Job Information

Overview:

My client operates as esteemed insurance brokers and financial advisers. They have a longstanding track record of over 60 years in assisting clients in finding the necessary coverage and excel at customer service.

The Household Account Handler is a client-facing role responsible for servicing and managing existing and new insurance policies for clients and prospective clients. This includes various policy types such as High Net Worth, private home (contents and buildings), Boats, Pets, Holiday Homes, and Personal Accident.

Responsibilities:

- Engage with clients, guiding them through our sales process.

- Research and provide new quotations for clients.

- Proactively reach out to former clients and previous enquirers to offer quotations at next renewal.

- Manage the renewal book of existing clients, ensuring timely renewal of policies and processing the renewal.

- Collect payment and arrange payment where required under finance schemes.

- Maintain a well-managed diary system.

- Perform any other duties as requested by your Line Manager in accordance with the nature of this position.

Experience:

- Proficiency in Microsoft Office Products suite.

- Understanding of the principles of insurance broking.

- Familiarity with the Data Protection Act and GDPR.

- Knowledge of FCA protocols.

Training will be provided.

If you're looking for an exciting opportunity to work in the insurance industry and make a difference in clients' lives, apply now for the Household Account Handler position!

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