Insurance Consultant in Milton Keynes

Insurance Consultant in Milton Keynes

Milton Keynes Full-Time On-site
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Insurance Consultant

Monday - Friday 9am - 5pm. No hybrid working,

Salary: Β£20,500

Duties:

Key responsibilities:

Providing advice and arranging insurance cover for personal lines customers, including:

  • Motor insurance
  • Home insurance
  • Travel insurance
  • Landlord insurance
  • High net worth insurance

Handling incoming customer enquiries by phone, email, and face-to-face.

Assessing customers' insurance needs and recommending appropriate products and levels of cover.

Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums.

Converting quotations into sales while maintaining a strong customer service focus.

Renewing existing policies and retaining customers through proactive contact and relationship management.

Processing mid-term adjustments, cancellations, and policy amendments accurately.

Identifying cross-selling and up-selling opportunities across the personal lines portfolio.

Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries.

Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.

Maintaining accurate client records and documentation on internal systems.

Working towards individual and branch sales, retention, and customer service targets.

Key responsibilities:

Providing advice and arranging insurance cover for personal lines customers, including:

Handling incoming customer enquiries by phone, email, and face-to-face.

Assessing customers' insurance needs and recommending appropriate products and levels of cover.

Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums.

Converting quotations into sales while maintaining a strong customer service focus.

Renewing existing policies and retaining customers through proactive contact and relationship management.

Processing mid-term adjustments, cancellations, and policy amendments accurately.

Identifying cross-selling and up-selling opportunities across the personal lines portfolio.

Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries.

Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.

Maintaining accurate client records and documentation on internal systems.

Working towards individual and branch sales, retention, and customer service targets.

Essential Requirements:

The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,

The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,

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Insurance Consultant in Milton Keynes employer: Jobs and Business Glasgow

Lloyd's Register International is an excellent employer, offering a dynamic work environment where safety and customer service are paramount. With flexible hours that accommodate your lifestyle and comprehensive training provided, you will have the opportunity to grow your skills while working at exciting high-profile events in Scotland. Join a supportive team that values your contributions and fosters a culture of safety and professionalism.

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Contact Details:

Jobs and Business Glasgow Recruitment Team