Personal Lines Account Handler, Cambridge

THIS VACANCY IS CLOSED

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

Requirements

• 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