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Personal Lines / SME Handler

£28,000 - £30,000

Yeovil, UK

Salary

Location

Full Time

Job Type

Permanent

Workplace

Job Description

Personal Lines / SME Account Handler

Location:

Yeovil, UK (On-site)


Package:

£30k + Benefits


My client is looking to add to their small friendly and community orientated team in Yeovil, UK with a Personal Lines / SME Account Handler who’ll be able to learn the ins and outs of how a brokerage runs rather than just dealing with case after case.


You’ll be dealing with an established Personal Lines portfolio on an end to end basis and working with the Branch Director and Commercial Account Executive on SME cases whilst assisting with the day to day back-office pieces at the same time.


This is an opportunity to get to learn how things actually work across multiple area’s and will provide some wonderful development opportunities for the right person and at the same time it’s highly likely you’ll be able to get away from commuting into the surrounding towns and cities and gain a proper work/life balance.


On a day-to-day basis you’ll be:
  • Assisting clients with renewals, mid-term adjustments, documentation queries and quotations for additional products

  • Building strong relationships with clients and insurers to maximise retention levels

  • Ensuring documentation and systems are accurate

  • Working in a compliant and timely manner on all cases.

  • Assisting clients with new quotations


What’s on offer:
  • An environment that truly has a family feel to it, with the brokerage sitting at the heart of the community.

  • A negotiable starting salary with regular 1-2-1’s coupled with the standard benefits package (25 days holiday, + Bank holidays, Pension, DIS, Flex Benefits, company share save scheme) and a culture built around developing its staff

  • Full support for professional qualifications


Job Types:

Full-time, Permanent


Salary:

£28,000.00-£30,000.00 per year


Benefits:
  • Company pension

  • Private dental insurance

  • Private medical insurance


Schedule:
  • Monday to Friday

  • No weekends


Ability to commute/relocate:
  • Yeovil, UK: reliably commute or plan to relocate before starting work (required)


Work Location: In person


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