Personal Lines Account Handler

• Act as a Personal Insurance Broker on specific nominated accounts
• Manage a range of customer enquiries via telephone, email and post
• Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
• Provide assistance to the claims department with any relevant claims
• Updating client records with accurate information received from insurers
• Transfer of copy and documents into the client electronic file
• Maintain good credit control within your client portfolio
• Ensure advice given meets clients' requirements and recommendations and reasons documented

• Experience gained handling private client insurance accounts
• Highly motivated and efficient
• Excellent customer service
• Ability to handle a variety of communication channels (telephone, email, post)
• Strong organisational skills for managing and updating client records
• Sales-oriented mindset for upselling and cross-selling products
• Willingness to pursue professional qualifications (Cert CII)

HNW (High Net Worth) experience