Personal Lines Account Handler

• Manage and service a portfolio of Motor and Home clients, ensuring high standards of retention, renewal, and satisfaction
• Collaborate with team members, and stakeholders to achieve organisational goals and deliver effective insurance solutions
• Execute day-to-day account handling tasks with precision, attention to detail, and full compliance with company policies, procedures, and industry regulations (including FCA requirements)
• Identify cross-selling opportunities, risks, and areas for improvement to develop innovative client-focused solutions
• Handle client queries, policy placements, documentation, invoicing, and claims coordination professionally and efficiently
• Engage in regular team meetings to discuss client progress, challenges, renewals, and new business opportunities
• Manage and prioritise tasks, renewals, and mid-term adjustments to meet deadlines and deliver high-quality outcomes
• Collaborate with colleagues, insurers, and clients to ensure alignment, effective execution of placements, and exceptional service
• Monitor key performance indicators, client outcomes, and portfolio performance
• report as required
• Stay updated on commercial insurance market trends, products, and best practices to enhance client advice and performance

• Proven experience in a professional insurance setting, within personal lines account handling
• A track record of success in managing client portfolios and delivering results in a fast-paced environment
• Strong communication and interpersonal skills, with confidence in client and insurer interactions
• Ability to work independently and collaboratively as part of a team
• Excellent organisational and time-management abilities to handle multiple priorities
• Proficiency in relevant insurance systems/software, policy documentation, and broking tools
• Commitment to continuous learning, professional development, and maintaining industry qualifications (e.g., working towards or holding CII qualifications desirable)

Working towards or holding CII qualifications

• Opportunities for career growth, advancement, and progression within the organisation
• Access to professional development programs, training, and resources (including support for qualifications)
• A supportive and inclusive work environment that values diversity, collaboration, and employee wellbeing
• Recognition and rewards for outstanding performance and contributions