Personal Lines Insurance Advisor

2 months ago

Ferndown, United Kingdom Cowell Recruitment Full time

**_PERSONAL LINES INSURANCE ADVISOR -FERNDOWN_**

**_Cowell Recruitment_**_are delighted to be assisting our client in their search for a Personal Lines Insurance Advisor to join a successful insurance broker based in **Ferndown.**_

**_What we are looking for:_**
- _Previous experience in the insurance industry (Personal Lines)_
- _Strong communication and interpersonal skills_
- _Providing high levels of customer service_
- _Ability to identify and match insurance products to customers needs and requirements_
- _Ability to identify and respond appropriately to an individual customer’s level understanding_
- _Rapport building, finding solutions for customers_
- _Demonstrate a high level of professionalism, integrity and commitment_
- _Resilient, self-confident, proactive and forward thinking_
- _Adaptable and flexible to business changes_
- _Comfortable working in a team environment_
- _KPi and target driven_
- _Keen on a career, willing to learn and develop, complete CPD and gain Nationally recognised qualifications_
- _Hardworking with good timekeeping skills_
- _Comply with FCA, PRA and other regulatory organisations_

**_Main duties (but not limited to)_**
- _To take initial calls from customers regarding new business, midterm adjustments and existing policy renewals, working within the guidelines provided at all times._
- _To process and resolve customer requests in a polite and efficient manner._
- _To comply at all times with the requirements of the firm’s own procedures and FCA regulations._
- _To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly._
- _To be aware of, and to follow at all times, the firm’s standards of ethical behaviour._
- _To maintain professional competence by complying at all times with the Training and Competence procedures of the firm._
- _To maintain customer records accurately and securely, in accordance with firm’s own record keeping requirements and following data protection rules._
- _To support the department in administration duties and complete all supporting documentation in a timely, accurate and compliant manner._
- _Notify policy underwriters of any adjustments, calculate any premium changes and arrange remittance of premium refunds._
- _To support the departmental Key Performance Indicators and sales targets as directed by the Personal Lines Manager._
- _Identifying client’s insurance requirements and tailoring a policy to meet their demands and needs_
- _Maximise up sell and cross sell appropriate products to customers_
- _Sales conversions, adjustments, issuance and other business required by the business_
- _Maintain compliance in accordance with business requirements and FCA regulations_
- _To undertake all other duties as reasonably required and directed._

**_What will you get:_**
- _Competitive basic salary_
- _35 hours per week_
- _Monday to Friday_
- _Onsite parking_
- _Opportunity to grow within an established and successful business_
- _Opportunity to gain Nationally recognised qualifications_

**_Cowell Recruitment is an equal opportunities recruiter. Please note only applicants with Right to Work (RTW) in the UK. E&OE._**

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Ferndown, Dorset: reliably commute or plan to relocate before starting work (required)

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