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PERSONAL LINES MOTOR INSURANCE ACCOUNT HANDLER

Newport

Job Reference ST6376
Location Newport
Salary / Hourly Rate £18,000 per annum
Sector Insurance
Job Type Permanent
Details Full Time
Date Posted 3 Dec 2018

Job Description

Personal Lines Motor Insurance Account Handler
Permanent, full-time
Monday to Friday, 9am – 5.30pm, with 1 in 3 Saturdays 9am – 1pm.
£18,000pa (increasing to £19500pa after successful completion of 6 month probation)
20 days annual leave, plus BH

A personal and commercial insurance brokers, our client is looking for an experienced
motor insurance candidate to provide a first class service and support to Personal Lines clients. The
role will also ensure conversion of new business, service of existing accounts and retention of
renewals to achieve company income targets in accordance with company procedures and regulatory
requirements. Experience in home, travel and/or breakdown insurance would be advantageous but
motor insurance experience is essential. Experience of OPEN GI is desirable.

Duties and responsibilities:
• Service of existing accounts with retention of renewals to achieve company income targets in accordance with Company procedures and regulatory requirements. Issued levels of personal authority and responsibility recorded in this job file will apply.
• Deliver personal and team sales targets
• Identify and convert sales and cross sales opportunities
• Provide quotations and ensure conversion of new business and create system records
• Provide professional and accurate customer service
• Ensure that all system records are up to date and accurate following all client contact. Check all insurance documentation is correct
• Manage the departmental diary system
• Resolve queries and issues raised with all customers
• Capture data accurately

Privacy Notice
St David Recruitment Services is an Employment Agency providing work-finding services to our clients, candidates and work-seekers. Our Company must process personal data so that we can provide these services and in doing so, the Company acts as a Data Controller.
As a candidate, you may provide personal details to our Company directly in CV form or via our website. Alternatively, we may collect them from another source such as a third party jobs board. As a business, we must have a legal basis for processing personal data and in turn providing work-finding services. In the event that you are a candidate who has formally registered with St David Recruitment Services, please be advised that personal data is processed on the legal basis of ‘Contractual Obligation;’ the processing is necessary for the performance of a contract. In all other instances, where we receive personal data via direct or indirect means, either supplied by yourself or obtained via a public forum, we process data on the basis of ‘Legitimate Interest;’ processing is necessary for the purposes of our legitimate interest to provide work-finding services.
St David Recruitment Services will only share personal data with clients who have authorised us to source prospective candidates for permanent or temporary employment. Specific company names will be disclosed in advance of any data being shared.
As a business, we will retain personal data only for as long as is necessary, on a secure CRM system. The Conduct of Employment Agencies and Employment Businesses Regulations 2003, require us to keep work-seeker records for at least one year from the date of their creation or after the date on which we last provide work-finding services. Where applicable, we must also keep payroll records, holiday pay, sick pay and pensions auto-enrolment records for as long as is legally required by HMRC and associated national minimum wage, social security and tax legislation.
As an individual, you have several rights in respect to the processing of your personal data, all of which can be reviewed on our website. This includes the right to withdraw consent at any time by contacting the Recruitment Consultant with whom you initiated contact, or any other employee at St David Recruitment Services.
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