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Personal Lines Account Handler - Cambridge

Personal Lines Account Handler - Cambridge

Posted 16 July by The Recruiter Specialists
Easy Apply Ended

We are currently recruiting for a Personal Lines Account Handler to join a busy team within the Cambridge area.


  • To sell and cross sell a range of personal lines insurance products within company set sales targets (individual and overall branch/company target)
  • To provide the highest standards of customer care, service and client retention.
  • To give advice to customers, explain why a particular product or provider would best meet the demands and needs of the customer, and give recommendations tailored to the customers requirements.
  • To ensure best practice at all times in line current legal and regulatory requirements

Aims and Objectives:

  • Maintaining FCA compliance at all time.
  • Provision of excellent customer service.
  • Dealing with all business clients in a professional manner.
  • Providing quotations and arranging new business via computerised rating guides.
  • Effectively dealing with customers needs, e.g. handling adjustments, renewals and any other queries which may arise.
  • Maximise all sales opportunities to include cross selling and dealing with prospects efficiently and effectively.
  • Handling of customer complaints in accordance with company procedures.
  • Achievement of personal monthly targets whilst maintaining acceptable standards of work and high quality.
  • Maintain effective communication with all contacts, including insurance companies.
  • General office duties.

General Duties:

Complying with all company policies and procedures, including health and safety procedures.

Carrying out any other functions deemed necessary by the Branch Manager for the effective operation of the branch.



  • 1 years experience selling motor and/or household insurance.
  • Computer literate.


  • 1 years experience of broking motor, household and travel insurance.
  • Knowledge of Prestige products.
  • Working knowledge of the Open GI system.

Personal Attributes:

  • Ability to communicate effectively at all levels using a variety of media.
  • An effective, willing and enthusiastic team player.
  • Self motivated with the ability to act on own initiative to achieve set targets
  • Possesses the energy, enthusiasm and ability to work within a demanding environment that requires a hands-on approach

Please apply now for our clients consideration.

If you require further information, please contact Su Partridge.

Reference: 35636274

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