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For Companies At a Glance
- Tasks: Act as a Personal Insurance Broker, managing customer enquiries and providing excellent service.
- Company: Respected insurance broker in Edinburgh with a focus on personal lines.
- Benefits: Competitive salary up to £32,000 and opportunities for professional development.
- Why this job: Join a successful team and make a real impact in the insurance industry.
- Qualifications: Experience in private client insurance and a commitment to pursue Cert CII qualification.
- Other info: Dynamic work environment with opportunities for growth and career advancement.
The predicted salary is between 28800 - 38400 £ per year.
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 cases.
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 requests 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.
- 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).
Private Client Broker in Edinburgh employer: Lawes Insurance Recruitment
Contact Detail:
Lawes Insurance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Broker in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about openings for Personal Lines Advisors. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of home and motor insurance policies. We want you to be able to discuss your experience confidently and show how you can provide excellent customer service right from the get-go.
✨Tip Number 3
Don’t forget to showcase your sales skills! When you’re chatting with potential employers, highlight any past successes in upselling or cross-selling products. This will show them you’re not just about handling accounts but also about driving growth.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s make it happen!
We think you need these skills to ace Private Client Broker in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Personal Lines Account Handler. Highlight your experience with home and motor insurance policies, and don’t forget to mention any HNW experience you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for the insurance industry and how your skills align with the responsibilities listed in the job description. Keep it friendly and professional.
Show Off Your Customer Service Skills: Since this role involves managing customer enquiries, make sure to highlight your excellent customer service skills. Share examples of how you've gone above and beyond for clients in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Lawes Insurance Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of home and motor insurance policies. Familiarise yourself with the key terms and concepts, as well as any recent changes in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Customer Service Skills
Since this role involves a lot of client interaction, be prepared to discuss your previous experiences in customer service. Think of specific examples where you went above and beyond for a client or successfully resolved a challenging situation. This will demonstrate your ability to provide excellent service.
✨Prepare for Scenario Questions
Expect to face scenario-based questions during the interview. These might involve handling a difficult client or managing multiple enquiries at once. Practice your responses to these types of questions, focusing on how you would maintain professionalism and efficiency under pressure.
✨Express Your Motivation for Growth
The company values candidates who are motivated and willing to pursue professional qualifications like Cert CII. Be ready to discuss your career goals and how this position aligns with your aspirations. Showing that you're eager to learn and grow within the company can set you apart from other candidates.
