Personal Lines Advisor

Personal Lines Advisor

Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join us as a Personal Lines Advisor, managing customer enquiries and providing top-notch service.
  • Company: We're a leading insurance broker in Buckinghamshire, thriving on growth and innovation.
  • Benefits: Enjoy a dynamic work environment with opportunities for professional development and potential remote work.
  • Why this job: Be part of a successful team, making a real impact while developing your skills in the insurance industry.
  • Qualifications: Experience in home and motor insurance is essential; a commitment to achieving Cert CII is required.
  • Other info: If you're motivated and ready to excel, reach out to us today!

The predicted salary is between 30000 - 42000 £ per year.

Purpose of Role

We are currently working with a leading insurance broker who due to growth have an opportunity for a Personal Lines Advisor to join their office in Buckinghamshire. The ideal candidate must have experience working with home and motor insurance policies.

Responsibilities

  • To act as a Customer Adviser 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 case

Experience

  • 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 request 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)

If you have the relevant experience or know someone that does please contact me now on 07458162 853 or email us at admin@lawesgroup.co.uk

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Personal Lines Advisor employer: Lawes Insurance Recruitment

Join a leading insurance broker in Buckinghamshire, where we prioritise employee growth and development through ongoing training and support. Our vibrant work culture fosters collaboration and excellence, ensuring that you thrive in your role as a Personal Lines Advisor while providing exceptional service to our clients. With competitive benefits and a commitment to professional qualifications, this is an excellent opportunity for those seeking a rewarding career in the insurance industry.
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Contact Detail:

Lawes Insurance Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Lines Advisor

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the insurance industry, particularly in personal lines. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed and relevant in the field.

✨Tip Number 2

Network with professionals already working in the insurance sector, especially those in personal lines. Attend industry events or join online forums to connect with potential colleagues and learn about unadvertised job opportunities.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle customer inquiries or manage claims, as demonstrating your problem-solving skills can set you apart from other candidates.

✨Tip Number 4

Showcase your sales-oriented mindset by preparing examples of past experiences where you successfully upsold or cross-sold products. This will highlight your ability to contribute to the company's growth and align with their goals.

We think you need these skills to ace Personal Lines Advisor

Customer Service Skills
Communication Skills
Sales Skills
Organisational Skills
Attention to Detail
Problem-Solving Skills
Ability to Handle Multiple Communication Channels
Knowledge of Home and Motor Insurance Policies
Client Relationship Management
Time Management
Adaptability
Teamwork
Proficiency in Administrative Tasks
Willingness to Pursue Professional Qualifications (Cert CII)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the insurance sector, particularly with home and motor insurance policies. Use specific examples of how you've provided excellent customer service and managed client accounts.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the responsibilities. Mention your sales-oriented mindset and any relevant qualifications or training you are pursuing, such as Cert CII.

Highlight Relevant Skills: In your application, emphasise your strong organisational skills and ability to handle various communication channels. Provide examples of how you've successfully upsold or cross-sold products in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the insurance industry.

How to prepare for a job interview at Lawes Insurance Recruitment

✨Know Your Insurance Basics

Make sure you brush up on your knowledge of home and motor insurance policies. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.

✨Demonstrate Excellent Customer Service Skills

Prepare examples from your past experiences where you provided exceptional customer service. This role is all about managing customer enquiries, so showcasing your ability to handle various communication channels effectively is key.

✨Showcase Your Sales Skills

Since the role involves upselling and cross-selling, be ready to discuss your sales experience. Think of specific instances where you successfully converted leads or increased sales, as this will highlight your sales-oriented mindset.

✨Express Your Commitment to Professional Development

Mention your willingness to pursue qualifications like Cert CII. This shows that you are motivated to grow within the industry and are serious about your career in insurance.

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