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Personal Lines Insurance Executive

A fantastic opportunity has arisen for a Personal Lines Insurance Executive to join a reputable, well established traditional insurance broker who focus on delivering a high-quality service.

A professional insurance broker who have serviced clients for nearly a century, focussing on delivering a personable service to all clients.

As a Personal Lines Insurance Executive, you will join a small friendly team who cover all personal lines and motor insurance, working collaboratively across the business with the Commercial and Fleet Departments.

Job Description:

  • As a Personal Lines Insurance Executive, you will be responsible for handling all customer enquiries Fact Finding, listening to customers, gaining a detailed knowledge and understanding on individual needs

  • With a wide access to specialist insurers, searching for the most competitive products best suited to individual customers

  • As a Personal Lines Executive, you will be offering a range of personal lines insurance including buildings, contents, travel, pet, caravan and personal legal expenses

  • Along with this you will be producing quotes for motor insurance for personal use

  • As a Personal Lines Executive, you will be proactive when following up on leads passed from the fleet and commercial department, ensuring clients receive a prompt and quality focussed service

  • Take a proactive approach when following up on outstanding sales quotes and closing sales - fact finding on any lost quotes to keep up to date on competitor information

  • Following up on any lapsed clients, taking a proactive approach to cross selling across all insurance products, ensuing you capture all renewal dates

  • As a Personal Lines Executive, you will be responsible for proactively capturing customer renewals

  • Processing all required insurance paperwork from clients ensuring all client files are fully compliant with policies, procedures, GDPR and FCA Regulations

  • Providing a high quality after service to all customers including professional advice, support for any claims

Candidate Requirements:

  • A background in personal lines and motor insurance is essential, must have a knowledge of Home, Travel, Pet and Car insurance products

  • Experience using Open GI is essential

  • Previous experience working for an independent insurance broker is highly preferred

  • Strong communication skills with the ability to build relationships across all levels

  • Warm and personable individual who is customer focussed

  • Excellent attention to detail

  • Insurance qualifications would be an advantage however this is not essential

  • Strong, confident individual with a professional approach

  • Ability to develop, win and close sales

  • Strong business acumen

The role will also suit the following experience: personal lines insurance, insurance broker.

This role is commutable from: Stoke on Trent, Newcastle under Lyme, Stafford, Stone, Crewe.

Hours: 9:00am - 5:00pm Monday to Friday

Salary: Competitive

Brampton Recruitment are an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.