Personal Lines Broker

Job Description

Duties include:
Provide professional customer service and advice to clients at all times, both face to face and via telephone
Answer incoming calls from clients and external suppliers in a professional manner
Provide quotations, adjustments and handle renewals using standard personal insurance products where appropriate
Process all relevant documentation received in connection with personal lines business on a daily basis
Develop working relationship with clients to promote customer satisfaction
Implement and maintain the highest level of client administration
Ensure complaints are handled in a sensitive and helpful manner and referred in accordance with company procedures
Ensure department achieves targets as set – maintain and retain existing business
Promote and cross-sell additional applications and services to clients
Ensure that work is dealt with accurately, in accordance with the company’s procedures and kept up to date
Assist team leader(s) and manager(s) for the benefit of the department and advise them of any problems relating to the department or its clients
Assist with any other duties required to contribute to the workflow of the department and office

Skills and experience required:
Minimum 4 GCSE’s, or equivalent (A – C grade to include Maths and English)
2 A Level’s, or equivalent (A – E grade) desirable
Proficient in Microsoft packages including Word, Outlook, Power point and Excel
Insurance knowledge desirable. Either holds a relevant insurance qualification at Certificate level or has a willingness to study towards Cert CII (Chartered Insurance Institute)
May have previous experience in a similar role
May have some knowledge and understanding of general insurance and underlying principles
Be a team player – possess confident and effective communication and relationship building skills, to liaise well with both clients and colleagues and demonstrates ability to work jointly and supportively with other members of the team
Good effective oral communication skills, to include an excellent telephone manner and ability to construct good written communication (letters and emails)
Able to demonstrate close attention to detail and accuracy
Able to prioritise workload and plan ahead