Job title: Personal Lines Account Handler
Salary: to £32,000
Location: Edinburgh
Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW
Purpose of Role
Due 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.
Responsibilities
* To act as a Personal Insurance Broker 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
* Experience 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 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)
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