Job description

Personal Lines Customer Advisor

We are currently recruiting for one of our clients based in Ballyclare who are looking for a Personal Lines Customer Advisor to join the team.

Purpose of the Role:

To work within the Personal Lines Department, responding to customer needs and requirements in an appropriate manner
To answer all calls and enquiries in a prompt, positive and courteous manner
To support the firm's goals through excellent customer service skills. Converting incoming enquiries into sales, focusing on customer retention levels and providing ongoing after sales and servicing support.

Knowledge & Experience:

Educated to GCSE standard including Math's & English
Good keyboard skills and knowledge of Microsoft Office, Email & internet
Experience of providing specialised sales advise to support customer requirements
Through understanding of quote systems and product range
Has undertaken (or is willing to undertake) relevant customer service and insurance training

Skills Required:

Excellent telephone manner and customer service skills
Effective communication skills
Ability to gather and analyse information from the customer and to match relevant products with the customer's requirements
Ability to identify and respond appropriately to an individual customer's level of understanding

Expected Behaviours:

Act in an honest and open manner at all times with both the customer and the firm in all matters
Demonstrate a customer focused approach meeting customer expectations every time
Ensure that business transactions are conducted in a way that is clear and straightforward, adhering to the relevant procedures
Treats colleagues, customers, insurers and external partners with respect, integrity and dignity and consistently displays visible examples
Actively seek feedback from customers and report such feedback to the appropriate member of staff.

Responsibilities:

To identify potential sales from all incoming calls and enquiries
To analyse information gathered and undertake sufficient research to make suitable recommendations
To complete all supporting documentation in a timely, compliant and accurate manner
To support the departmental Key Performance Indicators and sales targets as directed by the Personal Lines Manager
To comply at all times with the requirements of the firm's own procedures, the Financial Services and markets Act 2000 FCA regulations
To be aware of, and to follow at all time the firms policy on Treating Customers Fairly and FCA Code of Conduct (COCON)
To be aware of and to follow at all times, the firms standards of ethical behaviour
To maintain customer records accurately and securely in accordance with the firm's own record keeping requirements and following data protection rules
To maintain professional competence by complying at all times with the Training and Competence procedures and continued professional training and development requirements of the firm.
To undertake all other duties as reasonable required and directed

Hours of work:

Salary:

If you are interested in the above position, please apply and a member of the Staffline team will be in touch with those successful applicants.

MNASL

Personal Lines Customer Advisor