 years (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: Hybrid remote in Norwich, NR4 6DJ

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