Insurance job offers in Wimborne

Personal Lines Account Handler

Our client is recruiting for a Personal Lines Account Handler who has experience (as in selling) in Motor (high net worth), Home and some Travel insurance ideally from a brokerage environment. The chosen candidate will need to be enthusiastic and able to work on their own rather than off scripts. You also need to have your own car as well as a valid driving licence. The Account Handler will look after a portfolio of clients, selling motor and home insurance policies, inviting renewals each year and dealing with any mid term adjustments throughout the year. You will look after your client from beginning to end. There will be an element of new business and cross selling. You will work towards targets and there is a bonus scheme in place which is uncapped on income over target. Job Summary: To develop and maintain a portfolio of clients that encourages long term relationships, encompassing new business, renewals and adjustments, through client contact, and the preparation of presentations and the maintenance of manual and IT-based office systems. Job Content: SALES: To realise individual sales targets through the achievement of new business and renewal figures, monitoring individual sales activity to ensure all avenues are maximised; To track and monitor progress of activity monitoring conversion rates for leads, appointments, quote and sales activity; To adhere and support new and existing sales incentives across the company, i.e. Cross selling, networking and referrals. CUSTOMER SERVICES: To ensure that customer service levels are implemented and maintained to a high level ensuring that team achieve results whereby at least 90% of clients are satisfied with the level of service provided; To ensure that there are no more than 1% complaints per month for the department; To ensure that all complaints are dealt with within 1 working day in accordance with FSA requirements. ACCOUNT MANAGEMENT: Ensure that all clients are appropriately informed of all matters relating to their insurance in a timely manner and in accordance with FSA guidelines; Accurately document all instructions/conversations with clients on manual and IT based systems, ensuring client files are kept up to date; To encourage long term relationships with clients ensuring that a minimum renewal retention rate of 90% is obtained; Ensure that all Mid Term adjustments are actioned in a timely manner. PERSONAL DEVELOPMENT: To develop and maintain an appropriate knowledge of the market; To be working towards or achieved the Certificate in Insurance. Hours: Full Time (8:30 - 5pm) Salary: £18K - £22K DOE Holidays: 22 days + bank holidays Free on site car park Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital or civil partnership status, pregnancy or maternity, age, disability, race, colour, ethnic or national origin, religion and beliefs, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Wimborne
Salary: £18000 - £22000 per annum