Private Client Broker

Lawes Consulting Group; City of Edinburgh; On-site; GBP 27,000 - 32,000; Full time

Job summary

A respected insurance broker in Edinburgh seeks a Personal Lines Account Handler. The role involves managing personal insurance accounts, providing excellent customer service, and developing client relationships. Ideal candidates will have experience in home and motor insurance, and a commitment to achieving relevant professional qualifications (Cert CII). This position offers a full-time employment opportunity with competitive salary and benefits.

Qualifications

• Experience handling private client insurance accounts.
• Highly motivated and efficient in a busy team environment.
• Commitment to work towards Cert CII qualification.

Responsibilities

• Act as a Personal Insurance Broker on specific accounts.
• Manage customer enquiries providing excellent service.
• Develop accounts through client contacts and new business.
• Assist claims department with relevant claims.
• Maintain accurate records and updates for clients.

Skills

Sales Experience

B2B Sales

Excellent customer service

Strong organisational skills

Sales-oriented mindset

Negotiation

Education

Cert CII

Job description

Job Description

Job title : Personal Lines Account Handler

Salary : to 32000

Location : Edinburgh

Insurance Industry Sectors : Insurance Personal Lines Motor Home HNW

PURPOSE OF ROLE

Due to growth this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies HNW experience would be advantageous.

RESPONSIBILITIES

• To act as a Personal Insurance Broker 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 fileMaintain good credit control within your client portfolio
• Advice given meets clients requirements in all cases and recommendations and reasons documented in all case

EXPERIENCE

• Experience gained handling private client insurance accounts.
• 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 MTAs and renewals

SKILLS

• Highly motivated and efficient
• Excellent customer service
• 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 853 or email us at

Key Skills

• Sales Experience
• B2B Sales
• Business Management
• Pricing
• Securities Law
• Service-Oriented Architecture
• Inside Sales
• Market Research
• Outside Sales
• Telemarketing
• WebSphere
• negotiation

Employment Type : Full-Time

Experience : years

Vacancy : 1