Personal Lines Advisor

Lawes Insurance Recruitment; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance broker in Buckinghamshire is seeking a Personal Lines Advisor to manage customer enquiries and ensure excellent service. The ideal candidate will have experience with home and motor insurance and a commitment to pursue Cert CII. Responsibilities include advising on accounts, handling queries, and maintaining client records. This role requires strong organisational skills and a sales-oriented mindset.

Qualifications

• Experience working with home and motor insurance policies.
• Must be part of a busy team, highly motivated and efficient.

Responsibilities

• Act as a Customer Adviser on specific accounts.
• Manage customer enquiries via telephone, email and post.
• Develop accounts through existing client contacts.
• Provide assistance to the Claims department.
• Maintain accurate client records.
• Ensure first-class service to clients.

Skills

Highly motivated and efficient

Ability to handle a variety of communication channels

Strong organisational skills

Sales-oriented mindset

Willingness to pursue professional qualifications (Cert CII)

Education

Cert CII qualification

Job description

Purpose of Role

We are currently working with a leading insurance broker who due to growth have an opportunity for a Personal Lines Advisor to join their office in Buckinghamshire. The ideal candidate must have experience working with home and motor insurance policies.

Responsibilities

• To act as a Customer Adviser on specific nominated accounts and to support other members of the division on accounts as and when appropriate
• To manage a range of customer enquiries via telephone, email and post always providing excellent customer service
• To develop the account through existing client contacts and contribute to maximising growth through Converting new business enquiries, Cross sale and up sale of relevant ancillary products
• Provide assistance to the Claims department with any relevant claims
• Updating our client records with accurate information received from insurers including new business, adjustments and renewals
• Transfer of copy and documents into the client electronic file
• Maintain good credit control within your client portfolio
• Advice given meets clients’ requirements in all cases and recommendations and reasons documented in all case

Experience

• 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

Day-to-Day

• Play a major role in ensuring we give a first-class service to our clients projecting the organisation as a quality company
• To answer calls from customers, reply to email request or queries as well as completing renewals and new business quotes
• Converting new business enquiries, Cross sale and up sale of relevant ancillary products
• Administration of new business, mta’s and renewals

Skills

• Highly motivated and efficient
• Ability to handle a variety of communication channels (telephone, email, post)
• Strong organisational skills for managing and updating client records
• Sales-oriented mindset for upselling and cross-selling products
• Willingness to pursue professional qualifications (Cert CII)

If you have the relevant experience or know someone that does please contact me now on 07458162 853 or email us at [e-mail]