Personal Lines Account Handler

Job Title: Personal Lines Account Handler

Salary: £28,000 per annum

Location: North London

PURPOSE OF ROLE

We are seeking a dedicated and motivated professional to join an established insurance broker as a Personal Lines Account Handler. This is an exciting opportunity to contribute to a forward-thinking insurance organisation, managing home and motor portfolios with precision and excellence. The ideal candidate brings a strong work ethic, commitment to delivering outstanding client service, and a passion for achieving results in the commercial insurance sector. If you are ready for a challenging and rewarding role in commercial insurance, we encourage you to apply.

RESPONSIBILITIES

• Manage and service a portfolio of Motor and Home clients, ensuring high standards of retention, renewal, and satisfaction.
• Collaborate with team members, and stakeholders to achieve organisational goals and deliver effective insurance solutions.
• Execute day-to-day account handling tasks with precision, attention to detail, and full compliance with company policies, procedures, and industry regulations (including FCA requirements).
• Identify cross-selling opportunities, risks, and areas for improvement to develop innovative client-focused solutions.
• Handle client queries, policy placements, documentation, invoicing, and claims coordination professionally and efficiently.

DAY-TO-DAY

• Engage in regular team meetings to discuss client progress, challenges, renewals, and new business opportunities.
• Manage and prioritise tasks, renewals, and mid-term adjustments to meet deadlines and deliver high-quality outcomes.
• Collaborate with colleagues, insurers, and clients to ensure alignment, effective execution of placements, and exceptional service.
• Monitor key performance indicators, client outcomes, and portfolio performance; report as required.
• Stay updated on commercial insurance market trends, products, and best practices to enhance client advice and performance.

EXPERIENCE

• Proven experience in a professional insurance setting, within personal lines account handling
• A track record of success in managing client portfolios and delivering results in a fast-paced environment.

SKILLS

• Strong communication and interpersonal skills, with confidence in client and insurer interactions.
• Ability to work independently and collaboratively as part of a team.
• Excellent organisational and time-management abilities to handle multiple priorities.
• Proficiency in relevant insurance systems/software, policy documentation, and broking tools.
• Commitment to continuous learning, professional development, and maintaining industry qualifications (e.g., working towards or holding CII qualifications desirable).

BENEFITS

• Opportunities for career growth, advancement, and progression within the organisation.
• Access to professional development programs, training, and resources (including support for qualifications).
• A supportive and inclusive work environment that values diversity, collaboration, and employee wellbeing.
• Recognition and rewards for outstanding performance and contributions.
• We are committed to fostering a workplace where employees feel valued, empowered, and inspired to reach their full potential in the insurance industry.

If you have the relevant experience or know someone who does, please contact: Glenn Youens