Job title: Personal Lines Account HandlerSalary: to £32,000Location: EdinburghInsurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNWPurpose of roleDue to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW experience would be advantageous.ResponsibilitiesTo act as a Personal Insurance Broker on specific nominated accounts and to support other members of the division on accounts as and when appropriateTo manage a range of customer enquiries via telephone, email and post always providing excellent customer serviceTo 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 productsProvide assistance to the claims department with any relevant claimsUpdating our client records with accurate information received from insurers including new business, adjustments and renewalsTransfer of copy and documents into the client electronic fileMaintain good credit control within your client portfolioAdvice given meets clients’ requirements in all cases and recommendations and reasons documented in all caseExperienceExperience gained handling private client insurance accounts.The successful candidate will be part of a busy, successful team and will need to be highly motivated and efficientA commitment and willingness to work towards a minimum qualification of Cert CII is requiredDay-to-dayPlay a major role in ensuring we give a first-class service to our clients projecting the organisation as a quality companyTo answer calls from customers, reply to email request or queries as well as completing renewals and new business quotesConverting new business enquiries, cross sale and up sale of relevant ancillary productsAdministration of new business, MTA’s and renewalsSkillsHighly motivated and efficientAbility to handle a variety of communication channels (telephone, email, post)Strong organisational skills for managing and updating client recordsSales-oriented mindset for upselling and cross-selling productsWillingness to pursue professional qualifications (Cert CII)If you have the relevant experience or know someone that does please contact me now on 07458162 853 or email us at admin@lawesgroup.co.uk
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