Personal Lines Advisor

Ref:

SG131202

sg@linklifeltd.co.uk

Salary - £18,000 - £22,000 Location - Princes Risborough Position - Permanent

COMPANY OVERVIEW:

The organisation are an award winning broker providing car insurance solutions.

  • MAIN RESPONSIBILITIES:

    Handling customer requests and enquiries in relation to the following areas of the business:

    New Business

    • Enquiries are received through visits to the office, internet enquiries and phone calls. These may include all types of personal lines insurance, including Motor, Home and Travel. You will establish the needs of the customer by asking relevant questions and recommend a policy based on the customer requirements and knowledge of the industry. Details of quotations and client records are retained on the computer system and you will be required to make sure all information is recorded accurately.

    Renewals

    • You will ensure that correct renewal documents are issued in a timely manner and if not, follow up with the Insurer so that the client is advised of the renewal terms prior to expiry. Where applicable you will consider alternative markets based on your experience and knowledge to establish that the client is satisfied with their renewal terms.

    Customer Services/Mid-Term changes

    • You will deal with any queries concerning existing clients and mid-term adjustments and if necessary refer such enquiries to senior colleagues. 
       
  • SKILLS & EXPERIENCE:

    • Strong customer service skills and a confident telpehone manner
  • QUALIFICATIONS:

    • Good written and verbal communication skills

     

  • BENEFITS:

    • 23 days plus bank holidays
    • Employee well being discounts
    • Salary sacrifice care scheme
    • Core hours  Monday - Friday 9am to 6pm (9am -5pm or 10am to 6pm - Saturday 9am - 4pm on a rota basis
    • Commission

     

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