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PERSONAL LINES INSURANCE EXECUTIVE

Location:

Newcastle under Lyme

Salary:

Contract:

Full-time

Role Summary:

We are looking for a Personal Lines Insurance Executive to join a well-established insurance broker based in Newcastle-under-Lyme. 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.

Responsibilities:

  • Handle all customer enquiries by fact-finding and listening to customers to gain detailed knowledge and understand individual needs

  • Offer a range of personal lines insurance including, buildings, contents, travel, pet, caravan, and personal legal expenses

  • Produce quotes for personal use motor insurance

  • With wide access to specialist insurers, search for the most competitive products best suited to individual customers

  • Responsible for proactively securing customer renewals

  • Process all required insurance paperwork from clients ensuring all client files are fully compliant with policies, procedures, GDPR and FCA Regulations

  • Provide a high-quality after-service to all customers including professional advice and support for any claims

The Candidate:

  • Someone who is proactive when following up on leads passed from the fleet and commercial department to ensure that clients receive a prompt and quality focussed service

  • Able to take a proactive approach when following up on outstanding sales quotes and closing sales

  • Confident at fact finding on any lost quotes to keep up to date on competitor information

  • Follow up on any lapsed clients, taking a proactive approach to cross-selling across all insurance products, ensuing you capture all renewal dates

  • A background in personal lines and motor insurance is essential with a knowledge of Home, Travel, Pet, and Car insurance products

  • Experience using Open Gi or Acturis is essential

  • Strong communication skills with the ability to build relationships across all levels

  • Warm and personable individual who is a customer focused with an excellent attention to detail and a strong business acumen

  • Insurance qualifications would be an advantage however this is not essential

The Offer:

  • A salary of between £24-28k depending on experience

  • Working hours - Monday to Friday 9am-5pm

  • Company pension

  • Employee discount

  • Free parking on site

  • Discounted gym membership

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