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    • Broking

    Ref:45711

    Job Title: Personal Lines / Customer Service Advisor

    Location: Ipswich

    Full/Part Time: Full Time

    Salary Circa: £25,000

    Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW

     


    Overview

    A new position is being created for a Personal Lines to focus on:-

    • 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.
    • Shared responsibility for achievement of the business plan and budget of the Division
    • Ensure that you operate within the Company’s systems and procedures with regard to service standards, quality of documentation, credit control and support of key insurance markets.
    • Check policy documents for accuracy and breadth of cover.
    • 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
    • To promote and support the Division both internally and externally to clients, the insurance market and other third parties.

     


    The Role

    • The role will involve the following: -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.
    • Designated responsibility for existing client base, including retention.
    • Develop the account through existing client contacts by contributing to the division’s growth through, Converting new business enquiries, Cross sale and up sale of relevant ancillary products.
    • Enquiries to be dealt as appropriate to experience and expertise with designated broking and placing as suitable within available markets.
    • Build relationships with clients by managing day to day queries accurately and efficiently, by either telephone or written correspondence from clients.
    • Administration of new business, mta’s and renewals.
    • Responsibility to maintain good credit control within your client portfolio.
    • Advice given meets clients’ requirements in all cases and recommendations and reasons documented in all cases.
    • Fair analysis of the market with all potentially suitable products considered.

     


    Personal Attributes and Skills Sought

    • Organised
    • Self-motivated
    • Ability to multitask.
    • Excellent interpersonal and communication skills
    • Good technical knowledge – in specific areas needed e.g. Motor, home, travel

     

    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.

     


    For extra information please contact:- 0203 411 8430

    Email: admin@lawesgroup.co.uk

     

     

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