Jobs

    Account Handler Personal Lines - Stockton-on-Tees, County Durham, United Kingdom - The Staffing Experts

    The Staffing Experts
    The Staffing Experts Stockton-on-Tees, County Durham, United Kingdom

    1 week ago

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    Description

    JOB RESPONSIBILITIES PERSONAL LINES HANDLER
    OUTPUT To contribute to the growth of the Personal Lines Team


    3 To conduct all business in line with the company's Practices, Policies and Standards Manual, Staff Handbook, procedures and FCA regulations.

    6 To attend training sessions.

    10 To refer any matters or issues outside of your normal responsibilities and knowledge to a senior member of staff

    11 To adopt the "in the event of absence" policy when required.

    New Business and Renewals - Personal Lines Insurances

    1 Have the ability to renew existing policies.


    3a To understand the nature of client's businesses, minimum regulatory standards, and requirements in respect of wording, excess, limit of indemnity and wherever possible exceed them.


    6 Refer any business that is being moved away from the holding market/panel to a renewals team member and a Senior Broker if new business for sign off before moving.

    9 Be able to complete administrative tasks and data entry to the company's systems.

    10 Have the ability to check and verify policies, quotes and documentation received or produced internally.


    11 Be able to understand the requirements of performance and targets required individually and by department and meet those requirements.

    14 To perform all Broker ad hoc or necessary duties as they arise.

    Working hours Monday-Friday 9-5pm
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