Job Title: Personal Lines / Customer Service Advisor
Full/Part Time: Full Time
Salary Circa: £25,000
Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW
Overview
A new position is being created for a Personal Lines to focus on:
* Acting as a Customer Adviser on specific nominated accounts and supporting other members of the division on accounts as appropriate.
* Managing a range of customer enquiries via telephone, email, and post while providing excellent customer service.
* Developing the account through existing client contacts and contributing to maximising growth through converting new business enquiries, cross-selling, and upselling relevant ancillary products.
* Sharing responsibility for the achievement of the business plan and budget of the Division.
* Ensuring compliance with the Company’s systems and procedures regarding service standards, documentation quality, credit control, and support of key insurance markets.
* Checking policy documents for accuracy and breadth of cover.
* Providing assistance to the Claims department with any relevant claims.
* Updating client records with accurate information received from insurers, including new business, adjustments, and renewals.
* Transferring copies and documents into the client electronic file.
* Promoting and supporting the Division both internally and externally to clients, the insurance market, and other third parties.
The Role
* Playing a major role in ensuring first-class service to clients, projecting the organisation as a quality company.
* Answering calls from customers, replying to email requests or queries, and completing renewals and new business quotes.
* Having designated responsibility for the existing client base, including retention.
* Developing the account through existing client contacts by contributing to the division’s growth through converting new business enquiries, cross-selling, and upselling relevant ancillary products.
* Dealing with enquiries as appropriate to experience and expertise with designated broking and placing as suitable within available markets.
* Building relationships with clients by managing day-to-day queries accurately and efficiently, via telephone or written correspondence.
* Administering new business, MTA’s, and renewals.
* Maintaining good credit control within your client portfolio.
* Ensuring advice given meets clients’ requirements in all cases, with recommendations and reasons documented.
* Conducting fair analysis of the market with all potentially suitable products considered.
Personal Attributes and Skills Sought
* Organised
* Self-motivated
* Ability to multitask
* Excellent interpersonal and communication skills
* Good technical knowledge in specific areas needed, e.g., Motor, Home, Travel
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.
For extra information please contact: 0203 411 8430
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