Personal Lines Account Handler

  • CV Library
  • BH4, Branksome, Dorset
  • Mar 22, 2024
Permanent Location: Office

Job Description

Job Summary Location: Bournemouth Salary: £ doe – uncapped commission Hours: 8.30am-5pm Monday to Friday, 25 days holiday, pension Auto Enrolment (employer 6%, employee 2%), optional cash plan and flexed holiday, great social team environment Aspire Jobs are delighted to be working exclusively with our client at their office in Bournemouth. They are a well established company with a great reputation who are continuing to grow. This Personal Lines Account Handler role is now available due to an internal promotion. You will have experience in personal lines in either home or motor insurance. You will be an experienced Personal Lines Insurance Account Handler who has the ability to develop and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact, and the preparation of presentations. The role is split into Sales, Customer Services and Account Management and will see you:- * To realise individual sales targets through the achievement of new business and renewal figures, self monitoring individual sales activity to ensure all avenues are maximised. * To ensure that customer service levels are implemented and maintained to a high level, ensuring that your team achieves results a high % of clients being satisfied with the level of service provided. * Ensure that insurance and risk management needs are fully met to the satisfaction of clients and the team. * To ensure that full presentations are sent out to market, and are actively managed to ensure the best premium and level of cover are obtained for the needs of the client. * Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FCA guidelines, accurately presenting recommendations and options to clients. * To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients. * Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date. * Ensure that all renewals are actioned within FCA guidelines In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

There is no salary information for this role.

GrowCFO's RECOMMENDED COURSES

Optimising Processes

During this course we discuss how finance teams can map out simplify and standardize processes and apply Lean Six Sigma principles to reduce waste. We cover automation and outsourcing and how you can benefit from Optical Character Recognition Robotic Process Automation Digital Transformation and Artificial Intelligence.

For more information visit: Courses Overview

Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

For more information visit: Courses Overview

Governance and Control

The CFO plays a key board member role towards strong governance and holding others accountable for their actions. This course helps you to understand governance risk management compliance closing the books and treasury; and improve your skills for simplifying automating and shortening your financial close process.

For more information visit: Courses Overview

Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview