Personal Lines Insurance Executive - Newcastle-under-Lyme, United Kingdom - Uniting People

Tom O´Connor

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Tom O´Connor

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Description
**Newcastle-under-Lyme
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.


  • As a Personal Lines Insurance Executive, you will be responsible for handling all customer enquiries factfinding, 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
  • Factfinding on any lost quotes to keep up to date on competitor information
  • Following up on any lapsed clients, taking a proactive approach to crossselling 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 highquality afterservice to all customers including professional advice, and support for any claims
  • 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

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