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For Companies At a Glance
- Tasks: Assist customers with inquiries and manage accounts for motor and home insurance.
- Company: Join a dynamic insurance company focused on delivering top-notch customer service.
- Benefits: Enjoy competitive salary, potential for growth, and a supportive team environment.
- Why this job: Be part of a vibrant team, enhance your skills, and make a real impact in clients' lives.
- Qualifications: No prior experience needed, just a passion for helping others and a willingness to learn.
- Other info: Opportunity to gain industry qualifications while working in a fast-paced environment.
The predicted salary is between 20000 - 30000 £ per year.
Location: Cornwall
Full/Part Time: Full Time
Salary Circa: £25,000
Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW
Overview
- Act as a Customer Adviser on specific nominated accounts and support other members of the division on accounts as appropriate.
- Manage a range of customer enquiries via telephone, email, and post, always providing excellent customer service.
- Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross-selling, and upselling of relevant ancillary products.
- Share responsibility for the achievement of the business plan and budget of the Division.
- Operate within the Company’s systems and procedures regarding service standards, quality of documentation, credit control, and support of key insurance markets.
- Check policy documents for accuracy and breadth of cover.
- Provide assistance to the Claims department with any 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.
The Role
- Play a major role in ensuring first-class service to clients, projecting the organisation as a quality company.
- Answer calls from customers, reply to email requests or queries, and complete renewals and new business quotes.
- Designated responsibility for the existing client base, including retention.
- Develop the account through existing client contacts by contributing to the division’s growth through converting new business enquiries, cross-selling, and upselling of relevant ancillary products.
- Deal with enquiries appropriate to experience and expertise with designated broking and placing as suitable within available markets.
- Build relationships with clients by managing day-to-day queries accurately and efficiently, either by telephone or written correspondence.
- Administer new business, MTA’s, and renewals.
- Maintain good credit control within your client portfolio.
- Ensure advice given meets clients’ requirements in all cases and that recommendations and reasons are documented.
- Conduct 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.
Personal Lines Customer Advisor employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Lines Customer Advisor
✨Tip Number 1
Familiarise yourself with the insurance industry, particularly personal lines such as motor and home insurance. Understanding the key products and services will help you engage confidently with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. Since the role involves managing customer enquiries, being able to convey information clearly and professionally will set you apart from other candidates.
✨Tip Number 3
Network within the insurance community, whether through online platforms like LinkedIn or local events. Building connections can provide insights into the company culture and may even lead to referrals for the position.
✨Tip Number 4
Showcase your ability to multitask and stay organised. Prepare examples from your past experiences where you've successfully managed multiple responsibilities, as this is a key skill for the Personal Lines Customer Advisor role.
We think you need these skills to ace Personal Lines Customer Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and the insurance industry. Emphasise skills like communication, organisation, and multitasking, as these are crucial for the Personal Lines Customer Advisor role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of the insurance sector. Mention specific experiences where you've successfully managed customer enquiries or contributed to business growth.
Highlight Relevant Skills: In your application, clearly outline your technical knowledge in areas such as Motor and Home insurance. Provide examples of how you've used these skills in previous roles to enhance customer satisfaction.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Insurance Basics
Brush up on your knowledge of personal lines insurance, including motor and home insurance. Being able to discuss these topics confidently will show your expertise and commitment to the role.
✨Demonstrate Excellent Communication Skills
Since the role involves managing customer enquiries via various channels, practice clear and concise communication. Prepare examples of how you've successfully handled customer queries in the past.
✨Showcase Your Organisational Skills
The job requires multitasking and managing a client portfolio. Be ready to discuss how you prioritise tasks and stay organised, perhaps by sharing specific tools or methods you use.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to deal with difficult customers or complex enquiries, and be prepared to explain your approach and the outcome.
