Personal Lines Advisor

Lawes Insurance Recruitment; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a leading insurance broker as a Personal Lines/Customer Service Advisor in Buckinghamshire. This role is perfect for a motivated individual with experience in home and motor insurance policies. You will provide exceptional customer service, manage client accounts, and contribute to business growth through upselling and cross-selling. This dynamic team values efficiency and a commitment to excellence, offering a supportive environment where you can pursue professional qualifications. If you're passionate about delivering first-class service and eager to grow your career in the insurance sector, this opportunity is for you.

Qualifications

• Experience in home and motor insurance policies.
• Willingness to work towards Cert CII qualification.

Responsibilities

• Manage customer enquiries via phone, email, and post.
• Convert new business enquiries and upsell products.
• Assist the Claims department with relevant claims.

Skills

Customer Service

Sales Skills

Organizational Skills

Communication Skills

Motivation

Education

Cert CII

Job description

Job title: Personal Lines / Customer Service Advisor

Location: Buckinghamshire

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

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]