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Insurance - personal lines account handler

Bury
Apollo Insurance Brokers
Personal lines account handler
£45,000 - £55,000 a year
Posted: 1 October
Offer description

Company Description

Established in 1967, Apollo Insurance Brokers is a professional firm of insurance brokers with offices in Bury, Heywood and Stockport. We provide sound, impartial advice to clients in the North West and the wider UK, catering to clients of all sizes and in various industry sectors. We are an ambitious firm with big growth targets for 2025 and beyond.

Role Description

This is a full-time office based role role for a Personal Lines Account Handler. You will be responsible for a portfolio of personal lines clients, which also includes mid net worth, high net worth and VIP customers. You will manage renewals, provide new business quotes, handle MTA's and provide an excellent overall customer service dealing with the usual insurance brokerage tasks on a day-to-day basis.

The role is predominantly based out of our Heywood office, but you may also be asked to provide cover at our Head Office in Bury. The two offices are located approx 3 miles apart.

Essential Requirements

* A minimum of 5 years personal lines insurance broking experience in a similar role.
* Recent experience of the Acturis CRM application. We use Acturis across all our sites.
* Renewals and Account Management skills
* Customer Service proficiency
* In depth knowledge of the various types of personal lines insurance, including but not limited to car, van, home, travel.
* Strong attention to detail and accuracy
* Excellent communication and interpersonal skills
* Ability to analyse and assess client needs

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