Personal Lines
£Excellent DOE

Personal Lines Client Handler

Ref: 3861| Posted: 13th May 2024

Personal Lines Client Handler – Middlesex – excellent salary package DOE

Insure Recruitment are working with an award-winning company that prides themselves on not only looking after their clients but their staff as well.

The successful candidate will be looking after a large number of existing clients, utilising delegated authority with a number of leading UK Insurers meaning we can go beyond the traditional role of a Broker by making underwriting decisions about new business, mid-term adjustments, and renewals. 

High retention rates of over 90% demonstrate the quality of our service delivery. 

Responsibilities of the Personal Lines Client Adviser

  • Handle day to day enquiries, renewal inviting, retention and policy management
  • Develop new business opportunities to achieve income and retention levels
  • Meet and develop Client’s insurance needs
  • Enhance client/ insurer relationships
  • Develop book of business through upselling and cross selling
  • Provide support to the Team Manager with reporting, high level administration and coaching & mentoring the team


  • An excellent technical understanding of Personal Lines products, ideally extensive experience in Home and Motor.
  • You’ll be comfortable working alongside your Team or under your own steam and won’t be afraid to ask questions
  • Ability to effectively communicate verbally and in writing with a wide range of people from internal colleagues to clients
  • A positive approach to learning, taking on board new concepts quickly and executing them with accuracy and diligence
  • Organisation, accuracy, and attention to detail
  • Effective, confident & considerate communication and an ability to adapt your communication style to your audience
  • Intuitive thinking and quick decision-making
  • CII Certified or be willing to progress towards this
  • Educated to a minimum A Level standard, with GCSE/ O Level passes in English Language and Maths.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply for a role unless they meet every single qualification or criteria.  At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace.  So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway.  You may be exactly what we’re looking for in this or other roles.