Personal Lines

Personal Lines Insurance Adviser

Ref: 3584| Posted: 4th May 2021

Personal Lines Insurance Adviser – Wickham – up to £25,000 plus benefits

Insure Recruitment are currently working with a well-established Insurance business who are going through a period of growth and are seeking an experienced Insurance professional to join their Personal Lines team.

The successful candidate will be responsible for delivering maximum profitable growth through the compliant sale of General Insurance and Risk Management Services products and the generation and management of Life leads in a manner designed to establish long term and effective relationships with target customers to enhance and protect the company’s reputation and brand. 

Identify, analyse and collate data relating to existing customers to generate prospects for General Insurance products and potential cross-selling opportunities for RMS and Life sales.

Promote and sell products and generate and assign firm leads for Life products in line with allocated targets, ensuring compliance with sales quality and advice standards and regulatory requirements.

Collate, analyse and evaluate relevant customer personal, business and financial information to complete Fact Finds, provide information and recommend products and services that meet their needs in line within licensed authority.

Maintain own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of the scheme and regulators.

Record and track contacts, prospects and sales to maximise conversion ratio of leads to sales and provide a robust record of advice given and accurate efficient policy information.

Support the Branch, covering other roles as needed to maintain required levels of customer service and to contribute to the effective and efficient running of the Branch.

Generate publicity, including newsletters, advertising and attendance at shows and events to produce leads and enhance the reputation of NFUM and to protect the brand in its primary catchment areas in line with the local sales plan.

Office hours are Monday to Friday 8:45am to 5pm

Excellent career progression

Benefits package and pension after probation

Please apply to the role by submitting your most up to date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.

Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.