Insurance Broker/ Advisor - Bristol, United Kingdom - Mark Richard Brokers Ltd

Description

We are a leading Bristol Insurance Brokers and due to further expansion a position is now available for an experienced Insurance Advisor/Technician.

Working within Personal Lines team we are looking to recruit a great person to become part of the team and help us deliver fantastic service to our customers.

This will involve providing quotations on all types of Personal Lines (principally Home and Motor Insurance) insurance via the telephone, face to face or in writing and via the web, placing cover when instructed, inviting, and confirming renewals, dealing with mid-term adjustments, and providing assistance with claims when appropriate.

Insurance Broker Duties and Responsibilities:

• Provide new business quotations for all classes of Personal Lines insurance on request, providing relevant advice, information, and guidance.
• Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
• Take instructions from existing customers in respect of alterations to existing polices, ensuring insurers are notified and records updated.
• Offer renewal of existing clients polices with existing insurer or move to new insurer, as appropriate. In each case, ensure relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
• Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed.
• Control diary system, ensuring all items are followed up by the due dates
• Assist customers with enquiries relating to claims, either by direct involvement with the insurer concerned if appropriate or providing names and telephone numbers for customer own direct contact.
• Any general duties that may be required by your manager in accordance with the nature of this job.

Salary will vary according to previous experience.

/ Part Time (Depending on previous experience)


Salary:
£23,500

• 27,500 Negotiable depending on experience

Benefits:

• Company Pension
• 4 weeks Holiday rising to 5 weeks dependent on service plus statutory Bank Holidays

Schedule:

Experience:

Personal Lines Insurance: 1 year (required)


Job Types:
Full-time, Part-time


Salary:
£23,500
.00-£27,500.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Bristol: reliably commute or plan to relocate before starting work (required)

Experience:

Personal Lines Insurance: 1 year (required)


Work Location:
One location