Household Account Handler Job at Lawes Consulting Group (Kent)

Job Description

Lawes Consulting are working with an independent insurance brokerage who are looking for a dedicated and professional Household Account Handler to join their Personal Lines – Household department. This client-facing role is pivotal in servicing and managing both existing and new insurance policies for a diverse range of clients. The successful candidate will handle various policy types, including High Net Worth, private home (contents and buildings), boats, pets, holiday homes, and personal accident insurance.

Job Responsibility

Engage with clients, guiding them through the sales process with professionalism and expertise
Research and provide accurate and competitive new quotations tailored to client needs
Proactively reconnect with former clients and previous enquirers to offer renewal quotations
Manage the renewal book for existing clients, ensuring timely and efficient policy renewals
Process renewals and arrange payment, including facilitating finance schemes where required
Maintain a well-organised and up-to-date diary system to track client interactions and deadlines
Perform additional duties as requested by the Line Manager, aligned with the nature of this position
Communicate effectively with clients to understand their insurance needs and provide tailored solutions
Collaborate with internal teams to ensure seamless policy management and client satisfaction
Stay informed about industry trends, regulatory requirements, and company policies to maintain compliance and deliver exceptional service
Utilise Microsoft Office tools to manage documentation, quotations, and client records efficiently

Requirements

Previous experience in an insurance broking or client-facing role is highly desirable
Familiarity with handling High Net Worth and personal insurance policies is advantageous
Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial (training will be provided)
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Strong understanding of insurance broking principles and practices
Excellent communication and interpersonal skills to build and maintain client relationships
Highly organised with the ability to manage multiple tasks and deadlines effectively
Attention to detail and a proactive approach to problem-solving

Nice to have

Familiarity with handling High Net Worth and personal insurance policies
Knowledge of FCA protocols, GDPR, and the Data Protection Act

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Household Account Handler

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