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Personal lines account handler

Stafford
Nowell & Richards Insurance Services Ltd
Personal lines account handler
Posted: 4 September
Offer description

Group Recruitment Partner - Hiring top talent for one of the UK’s leading Insurance Brokers

Nowell & Richards provide tailored insurance solutions for high-net-worth individuals so they can relax safe in the knowledge that their assets are appropriately insured. Established in 1976, Nowell & Richards are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £350m of Gross Written Premium into the market annually.

Nowell & Richards have a range of specific insurance solutions to support a wide variety of exclusive private clients including successful corporate leaders, entrepreneurs, high-profile individuals and professional sportspersons. We analyse the market as independent brokers and use our extensive expertise to tailor the most appropriate insurance programme for their personal and corporate needs.


About the role

Due to continued growth and expansion, Nowell & Richards are seeking to appoint an entry level Personal Lines Account Handler. You will be responsible for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance. Our Account Handlers ensure that a quality service is provided to all clients in accordance with their needs and requirements. This is a role where full training will be provided, professional studies will be supported, and you will have a tailored pathway to learn all about insurance broking in the personal lines space (home, motor, travel etc) and then have the opportunity to progress into other lines such as High Net Worth / Private Clients.


Key duties

* Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role
* Managing existing Personal Lines insurance policies
* Completing premium financing arrangements
* Advising clients on existing products in accordance with their needs
* Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices.
* Handle any complaints in accordance with regulation, the Company’s Conduct Policy.
* Take part in tailored learning, training and assessment courses and identify further areas for own development as required.
* Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
* Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
* Secure additional cross sell revenue opportunities from other classes of insurance not arranged by N&R i.e. HNW
* Promote and increase the use of in-house premium finance, from insurer schemes.


What we’re looking for

Our Account Handlers are vital in ensuring that Nowell & Richards clients have a professional and compliant experience. To be successful in the role, you must have the following skills.

* Previous experience gained from working in an office / customer service / sales environment
* A basic understanding and interest in the insurance industry
* Experience of working to high standards and compliance
* Strong administration skills, coupled with a very keen eye for detail
* Ability to prioritise and organise own workload to ensure deadlines are met
* Numerical accuracy
* Exemplary communication skills, in person, on the phone and via email
* Strong time management skills, with the ability to meet deadlines
* IT proficiency with the use of most MS Office products


What we offer

* Competitive salary commensurate with level of experience
* Hybrid working options considered following training & probation completion
* Free parking
* Company Pension scheme
* Generous holiday entitlement & Birthday off
* Many more

Job Types: Full-time, Permanent

Pay: From £30,000.00 per year


Schedule

* Monday to Friday

Work Location: Hybrid remote in Stafford ST18 0LQ


Seniority level

* Not Applicable


Employment type

* Full-time


Job function

* Sales and Administrative


Industries

* Insurance and Insurance Agencies and Brokerages
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