Private Client Adviser / Personal Lines Adviser

Optima Recruitment
22 Apr 2017
22 May 2017
Contract Type
Full Time

Private Client Adviser / Personal Lines Adviser

Provide new, midterm and renewal quotations for new and existing clients for all general insurance products, and dealing with any claims, in a professional and efficient manner

Job Description:

  • Providing new business for general insurance
  • Adjusting policies mid-term
  • Inviting renewals to existing clients
  • Obtaining competitive and suitable quotations from Insurers
  • Cross selling to new and existing clients
  • Providing a high level of customer service
  • Answering the telephone
  • Inputting new information and updating existing information on computer system
  • Administering policies after they have been incepted, renewed or adjusted
  • Setting up and dealing with claims
  • Seeing clients in reception

Person Specification:

  • Previous experience in a similar role is essential
  • Preferably already be Cert CII
  • Experience of Acturis Software System would be advantageous

Additional Information:

  • Based in Leatherhead
  • £22,000 - £28,000 (depending on experience)
  • Monday - Friday working hours
  • Pension scheme

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

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Optima Recruitment acts as both an 'Employment Agency’ & 'Employment Business’ providing recruitment services throughout Surrey.