Personal Lines Insurance Executive in Newcastle under Lyme - CV-Library

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