Personal Lines Account Handler

Job Title – Account Handler

Contract – Permanent

Salary –  £24,000

Location – North West London  

Industry – Insurance, Personal Lines, Commercial, Home, Motor, Travel

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Job Purpose: 

To provide day-to-day servicing and administration in respect of retail home, motor and travel insurance along with some small commercial business, in a timely, technically accurate and efficient manner. Ideal opportunity for someone looking to learn commercial insurance

Duties and Responsibilities:

• To provide an efficient and courteous service to customers and potential customers at all times, and to respond promptly to instructions.
• To provide broking and administrative services to clients, confining advice and information to those areas in which you are knowledgeable and competent, otherwise seeking appropriate advice
• To manage renewal process, placing cover on best terms where appropriate.
• To ensure correct creation and maintenance of all records of business handled by you.
• To be fully conversant with the company’s procedures manual, and the requirements of the FCA and other regulatory bodies standards and rules and to fully implement and maintain procedures as stipulated.
• To carry out all duties and tasks in accordance with the rules of the FCA and other regulatory bodies.
• To abide by company rules and regulations, based on the company’s contract of employment, and any other communications from the company management
• To actively take part in all training as provided, and to take ownership of maintaining/developing skills as part of continuous professional development.
• To contribute to the overall effectiveness of the department in terms of acquisition and renewal retention.

Knowledge & Skills:

• A detailed knowledge of the standard cover/terms/conditions applying to all retail classes handled by you.
• An understanding of Microsoft Office, Email, Insight etc.
• An awareness of the market place in which you operate as it impacts on your job e.g. you should be aware of major product developments in retail insurance and how they will impact on the company. 
• An awareness, understanding and compliance of the FCA, rules and procedures, as they relate to your job.
• An understanding of small commercial policies is beneficial but not essential
• One years Home and Motor experience required