Personal Lines Insurance Advisor
3 weeks ago
We are seeking a highly motivated and organized Personal Lines Advisor to join our team. As a key member of our division, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities- Act as a customer adviser on specific nominated accounts and support other members of the division as needed.
- Manage customer enquiries via telephone, email, and post, ensuring excellent customer service at all times.
- Develop existing client relationships and contribute to business growth through new business enquiries, cross-selling, and upselling relevant products.
- Shared responsibility for achieving the business plan and budget of the division.
- Operate within the company's systems and procedures, adhering to service standards, quality of documentation, credit control, and support of key insurance markets.
- Verify policy documents for accuracy and breadth of cover.
- Provide assistance to the claims department with relevant claims.
- Update client records with accurate information received from insurers, including new business, adjustments, and renewals.
- Transfer copy and documents into the client electronic file.
- Promote and support the division both internally and externally to clients, the insurance market, and other third parties.
- Excellent interpersonal and communication skills.
- Good technical knowledge in specific areas, such as motor, home, and travel insurance.
- Ability to multitask and work efficiently in a busy team environment.
- Self-motivated and organized, with a commitment to achieving a minimum qualification of Cert CII.
We are a successful and busy team, and we are looking for a highly motivated and efficient individual to join us. If you are passionate about delivering exceptional customer service and have a strong understanding of the insurance industry, we would love to hear from you.
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