Personal Lines Sales Advisor

The Opportunity

An established and growing insurance brokerage is seeking a Personal Lines Advisor to join its team. This role offers the opportunity to work with a well-respected broker that prides itself on delivering excellent customer service and tailored insurance solutions.

The successful candidate will be responsible for managing a range of personal insurance enquiries, providing expert advice to clients, and supporting the retention and growth of an existing customer portfolio.

This is an excellent opportunity for an insurance professional looking to develop their career within a supportive and customer-focused environment.

Key Responsibilities

• Manage new business, renewals, and mid-term adjustments across a range of personal insurance products.
• Provide professional advice and recommend suitable insurance solutions based on customer needs.
• Obtain quotations and negotiate terms with insurers.
• Deliver a high standard of customer service through telephone, email, and face-to-face interactions.
• Build and maintain strong relationships with both clients and insurer partners.
• Identify opportunities to cross-sell and up-sell additional insurance products where appropriate.
• Maintain accurate client records and policy documentation.
• Assist clients with policy queries and claims-related matters.
• Ensure compliance with FCA regulations and internal company procedures.
• Work towards retention, sales, and service targets.

Candidate Profile

Essential

• Previous experience within a Personal Lines Insurance role.
• Strong understanding of personal insurance products, including motor and household insurance.
• Excellent communication and customer service skills.
• Strong attention to detail and organisational abilities.
• Ability to manage multiple tasks and priorities effectively.
• Competent IT and administrative skills.
• Knowledge of FCA regulatory requirements.

Desirable

• Experience working within an insurance brokerage environment.
• Experience handling a wide range of personal lines products.
• Cert CII qualification or a willingness to work towards professional qualifications.
• Experience working in a target-driven environment.

Personal Attributes

• Customer-focused with a professional and consultative approach.
• Positive and proactive attitude.
• Strong relationship-building skills.
• Team player with the ability to work independently.
• Problem solver with excellent attention to detail.
• Motivated to deliver outstanding customer outcomes.

What's on Offer

• Competitive salary and benefits package.
• Ongoing training and professional development opportunities.
• Support towards insurance qualifications.
• Career progression opportunities within a growing organisation.
• Friendly and supportive team environment.
• Exposure to a diverse and loyal client base.

This position would suit an experienced Personal Lines Advisor seeking a new challenge within a well-established brokerage committed to delivering exceptional service and long-term career development.