Household Account Handler

Job title: Household Account Handler

Salary:  £35,000

Location: Kent

PURPOSE OF ROLE 

Lawes Consulting are working with an independent insurance brokerage who are looking for a dedicated and professional Household Account Handler to join their Personal Lines – Household department. This client-facing role is pivotal in servicing and managing both existing and new insurance policies for a diverse range of clients.  The successful candidate will handle various policy types, including High Net Worth, private home (contents and buildings), boats, pets, holiday homes, and personal accident insurance.

RESPONSIBILITIES 

• Engage with clients, guiding them through the sales process with professionalism and expertise
• Research and provide accurate and competitive new quotations tailored to client needs
• Proactively reconnect with former clients and previous enquirers to offer renewal quotations
• Manage the renewal book for existing clients, ensuring timely and efficient policy renewals
• Process renewals and arrange payment, including facilitating finance schemes where required
• Maintain a well-organised and up-to-date diary system to track client interactions and deadlines
• Perform additional duties as requested by the Line Manager, aligned with the nature of this position

DAY-TO-DAY 

• Communicate effectively with clients to understand their insurance needs and provide tailored solutions
• Collaborate with internal teams to ensure seamless policy management and client satisfaction
• Stay informed about industry trends, regulatory requirements, and company policies to maintain compliance and deliver exceptional service
• Utilise Microsoft Office tools to manage documentation, quotations, and client records efficiently

EXPERIENCE 

• Previous experience in an insurance broking or client-facing role is highly desirable
• Familiarity with handling High Net Worth and personal insurance policies is advantageous
• Knowledge of FCA protocols, GDPR, and the Data Protection Act is beneficial (training will be provided)

SKILLS 

• Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
• Strong understanding of insurance broking principles and practices
• Excellent communication and interpersonal skills to build and maintain client relationships
• Highly organised with the ability to manage multiple tasks and deadlines effectively
• Attention to detail and a proactive approach to problem-solving

If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at admin@lawesgroup.co.uk