Private Client Broker

2 weeks ago

Edinburgh, Edinburgh, United Kingdom Lawes Consulting Group Full time £24,000 - £32,000 per year

Job Description

Job title: Personal Lines Account Handler

Salary: to £32,000

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 file
  • Maintain 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, MTA's 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 or email us

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