Overview
Our Douglas-based client are part of a global financial services group, with a growing demand for the products and services within the commercial and domestic insurance market. In order to manage growth within the team, they require a Personal Lines Broker.
As Personal Lines Broker you will:
* Provide professional customer service and advice to clients at all times, both face to face and via telephone
* Answer incoming call from clients and external suppliers in a professional manner
* Provide quotations, adjustments and handle renewals using standard personal insurance products where appropriate
* Process all relevant documentation received in connection with personal lines business on a daily basis
* Develop working relationship with clients to promote customer satisfaction
* Implement and maintain the highest level of client administration
* Ensure complaints are handled in a sensitive and helpful manner and referred in accordance with company procedures
* Ensure department achieves targets as set - maintain and retain existing business
* Promote and cross-sell additional applications and services to clients
* Ensure that work is dealt with accurately, in accordance with the company's procedures and kept up to date
* Assist team leader(s) and manager(s) for the benefit of the department and advise them of any problems relating to the department or its clients
* Assist with any other duties required to contribute to the workflow of the department and office
* Establish and maintain productive relationships with colleagues to ensure that staff morale and conduct are properly exercised
* Liaise with Team Leader(s) and/or Manager where required to ensure they are kept updated of any potential problems or claims
* Ensure complaints are handled in a sensitive and helpful manner and referred in accordance with company procedures and within the set time frame set by the relevant regulatory body (JFSC / GFSC / IOM FSA)
The ideal candidate for the role of Personal Lines Broker will be:
* Be a team player - possess confident and effective communication & relationship building skills, to liaise well with both clients and colleagues and demonstrates ability to work jointly and supportively with other members of the team
* Good effective oral communication skills, to include an excellent telephone manner and ability to construct good written communication (letters and emails)
* Able to demonstrate close attention to detail and accuracy
* Able to prioritise workload and plan ahead
Desirable, but not essential:
* Understanding and knowledge of general insurance and underlying legal principles, however this will be gained with professional studies