Customer Service - Personal Lines

Job Description

Customer Service Representative - Personal Lines

We are currently seeking enthusiastic individuals for a Customer Service - Personal Lines role. Our client, a well-established insurance brokerage firm, is looking for dedicated professionals to join their team.

With a focus on delivering exceptional customer service and offering a diverse range of insurance solutions, including home, travel, car, and commercial insurance, as well as life and pension products, this role offers an exciting opportunity to grow and excel.

If you are someone who is passionate about customer service and sales, this role could be the perfect fit for you. As a Customer Service - Personal Lines representative, you will play a crucial role in providing outstanding service to our clients. Your responsibilities will include addressing customer queries, driving sales, and contributing to our goal of consistently exceeding customer expectations.

Key Responsibilities:

• Deliver exceptional customer service by promptly addressing customer inquiries.
• Articulate and promote the unique benefits of our insurance offerings to both current and potential customers.
• Skillfully handle objections and close sales effectively.
• Actively pursue leads provided by the marketing team.
• Ensure accurate and compliant customer record-keeping in line with GDPR guidelines.
• Establish and maintain client accounts, ensuring the accuracy of customer documentation.
• Handle renewals and mid-term adjustments with precision.
• Respond to incoming sales and customer service calls.
• Capture vital customer information, including contact details.
• Proactively monitor and update customer details as required.
• Regularly report rate increases and gather customer feedback for review.
• Embody the core values of our organization and serve as a brand ambassador

Qualifications:

• Successful candidates should hold Grandfathered, APA, or CIP qualifications, with CPD aligned with Minimum Competency requirements.
• Proficiency in Applied Systems
• Understanding of GDPR and data protection requirements
• Previous sales training is advantageous
• Minimum 1+ years of sales or customer service experience in an insurance brokerage

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.