Private Client Broker

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)

If you have the relevant experience or know someone that does please contact me now on 07458 162 853 or email us at admin@lawesgroup.co.uk