Personal Lines Sales Advisor

Confidential; Royal Borough of Kingston upon Thames; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Hybrid working

Bonus scheme

Training & development

CII support

Job summary

Confidential requires a Personal Lines Sales Advisor to join an established insurance team. You will handle new business enquiries and renewals, delivering tailored motor and home insurance solutions with high customer care.

The role is hybrid, with a three-week rota including one week in the office and two weeks from home. Successful candidates typically have 12 months+ insurance experience and a sales-oriented mindset.

Qualifications

• A minimum of 12 months' insurance experience, ideally within an insurance brokerage.
• Experience in personal lines insurance, particularly motor and home insurance.
• A friendly, confident and sales-oriented approach.
• Excellent communication and interpersonal skills.
• Strong administration, organisational and time management skills.
• Excellent attention to detail.
• A self-motivated, ambitious and target-driven attitude.
• Desirable: CII qualifications, or a willingness to work towards them, and experience using the CDL insurance system.

Responsibilities

• Handle inbound calls from new and existing customers regarding motor and home insurance.
• Provide quotations and identify suitable insurance solutions based on customer needs.
• Manage renewal enquiries and maximise customer retention.
• Identify opportunities to increase sales through additional products and extras.
• Build strong customer relationships and deliver excellent customer service.
• Resolve customer queries efficiently and professionally.
• Liaise with insurance providers when required.
• Maintain accurate records and ensure FCA and data protection compliance.

Skills

Insurance experience

Personal lines

Sales oriented

Communication skills

Time management

Education

CII qualifications

Tools

CDL system

Job description

Personal Lines Sales Advisor

Competitive Salary + Bonus Scheme Hybrid Working

We are currently recruiting for a Personal Lines Sales Advisor to join an established insurance team. This is an excellent opportunity for an individual with previous insurance experience, ideally gained within an insurance brokerage, who has a passion for sales, strong customer service skills and the drive to maximise earning potential.

The successful candidate will handle new business enquiries and existing customer renewals, providing tailored insurance solutions while delivering a high standard of customer care.

Key Responsibilities

• Handling inbound calls from new and existing customers regarding motor and home insurance.
• Providing quotations and identifying suitable insurance solutions based on customer needs.
• Managing renewal enquiries and maximising customer retention.
• Identifying opportunities to increase sales through appropriate additional products and optional extras.
• Building strong customer relationships and delivering excellent customer service.
• Resolving customer queries efficiently and professionally.
• Liaising with insurance providers when required.
• Maintaining accurate records and ensuring all activities comply with FCA regulations and data protection requirements.

Skills & Experience Required

• A minimum of 12 months' insurance experience, ideally within an insurance brokerage.
• Experience in personal lines insurance, particularly motor and home insurance.
• A friendly, confident and sales-oriented approach.
• Excellent communication and interpersonal skills.
• Strong administration, organisational and time management skills.
• Excellent attention to detail.
• A self-motivated, ambitious and target-driven attitude.

Desirable: CII qualifications, or a willingness to work towards them, and experience using the CDL insurance system.

Salary & Benefits

• Competitive basic salary, dependent on experience.
• Bonus scheme with the opportunity to significantly enhance earnings.
• Ongoing training and career development opportunities.
• Support towards relevant CII qualifications.

The bonus scheme and earning potential will be discussed in more detail at interview stage.

The role operates on a three-week rota, with one week working in the office alongside the team, followed by two weeks working from home.

Due to the office-based element of the role, applicants must live within reasonable commuting distance of the office.

Working Hours

• Monday to Friday: 9:00am - 6:00pm.
• Alternate Saturdays: 9:00am - 4:30pm (compulsory).

Please note:

As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.

In line with the GDPR Regulations, we are making you aware that in order to proceed with your application, we will need to contact you via email, telephone and/or text message. By submitting your CV to this vacancy, you are agreeing to Job Box Recruitment Limited holding your details in order to enable us to contact you with suitable positions. Details of our Privacy Notice and GDPR Policy can be found on our website or emailed across to you if requested.