Job Title:
Personal Lines / Customer Service Advisor



Location:
Cornwall

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:-

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