Personal Lines Advisor

Job Role: Personal Lines Advisor

Location: Cookstown, Northern Ireland

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

They currently requires a Customer Services/Personal Lines Advisor to join their growing team

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:

• 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.
• At least 1-2 years experience in the insurance industry.

For more information on this Personal Lines Advisor role please contact Eunice Loughran on 02887440033

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