Account Handler - Personal Lines

Everywhen; Boston; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance company in the UK seeks an Account Handler to manage personal lines client portfolios, ensuring smooth operations and responding proactively to queries. Candidates should have a background in personal lines insurance and customer service, with strong communication skills, attention to detail, and the ability to work under pressure. This full-time role offers a rewarding environment with significant opportunities for career progression.

Benefits

Holiday entitlement of 26 days plus bank holidays

Opportunity to progress your career

Gain CII or ACII qualifications

Pensions scheme

24-hour support for physical and mental wellbeing

1 days paid volunteering day

The Spotlight Awards

Responsibilities

• Ensure the smooth running of assigned portfolio on a day-to-day basis.
• Achieve agreed retention rates.
• Achieve cross selling and referral targets.
• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels.
• Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources.
• Independently respond to queries from both clients and insurers in a proactive manner.
• Resolve any identified discrepancies in provider documentation before sending to clients.
• Maintain client records and data in line with our systems and protocols.
• Provide a proactive professional telephone handling service for both internal & external contracts.

Skills

Excellent communication and interpersonal skills

Proactive attitude

Excellent organisational skills

Ability to work under pressure

Effective teamworking skills

Influencing and negotiation skills

Oral and written communication skills

Willingness to learn

Resilience

Education

Background in Personal Lines Insurance - Either at an Insurer or Broker

Background in Customer Service/Sales

Job description

Overview

Recruitment Consultant at The Ardonagh Group

The role of the Account Handler is to provide office-based support in the day-to-day running of the personal lines client portfolio, including setting up all appropriate actions from new business quotes and sales, mid-term adjustments and renewals. The Account Handler is the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.

Responsibilities

• Ensure the smooth running of assigned portfolio on a day-to-day basis
• Achieve agreed retention rates
• Achieve cross selling and referral targets
• Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
• Be the first point of contact for day-to-day enquiries from clients, providers and other internal and external sources
• Independently respond to queries from both clients and insurers in a pro-active manner
• Resolve any identified discrepancies in provider documentation before sending to clients
• Maintain client records and data in line with our systems and protocols
• Provide a proactive professional telephone handling service for both internal & external contracts, including clients, providers and colleagues

Essential Criteria – Must Be Clearly Demonstrated On CV

• Background in Personal Lines Insurance - Either at an Insurer or Broker
• Background in Customer Service/Sales

Also Essential

• Excellent communication and interpersonal skills
• Proactive attitude, with the ability to use initiative
• Excellent organisational skills
• The ability to work under pressure and assimilate large quantities of information quickly, while maintaining attention to detail
• Effective teamworking skills
• Influencing and negotiation skills
• Oral and written communication skills
• Willingness to learn
• Resilience, to enable you to deal with problems and constructive criticism

Benefits

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain CII or ACII qualifications to boost your knowledge and career prospects
• Pensions scheme for when you feel it’s time to retire
• 24-hour support for physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other, Information Technology, and Management

Industries

• Insurance