Personal lines insurance advisor

J&L Recruitment [Staffordshire] Ltd
16 May 2018
15 Jun 2018
Contract Type
Full Time
J&L Recruitment are excited to be working with our successful and valued client who offer insurance solutions to the high net worth motor vehicle market. The ideal candidate will have previous insurance experience and an interest in performance cars. You will need to demonstrate an ability to build and maintain relationships with clients.

Overall objective

To grow and develop the business and provide an excellent sales service to existing and potential clients, based on best advice and timely quotations, supporting this with an accurate and timely after sales service, whilst ensuring full FCA compliance and demonstrating TCF.

Duties and responsibilities

Develop and maintain the insurance requirements and needs for new and existing clients, transferring policies to the HNW Delegated Authority whenever possible.

Develop and ensure an ongoing and professional relationship with all clients.

Obtain full and accurate information upon which to base quotations in accordance with company fact find documents.

To identify cross selling opportunities ensuring they are in the best interest of the client and the company.

Ensure all client administration is completed within a reasonable time scale and to be conscious of the profitability and costs of client handling.

Ensure you deal with debt and account queries effectively and efficiently.

Ensure all client complaints are dealt with in line with company procedures and regulatory requirements.

Accurately process and maintain client records in accordance with FCA regulatory requirements.

To assist in all areas of the business, to maintain the offices reputation for outstanding service.

Engage with clients in a polite, friendly and professional manor

Any other duties as required.

Training and professional development

Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for your own development as required.


Report any potential breaches, including weaknesses in current systems to your manager. Ensure data is utilised in accordance with the principles of the Data Protection Act. Maintain all files in a fully compliant manner.

Ideally will have worked for broker previously

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