Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Personal lines account handler

South Moreton
Permanent
Personal lines account handler
£22,000 a year
Posted: 2 April
Offer description

Key Responsibilities Client Servicing & Retention Manage a portfolio of Personal Lines clients across Home, Motor, Travel, and associated products. Handle renewals, mid-term adjustments, new business enquiries, and general client queries. Provide clear, compliant advice tailored to client needs. Maintain high retention levels through proactive engagement and excellent service. Sales & Growth Convert inbound enquiries into new business opportunities. Identify cross‑sell and upsell opportunities across the personal lines suite. Confidently discuss cover options, features, and benefits to support client decision‑making. Work to agreed sales and retention targets. Technical & Compliance Accurately assess risk information and ensure correct rating and documentation. Liaise with insurers to negotiate terms and secure competitive cover. Ensure all activity is compliant with FCA regulations and internal procedures. Maintain accurate records on the broking system. Team Collaboration Work closely with colleagues to ensure smooth client journeys. Support the wider team during busy periods and contribute to a positive working environment. Skills & Experience Required Experience in a Personal Lines broking or underwriting environment. Strong sales capability with a track record of converting enquiries and retaining clients. Solid technical understanding of Home, Motor, and related personal lines products. Confident communicator. High attention to detail and accuracy in documentation. Ability to manage multiple tasks and prioritise effectively. Desirable Progress towards Cert CII (or willingness to study). Experience using Acturis or similar broking platforms. Exposure to high‑net‑worth personal lines (not essential).

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Insurance jobs in Oxfordshire
jobs Oxfordshire
jobs South Moreton
jobs England
Home > Jobs > Insurance jobs > Personal lines account handler jobs > Personal lines account handler jobs in Oxfordshire > Personal Lines Account Handler

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save