Personal Lines Account Handler
Salary £25,000pa + OTE £31Kpa

Private Client Insurance Executive

Ref: 3834| Posted: 26th Apr 2022






We are looking to recruit a private client insurance executive who will offer tailored advice based on the needs of specialist clients to ensure the most appropriate personal lines cover is sourced. You will present the new quotation for Home, Motor, Buy-to Let and non-standard insurance via inbound and outbound calls.

Responsibilities include

  • Providing a high level of service from initial fact find to recommendation to inception of the policy and offer a personal service to specialist clients making the process of purchasing a product easy, efficient and cost effective where possible whilst ensuring we are brilliant to do business with.
  • You will re-broke insurance quotations for clients with specific requirements who are already customers within our Private Client portfolio to ensure they have value for money as well as a quality product.
  • Provide in-house underwriting on specialist non-standard risks to provide solutions for customer who have specific needs.
  • Provide tailored advice on all Private Client products for existing clients at either renewal or mid-term.
  • Respond to client concerns promptly in an effective and professional manner and be brilliant to do business with.
  • Provide client support during claims, if the client is experiencing any difficulty with the insurance provider, we have placed them with, we manage the expectations of the client in a potentially difficult circumstance.
  • Take great care in results to achieve objectives consistently and compliantly ensuring best outcomes for customers and treating them fairly and build and continue to build sound professional relationships with clients.
  • Maintains excellent business relationship with underwriters.
  • Be responsible for cross selling related products and generating new cross sell leads.
  • Uses broking skills to full potential incorporating the use of the Product Referral Guides

What we’re looking for:

  • Proven track record in a Private Client both sales and existing business.
  • Understanding and delivering an advice-based service.
  • Display a positive and motivated outlook.
  • Navigate around multiple software to manage/analyse data and information.
  • Manage multiple tasks whilst maintaining attention to detail whilst demonstrating good written and oral communication skills.
  • Performs well under pressure and reacts to changing workloads.
  • Target and results focused with the ability to overcome objections.
  • Proven sales and service skills in a Private Client portfolio role.
  • Ability to work in a team-based environment whilst also being able to work well independently.
  • Excellent internal and external sales/customer service skills.
  • Good attention to detail, accuracy, organised and flexible approach to work.
  • Mid-high net insurance/Non-Standard sales/existing business experience.
  • Resilient and flexible
  • Can instigate change and new ideas
  • Demonstrate to have an ability to work across the Microsoft office platforms.
  • Educated to GCSE standard or equivalent
  • IFC or equivalent

 What you’ll get:

  • An annual salary of circa £25,000
  • Quarterly bonus OTE £31Kpa
  • 25 days holiday plus bank holidays (rising to 28 days with service anniversaries).
  • Buy extra holiday days or sell holiday you don’t need.
  • A great pension scheme – company matched plus 2% (up to 10%).
  • Life assurance – worth four times your base pay
  • Flexible working – keep a healthy work-life balance with days from home and in the office
  • Personal development – we offer great training programmes and support you with external, professional qualifications.
  • Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme and medical cover.
  • Discounts – across major brands in retail, health, wellbeing and leisure.
  • Health checks – access to unlimited video GP consultations 7 days a week and 500 onsite appointments each year (Birmingham and London clinics)
  • Volunteering days – two days a year off work to volunteer for a worthy cause
  • Free financial advice 
  • Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)
  • Employee assistance programme

Please apply to the role by submitting your most up to date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.