Job Description
Competitive Salary (DOE)
Hours Monday-Friday 9:00am-5:00pm
A fantastic opportunity has arisen for a Personal Lines Insurance Executive to join a reputable, well-established traditional insurance broker, they have a fantastic reputation for delivering a high-quality service. As a Personal Lines Insurance Executive, you will join a small friendly team who cover all aspects of personal lines including homes insurance, motor insurance, travel insurance and pet insurance.
Job Description:
- As a Personal Lines Insurance Executive, you will be responsible for handling all customer enquiries fact-finding, listening to customers, gaining detailed knowledge, and understanding individual needs
- As a Personal Lines Executive, you will be offering a range of personal lines insurance including, buildings, contents, travel, pet, caravan, and personal legal expenses
- Along with this, you will be producing quotes for motor insurance for personal use
- As a Personal Lines Executive, you will be proactive when following up on leads passed from the fleet and commercial department, ensuring clients receive a prompt and quality focussed service
- With wide access to specialist insurers, searching for the most competitive products best suited to individual customers
- Take a proactive approach when following up on outstanding sales quotes and closing sales
- Fact-finding on any lost quotes to keep up to date on competitor information
- Following up on any lapsed clients, taking a proactive approach to cross-selling across all insurance products, ensuing you capture all renewal dates
- As a Personal Lines Executive, you will be responsible for proactively capturing customer renewals
- Processing all required insurance paperwork from clients ensuring all client files are fully compliant with policies, procedures, GDPR and FCA Regulations
- Providing a high-quality after-service to all customers including professional advice, and support for any claims
Candidate Requirements:
- A background in personal lines and motor insurance is essential
- A knowledge, and must have a knowledge, of Home, Travel, Pet, and Car insurance products
- Experience using Open Gi or Acturis is essential
- Previous experience working for an independent insurance broker is highly preferred
- Strong communication skills with the ability to build relationships across all levels
- Warm and personable individual who is a customer focussed
- Excellent attention to detail
- Insurance qualifications would be an advantage however this is not essential
- Strong, confident individual with a professional approach
- Strong business acumen
Job Types: Full-time, Permanent
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Stoke-on-Trent, Staffordshire: reliably commute or plan to relocate before starting work (required)
Experience:
- personal lines and motor insurance: 2 years (required)
Work Location: In person
Reference ID: PERM103