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Personal Lines Account Handler

Parkstone, Poole, UK

Job Type

Full Time


£20,000 - £25,000

About the Role

My client is professional, innovative - One of the UK's leading insurance intermediaries delivering the best outcomes to clients, insurers, investors and our people..

Personal Lines Account Handler - Salary £20k - £25k per annum

My client is looking for a Personal Lines Account Handler to join their team. The successful candidate will be responsible for Personal Lines Insurance


Parkstone, Poole

My client is looking to add to their small friendly and community orientated team in Parkstone, Poole, with a Personal Lines Account Handler who wants to develop.

You’ll be dealing with an established Personal Lines portfolio on an end-to-end basis and working with the Branch Manager.

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 (Holiday, Pension etc.) and a culture built around developing its staff

  • Full support for professional qualifications

Your experience:

  • You’ll have a solid grounding in Personal Lines Insurance and be looking to join a business where you can build a career

  • You’ll be able to communicate clearly and effectively with stakeholders at all levels and should be used to using Word, Excel and wider broking platforms (Open GI or Acturis in an ideal world)

  • Comfortable in dealing with customer enquiries via phone, face to face and email. We acquire and develop businesses with the velocity of a start-up with a focused, straight talking, professional and accountable leadership who put the customer first and act with integrity and pride in what we do and meet our compliance responsibilities. We expect the same from everyone we hire. With a federated group of businesses, we can offer a diversity of experience and with our overarching mission we can ensure the success of our people and business.

Job Types: 

Full-time, Permanent


£20,000.00-£25,000.00 per year


  • Company pension

  • Employee discount

  • Store discount


  • Monday to Friday

  • No weekends


  • Insurance Knowledge: Familiarity with Personal Lines Insurance products and services is essential. Candidates should have a basic understanding of different types of insurance policies, coverage options, and industry practices.

  • Customer Service Skills: Personal Lines Insurance roles involve dealing with customers on a regular basis. Excellent customer service skills are crucial for effectively assisting clients, addressing their needs, and resolving inquiries or issues. be advantageous

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