Personal Lines Advisor

Job Title: Personal Lines / Customer Service Advisor

Full/Part Time: Full Time

Salary Circa: £25,000

Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW

Overview

A new position is being created for a Personal Lines to focus on:

• Acting as a Customer Adviser on specific nominated accounts and supporting other members of the division on accounts as appropriate.
• Managing a range of customer enquiries via telephone, email, and post while providing excellent customer service.
• Developing the account through existing client contacts and contributing to maximising growth through converting new business enquiries, cross-selling, and upselling relevant ancillary products.
• Sharing responsibility for the achievement of the business plan and budget of the Division.
• Ensuring compliance with the Company’s systems and procedures regarding service standards, documentation quality, credit control, and support of key insurance markets.
• Checking policy documents for accuracy and breadth of cover.
• Providing assistance to the Claims department with any relevant claims.
• Updating client records with accurate information received from insurers, including new business, adjustments, and renewals.
• Transferring copies and documents into the client electronic file.
• Promoting and supporting the Division both internally and externally to clients, the insurance market, and other third parties.

The Role

• Playing a major role in ensuring first-class service to clients, projecting the organisation as a quality company.
• Answering calls from customers, replying to email requests or queries, and completing renewals and new business quotes.
• Having designated responsibility for the existing client base, including retention.
• Developing the account through existing client contacts by contributing to the division’s growth through converting new business enquiries, cross-selling, and upselling relevant ancillary products.
• Dealing with enquiries as appropriate to experience and expertise with designated broking and placing as suitable within available markets.
• Building relationships with clients by managing day-to-day queries accurately and efficiently, via telephone or written correspondence.
• Administering new business, MTA’s, and renewals.
• Maintaining good credit control within your client portfolio.
• Ensuring advice given meets clients’ requirements in all cases, with recommendations and reasons documented.
• Conducting fair analysis of the market with all potentially suitable products considered.

Personal Attributes and Skills Sought

• Organised
• Self-motivated
• Ability to multitask
• Excellent interpersonal and communication skills
• Good technical knowledge in specific areas needed, e.g., Motor, Home, Travel

The successful candidate will be part of a busy, successful team and will need to be highly motivated and efficient. A commitment and willingness to work towards a minimum qualification of Cert CII is required.

For extra information please contact: 0203 411 8430