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Personal Lines Advisor – Belfast

Posted On: 10/03/2020

Personal Lines Advisor

Our client one of Northern Ireland leading insurance broking organisation’s and has been providing personal and corporate insurance for many years.

Our currently requires a Personal Lines Advisor to join their growing team in the Belfast area

Role Profile:

  • Acquire and maintain knowledge of General Insurance products, as applicable to product licences.
  • Prospect, quote and sell products.
  • Develop and sustain effective working relationships with customers.
  • Identify and initiate cross-selling opportunities and activities to new and existing customers.
  • Review and advise upon customer general insurance requirements.
  • Deal with insurance claims within your authority, for all customers.
  • Administer all networking instructions to meet Agency completion standards.
  • Maintain record keeping requirements for your role.
  • Comply with all General Insurance Compliance and ensure all paperwork is completed and recorded.
  • Produce correspondence to required timeframes and quality standards.
  • Perform other duties as assigned by Senior Agent / Agent / Agency Manager.
  • Perform other duties as assigned by Agent / Senior Agent.


Personal Specification:

  • At least 1-2 years experience in the insurance industry.
  • Demonstrate attributes of honesty, integrity, due skill, care and diligence.
  • Sales and customer service skills.
  • Possess good IT skills to use Word and Excel documents.
  • Be able to communicate effectively, both written and verbal. This will include writing to customers.
  • Have the ability to build relationships with customers.
  • Have good organisational, administration skills and have the ability to work to deadlines.
  • Be able to problem solve, use own initiative and judgement.


£18,000 – £22,000 Basic per Annum plus Bonuses

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Job Type:

Salary £18,000 - £22,000

Contract: Permanent

Job Reference 12034

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