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



Reporting to: Personal Lines Team Manager

Working hours: Full Time - Monday to Friday 9am to 5pm (with one 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.

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 clients' policies
  • Ensuring all client records reflect the current risk on cover at all-times, 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 mid-term 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 for 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 an effective diary / activity / task system
  • Attaining cross-sell / up-sell on policies
  • Ensuring cover notes / green cards are issued where appropriate
  • Collating meeting notes, documenting and completing actions as required
  • Liaising with the Claims department for 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
Additional Responsibilities
  • Ensuring a high level of customer service is achieved
  • Maintaining work states and entering accurate and timely information as required
  • Completing any reasonable request made of you by a Manager or Director
  • At least 2 years’ insurance experience. Previous Household Insurance experience is desirable but not essential
  • To have completed core competencies within 6 months of joining and maintain as required
  • Excellent communication and organisational skills
  • Good IT skills are essential 
  • Ideally, the successful candidate will hold the Cert CII qualification or be working towards it