Position Overview & Specifications

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: