Personal Lines - Account Handler

Personal Lines Advisor

Belfast | Competitive Salary + Benefits

An established and growing insurance brokerage is seeking a Personal Lines Advisor to join their high-performing team. This is an opportunity to work in a client-focused environment where relationship-building, expertise, and service quality are genuinely valued.

If you enjoy working with people, solving problems, and delivering tailored insurance solutions, this role offers both stability and long-term progression.

The Opportunity

You will manage and develop a portfolio of personal lines clients, providing expert guidance across products including motor, home, and travel insurance. This is a varied role combining advisory, servicing, and commercial responsibility.

You will play a key role in ensuring clients receive the right level of cover while also contributing to business growth through retention and new business activity.

Key Responsibilities

• Manage inbound and outbound client interactions across personal lines products
• Provide tailored advice and recommend appropriate insurance solutions
• Handle new business, renewals, and mid-term adjustments efficiently
• Maintain accurate and compliant policy documentation
• Identify opportunities to cross-sell and enhance client coverage
• Build and maintain strong relationships with clients and insurer partners
• Ensure full compliance with regulatory requirements and internal processes
• Contribute to team targets across retention, growth, and service delivery
• Resolve client queries professionally and efficiently

What We're Looking For

Essential:

• Previous experience within personal lines insurance
• Strong communication and client relationship skills
• Ability to work in a fast-paced, target-driven environment
• High attention to detail and organisational ability
• Solid IT skills and adaptability to new systems
• Understanding of regulatory/compliance standards

Desirable:

• Experience within an insurance broker environment
• Exposure to Open GI systems
• Cert CII qualification (or working towards)
• Strong sales and negotiation capability

What's on Offer

• Competitive salary and benefits package
• Structured training and ongoing professional development
• Support towards industry qualifications
• Clear progression opportunities within a growing business
• Supportive and collaborative team environment