Personal Lines Account Handler

An established, independent insurance brokerage based in the Bolton area is looking to appoint a Personal Lines Account Handler to join their close-knit and growing team. This is a varied, fast-paced opportunity where you will manage your own portfolio of clients, providing tailored insurance solutions across home, motor and travel policies, while building strong, long-term relationships.

Responsibilities

• Manage a portfolio of personal lines clients, delivering a high standard of service throughout the policy lifecycle.
• Handle new business enquiries, renewals, and mid-term adjustments efficiently and accurately.
• Provide advice and quotations across a range of personal lines products, ensuring clients understand their cover.
• Build and maintain strong relationships with both clients and insurers.
• Ensure all documentation and internal systems are kept accurate and up to date.
• Identify opportunities to cross-sell and up-sell additional insurance products where appropriate.
• Work in line with FCA regulations and internal procedures at all times.

Requirements

• Proven experience working within a personal lines insurance environment.
• Strong communication skills, with the ability to build rapport and explain technical information clearly.
• Excellent attention to detail and organisational skills.
• A customer-focused approach with a commitment to delivering a high level of service.
• A willingness to learn and develop within the role.
• A minimum of 5 GCSEs (or equivalent), including Maths and English.

Benefits

• Salary of £28,000 – £32,000 depending on experience.
• Generous workplace pension.
• Private medical insurance upon successful completion of probation.
• Life assurance (death in service benefit of 2x annual salary).
• Employee Assistance Programme.
• Support towards CII qualifications (if desired).
• Ongoing training and development opportunities.
• 25 days annual leave, increasing with service, plus additional time off at Christmas.
• Modern office environment with off-street parking.

This is a genuinely supportive and friendly working environment where you will be part of a collaborative team, with regular social events and a positive office culture that values development and progression.

If you are working within personal lines insurance and are looking for your next move within a stable and well-regarded brokerage, we would be keen to hear from you.

For further information please contact one of our specialist consultants and quote job reference NJR16663.