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    Personal Lines Adviser - Swansea, United Kingdom - Lloyd & Whyte

    Lloyd & Whyte
    Lloyd & Whyte Swansea, United Kingdom

    1 week ago

    Default job background
    Full time
    Description

    Responsibilities

    • Achieve individual objectives and key performance indicators as set and agreed
    • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
    • Answer client queries, deal with renewals and mid term adjustments in a professional and timely manner
    • Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
    • Ensure all policy administration is dealt with in a professional and timely manner
    • Focus on timely collection of client money in accordance company procedures
    • Adhere to all Company, regulatory and compliance guideline requirements
    • Be professional when representing the Company at external events such as conferences and client visits (if required)
    • Maintain and develop own technical competence
    • Support colleagues from all areas of the business as required

    Responsibilities Specific to Senior Adviser

    • To assist in the maintenance, monitoring and delivery of the core KPIs, processes and functions directly linked to team success
    • Coach & develop team members
    • Assist in quality assessment, monitoring and sign off of team members
    • Handle a variety of more complex insurance broking work and technical referrals
    • Assist in or conduct on site client meetings when required
    • Be proactive & analytical in day to day role and when liaising with the management team

    Skills & Behaviours

    • Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
    • Confident and capable of building rapport over the telephone to provide an excellent client experience
    • Ability to provide holistic advice based reviews and recommendations to clients
    • Tenacious and motivated towards meeting and exceeding sales targets
    • Ability to work in a regulated, compliant and client focused environment
    • Organised, resourceful, deadline driven and supportive of the wider team
    • Quality orientated with great attention to detail
    • IT Literate

    Qualifications

    • Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)


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