Personal Lines Account Handler, Bournemouth

Job Summary

Location: Bournemouth

Hours: 8.30am-5pm Monday to Friday, 1 hour lunch, hybrid working (4 days in the office, 1 day at home - Wednesday), 25 days holiday, pension (auto enrolment employer 6%, employee 2%), optional cash plan and flexed holiday (can buy up to another 5 days per year), paid for parking, great social team environment

Aspire Jobs is delighted to be working exclusively with our client at their office in Bournemouth. They are a well-established company with a great reputation, continuing to grow.

Ideally, you will have experience in personal lines in either home or motor insurance. However, our client will also consider a trainee with a willingness to learn and a desire to build a career within insurance.

As a Personal Lines Insurance Account Handler, you will develop and maintain a portfolio of clients, fostering long-term relationships through client contact, and managing new business, renewals, and adjustments, including preparing presentations.

Job Description

The role involves Sales, Customer Service, and Account Management, with responsibilities including:

• Achieving individual sales targets through new business acquisition and renewals, self-monitoring activity to maximise all opportunities.
• Maintaining high customer service levels to ensure client satisfaction.
• Meeting clients' insurance and risk management needs to their satisfaction and that of the team.
• Sending full presentations to the market and actively managing them to secure the best premium and coverage for clients.
• Informing clients promptly of all matters related to their insurance, in line with FCA guidelines, and presenting recommendations clearly.
• Following established administration processes to produce and distribute accurate documentation.
• Documenting all instructions and conversations with clients accurately on manual and IT systems, keeping client files up to date.
• Processing all renewals within FCA guidelines.