Personal Lines Account Handler - Cambridge, United Kingdom - One Broker

One Broker
One Broker
Verified Company
Cambridge, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Personal Lines Account Handler

Reports to:
Personal Lines Scheme Manager


Working Hours:
Full Time - working Monday to Friday 9am to 5pm with 1-hour unpaid for lunch.

Initially working full time in the office, a blend of office and home working will be available in line with the company smart working Policy on completion of probation.

We are looking for a Personal Lines Account Handler to join our expanding team in Cambridge.


Key Responsibilities

  • Providing a comprehensive customer service to meet the insurance needs of our clients, providing support to the personal lines team.
  • Checking new policy documentation for accuracy and forwarding to clients or liaising with insurers
  • Negotiating and inviting renewal of allocated client's policies
  • Ensuring all Client records reflect the current risk on cover at alltime including accuracy of sums insured, perils, excesses, extensions and exclusions.
  • Provide administration support as and when required in obtaining new business quotations and arranging cover.
  • Processing midterm adjustments and MID updates as required.
  • Processing quotes within SLA timescales
  • Dealing with clients' day to day enquiries, responding promptly and managing expectations.
  • Referring to relevant Managers, Account handlers and Directors over any technical queries.
  • Providing support to team members to ensure client needs are met, particularly during peak periods or in times of holiday /absence.
  • Maintaining effective diary / activity / task system
  • Attain cross sell / upsell on policies
  • Ensuring cover notes / green cards are issued where appropriate
  • Collating meeting notes, documenting and completing actions as required
  • Liaising with Claims department over claims queries / reports
  • Creating all invoices and relevant credit notes for New Business, Renewals, Mid-Term Adjustments etc in line with the Broking Manual / Company Procedures

Requirements:


  • At least 2 years' insurance experience
  • Excellent communication and organisational skills
  • Good IT skills are essential

Schedule:

  • Monday to Friday

Experience:


  • Insurance: 2 years (preferred)

Licence/Certification:

  • Driving Licence (preferred)

Work Location:
Hybrid remote in Cambridge, CB24 6AP
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