Personal Lines Customer Advisor

Job Title: Personal Lines / Customer Service Advisor

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.

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