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Job title: Personal Lines / Customer Service Advisor
Salary: £25,000 - £30,000
Location: Buckinghamshire
Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW
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
- Excellent customer service
- 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 07458 162 853 or email us at
