Job title: Personal Lines / Customer Service Advisor
Salary: £25,000 - £30,000
Location: Buckinghamshire
Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW
PURPOSE OF ROLE
We are currently working with a leading insurance broker who due to growth have an opportunity for a Personal Lines Advisor to join their office in Buckinghamshire. The ideal candidate must have experience working with home and motor insurance policies.
RESPONSIBILITIES
To act as a Customer Adviser 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
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)
If you have the relevant experience or know someone that does please contact me now on 07458 162 853 or email us at
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