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5 months ago
Basic Salary: £18,000 to £24,000 per annum
Location: Croydon
Job type: Permanent
Contact: Candidate Services
Category: Insurance Sales Jobs
Account Handler (Personal lines)

Our clinet is a growing group of insurance advisory businesses. The business is growing rapidly through acquisitions and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market.

Position: Account Handler
Location: Morton Michel, Croydon, Surrey
Job type: Full Time, Permanent
Hours: 35 hours per week
Salary: £18,000 to £24,000 per annum

About the role:

Our client is now recruiting for an Account handler. They are looking for an individual with experience of selling and retention of personal lines (Motor and Home) Insurance products and services.

An Account Handler is expected show a commitment to excellent customer service and account development. You will be expected to demonstrate a technical skill set and the desire to acquire new skills. You will also be a team player and be able to maintain excellent client relationships, whilst executing administrative duties in accordance with Morton Michel’s policies and procedures.


- To deal with day to day administration on the personal lines account, including new business, mid-term adjustments, renewals and claims and processing enquiries via the website and by e-mail.
- To provide quotations verbally and in writing. To deal with technical queries both verbally and in writing. To develop and maintain good working relationships with underwriters and clients.
- To carry out banking and postal duties as and when required. To keep updated about the household insurance market, new products and relevant legislation.
- To ensure compliance with processes and procedures as laid down by the client. To Treat Customers Fairly at all times and act in accordance with FCA requirements.
- To provide cover for other business lines within department as required. Carry out other ad hoc duties as may reasonably be required.

About you:

- Previous Insurance experience working within Personal Lines. Demonstrated ability to meet and / or exceed determined sales and activity quotas. A proven track record of strong client relationships.
- Excellent client service skills. Excellent written and verbal communication skills.
- Proficient in MS Office products (Excel, Word, MS Outlook).
- Communicating effectively; Team working; Organisation and planning skills; Quality and performance; Maintaining & developing personal and technical expertise; Commercial awareness and customer focus.

You may have experience of the following: Account Handler, Account Executive, Insurance Account Handler, Corporate Account Handler, Insurance Broker, Insurance Advisor, Account Management, Business Development, Business Development Executive, Account Management, Broker, etc.

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