Accounts Handler - Personal Lines

Salary: £25,000 - £35,000

Embark on a rewarding career as an Accounts Handler in Personal Lines, where your expertise will be pivotal in delivering top-notch insurance solutions to clients. This role offers an enriching environment that values professional growth, collaboration, and exceptional service.

Why This Role Stands Out:

- Career Advancement: Engage in continuous professional development and training to stay ahead in the insurance industry.

- Collaborative Environment: Work alongside a team of skilled professionals, fostering a supportive and dynamic workplace.

- Client Impact: Play a crucial role in ensuring clients’ insurance needs are met with precision and care, enhancing their overall experience.

Role Overview:

As an Accounts Handler, you will be at the forefront of client interactions, ensuring their insurance policies are managed with the utmost accuracy and efficiency. Your role will involve close collaboration with clients, underwriters, and team members to deliver tailored insurance solutions.

Key Responsibilities:

- Client Relationship Management: Build and maintain robust client relationships, acting as the primary contact for inquiries and requests. Provide bespoke advice and solutions to meet clients' insurance needs.

- Policy Management: Assist with policy enquiries, changes, and renewals. Ensure all documentation is accurate and up-to-date. Negotiate with underwriters to secure optimal coverage terms.

- Risk Assessment and Analysis: Evaluate clients' risk profiles to identify coverage gaps and improvements. Stay informed about industry trends and regulatory changes.

- Policy Compliance: Ensure compliance with industry regulations and contractual obligations. Keep clients informed about regulatory changes and their implications.

- Documentation and Reporting: Maintain organised electronic client files. Prepare and deliver regular reports on insurance portfolios.

- New Business Development: Identify and pursue opportunities for upselling and cross-selling insurance products. Support business growth initiatives.

- Insurance Knowledge and Training: Stay updated on insurance products and industry best practices. Participate in ongoing training.

- Customer Service Excellence: Provide exceptional service, addressing client enquiries and concerns promptly. Ensure client satisfaction and retention.

- Quality Assurance: Conduct quality checks on documentation to minimise errors. Implement continuous improvement measures.

Skills and Experience Required:

- Strong knowledge of insurance products, underwriting principles, and industry regulations.

- Exceptional communication and interpersonal skills.

- Attention to detail and accuracy in policy management and documentation.

- Strong problem-solving and analytical abilities.

- Ability to work effectively in a team and collaborate with various stakeholders.

- Proficiency in Acturis insurance software and Microsoft Office Suite.

- Commitment to ethical business practices and compliance with industry standards.

This role is ideal for individuals who are passionate about delivering exceptional service and have a keen eye for detail. If you are ready to take your career to the next level and make a significant impact, this position offers a fulfilling path forward.