Personal Lines Insurance Advisor

Insure Recruitment Ltd
10 Jan 2019
31 Jan 2019
Contract Type
Full Time
We are currently working with a privately owned "High Street" independent broker. They are looking to add to their current team by recruiting someone keen to take their next step within the insurance sector.

Perhaps you have gained some knowledge within a broker environment and seeking a more sales focused team.

The role will encompass various duties ad responsibilities, but likely to include the following:

Dealing with incoming post as directed on the day of receipt

To learn how to deal with outgoing post and to take responsibility for ensuring that general diary lists are kept up to date

To organise and keep your own work area tidy

To answer telephone calls within three rings and to deal with client queries / requests politely and efficiently within your capabilities. Seek assistance from, or refer client to, branch manager or assistant branch manager where necessary

To deal with customer queries / requests at the counter, as above

To invite renewals as directed ensuring that clients are notified of their renewals in accordance with FCA rules, as outlined in the staff handbook

To actively improve the sales results of the branch by improving personal selling skills and customer care skills

To actively improve customer care and cross-selling by telephoning clients at times agreed by the branch manager, notably a few weeks after sending out policy documents

To actively improve cross-selling by `listening` for opportunities, e.g. a customer advising a change of address on a motor policy may need household insurance or a client requesting a green card may need travel insurance

This is a genuine chance to prove yourself and develop your sales ability within an insurance office - Knowledge of Personal Lines covers is required, so keen to hear from individuals who meet the requirements of this role

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