Personal Lines Account Handler

Posted 31 July by Hugh J Boswell Ltd Easy Apply

Job Summary

To provide technical and professional advice to clients to get them the right cover with quality insurers for their personal insurance.

Key Responsibilities

  • Administration of client’s insurance requirements on a daily basis including, general enquiries, renewals, mid-term adjustments, obtaining quotations where necessary and completing cover notes as required.
  • Deal with incoming enquiries from clients, insurers and other third parties
  • Liaise with insurers and other third parties regarding the administration of client’s insurance needs
  • Raise invoices in line with Company accounting procedures
  • Liaise with other departments within the Company
  • Provide technical and administrative support to wider business
  • Adhere to all FCA regulations and requirements

General Skills and Competencies

  • Ability to communicate clearly and effectively; face to face, over the telephone and in writing
  • Ability to build successful, mutually beneficial business relationships
  • Ability to plan and organise effectively in order to meet timescales
  • Client Focus
  • Team Work
  • Problem-solving
  • Business awareness
  • Demonstrate awareness of the Company strategy and values.
  • Compliance to the regulations and requirements set by the regulatory body e.g. FCA, demonstrating a thorough awareness of current regulatory issues.
  • Participation in learning activities to improve knowledge base
  • I.T Skills - Detailed understanding of standard software packages (Microsoft Office)

Technical Competencies

  • Understand and apply common terminology and context in standard situations and provide explanations to customers
  • Knowledge and understanding of product features, benefits, exclusions and warranties and application to tailor product offering to clients demands and needs
  • Understands concept of risk and awareness of individual level of authority
  • Understanding and application of fundamental legal and regulatory policy
  • Basic knowledge of claims principles
  • Ability to negotiate effective underwriting considerations for non-standard risks

Qualifications

  • Cert Cii an advantage, alternatively an A-level standard of education is acceptable.
  • Experience required; Minimum of 2 years in general insurance, previous experience of personal insurance an advantage.
  • Good understanding of general insurance products
  • High level of computer literacy

    Job Summary

    To provide technical and professional advice to clients to get them the right cover with quality insurers for their personal insurance.

    Key Responsibilities

    • Administration of client’s insurance requirements on a daily basis including, general enquiries, renewals, mid-term adjustments, obtaining quotations where necessary and completing cover notes as required.
    • Deal with incoming enquiries from clients, insurers and other third parties
    • Liaise with insurers and other third parties regarding the administration of client’s insurance needs
    • Raise invoices in line with Company accounting procedures
    • Liaise with other departments within the Company
    • Provide technical and administrative support to wider business
    • Adhere to all FCA regulations and requirements

    General Skills and Competencies

    • Ability to communicate clearly and effectively; face to face, over the telephone and in writing
    • Ability to build successful, mutually beneficial business relationships
    • Ability to plan and organise effectively in order to meet timescales
    • Client Focus
    • Team Work
    • Problem-solving
    • Business awareness
    • Demonstrate awareness of the Company strategy and values.
    • Compliance to the regulations and requirements set by the regulatory body e.g. FCA, demonstrating a thorough awareness of current regulatory issues.
    • Participation in learning activities to improve knowledge base
    • I.T Skills - Detailed understanding of standard software packages (Microsoft Office)

    Technical Competencies

    • Understand and apply common terminology and context in standard situations and provide explanations to customers
    • Knowledge and understanding of product features, benefits, exclusions and warranties and application to tailor product offering to clients demands and needs
    • Understands concept of risk and awareness of individual level of authority
    • Understanding and application of fundamental legal and regulatory policy
    • Basic knowledge of claims principles
    • Ability to negotiate effective underwriting considerations for non-standard risks

    Qualifications

    • Cert Cii an advantage, alternatively an A-level standard of education is acceptable.
    • Experience required; Minimum of 2 years in general insurance, previous experience of personal insurance an advantage.
    • Good understanding of general insurance products
    • High level of computer literacy

Required skills

  • Administrative
  • Awareness
  • Insurance
  • Renewals
  • Communicate Clearly

Reference: 35763741

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