Personal Lines Account Handler
Core
Support clients with personal insurance needs, convert enquiries into policies, and manage renewals for businesses.
Role type
Personal Lines Account Handler
Builds
Personal insurance policies and client relationships
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Sales conversion, quote preparation, client needs assessment, policy renewal management, upselling, CRM management, regulatory compliance
Preferred skills
APA qualification, previous similar role experience, sales target achievement
Technologies
CRM systems, Microsoft Office Suite
Responsibilities
Handle inbound and outbound sales calls to convert leads into policies, Assess client needs and recommend suitable insurance products, Prepare and present quotes explaining cover details, Follow up on enquiries to improve conversion rates, Contact existing clients for policy renewals, Identify opportunities to upsell or cross-sell products, Manage lapsed or at-risk policies, Support clients with queries and complaints, Maintain accurate records of client interactions in the CRM system