Personal Lines Client Advisor - Household Insurance
The Company
We are recruiting for a long-established financial services brokerage that has been focused on the financial wellbeing of public sector employees for over 50 years. This firm is dedicated to bringing clients the best financial services-from home and car insurance to life and retirement planning.
The Opportunity
We are looking for a Client Advisor to join a growing and ambitious Household team within the Personal Lines Division. This is an excellent opportunity for a professional with personal lines experience to join a supportive environment that invests significantly in professional development.
Key Responsibilities
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Customer Service: Handle incoming customer calls and emails, demonstrating empathy, understanding, and patience.
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Policy Management: Process client renewals and mid-term adjustments accurately and efficiently.
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Retention: Conduct outbound calls to existing customers to secure renewals.
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Lead Generation: Generate policy leads from existing customer interactions.
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Compliance: Comply with all risk control and regulatory requirements relevant to the role.
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Team Support: Assist with other team tasks as required to support collective goals.
Requirements
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Experience: Personal lines insurance experience is required, with specific home insurance experience
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Qualifications: Minimum APA (Personal General) qualification.
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System Knowledge: Practical knowledge of Applied Relay is ideal.
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Skills: Strong organisational, planning, and execution skills. You must be approachable with a "can-do" attitude.
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Regulatory Awareness: Knowledge of risk control and the regulatory environment within Financial Services.
Why Apply? (Benefits) This company offers a comprehensive benefits package designed to support your work-life balance and financial future:
- Family Support: Fully paid family leave types (maternity, paternity, surrogacy).
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Financial: Competitive salary with performance-based bonus, attractive pension contribution rates, income protection and life cover.
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Wellbeing: Health insurance or wellness subsidy, excellent health & wellbeing programme, and "Wellness Wednesdays".
Interested? Apply today to join a team where you can develop your career while supporting the financial wellbeing of public servants.
