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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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