Insurance Advisor

We are searching for a strong customer orientated individual to join the Personal Lines department, focusing on renewals, amendments, and customer retention. This position requires someone who can manage client relationships, handle multiple tasks efficiently, and maintain a high level of accuracy and professionalism.

Responsibilities

• Manage renewals and ensure strong client retention
• Handle policy amendments, account entries, and liaise with clients on claims and correspondence
• Keep all records and files updated accurately
• Communicate effectively with clients to handle renewals, mid-term adjustments, and general queries
• Respond to internal and external requests promptly and efficiently
• Work collaboratively with colleagues across departments to meet team goals
• Ensure all processes are completed in line with compliance requirements
• Take part in ad-hoc tasks and contribute to improving team performance

Skills and Experience

• APA qualification required; CIP qualification is an advantage
• Experience in a fast-paced, customer-focused environment
• Knowledge of Relay software is beneficial
• Strong communication and interpersonal skills
• Excellent organisational skills and attention to detail
• Ability to prioritise, multitask, and solve problems effectively
• A positive, adaptable attitude with a willingness to embrace change
• Commitment to professional growth and delivering quality service to customers