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Personal Lines Advisor

2 months ago

Saffron Walden, United Kingdom Ardonagh Full time
The Vacancy

Personal Lines Advisor - Saffron Walden - ARD992491

At Hugh J Boswell trading as Saffron Insurance we're on the hunt for a talented insurance Personal Lines Client Advisor who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships.

So, what does the role of a Personal Lines Advisor here involve?

This role will be made for you if you love fostering relationships and offering a comprehensive service to personal lines clients to find the right Insurance products to fit their needs. Our Client Advisors are excellent at quoting and placing cover when instructed, dealing with mid-term adjustments and broking client requirements within the insurance market.

This role is largely phone based; however you will also be answering queries via email and letter.

Our friendly team are based in the centre of Saffron Walden with street parking available just a short walk from the office.

What you will do
  • Provide an effective client service including the achievement of targets and provision of high levels of client service
  • Provide high quality level of administration
  • Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
  • Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers and premium payments.
  • Provide new business quotations for all classes of on request, providing relevant advice, information and guidance.
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
  • Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated.
    What experience do our Client Advisors need?

    It would be ideal if you have experience gained from within the Insurance Industry in a personal lines setting and have gained experience working with customers in an office based role.

    The rest is all about you as a person;
    • We need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
    • An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
    • Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.
      In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:
      • Holiday entitlement of 26 days plus bank holidays
      • Opportunity to progress your career across the entire Ardonagh family
      • Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
      • Pension scheme for when you feel it's time to retire
      • 24-hour support for you and your families physical and mental wellbeing
      • 1 days paid volunteering day to give back to our communities
      • Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
      • The Spotlight Awards, where we shine a light on the brightest talent across our group
        So, what are you waiting for? Apply today and one of our team will be in touch.

        Hugh J Boswell is part of Ethos Broking, a collection of Brokers that sit within Ardonagh Advisory and are part of The Ardonagh Group which spans the breadth of the insurance sector, powered by our more than 9000 employees. The diversity of brands and breadth of products and solutions for our customers bring huge opportunity. Ardonagh Group is an equal opportunities employer, and we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

        If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

        #LI-EM1 #LI-Onsite

        The Company

        Ethos Broking, part of Ardonagh Advisory and The Ardonagh Group is a highly active acquisition platform focused on the UK regional insurance market. Having acquired 40 independent brokers since 2016 through a 'hub and satellite' acquisition strategy, Ethos now boasts a combined GWP of over £300m.