Personal Lines Customer Advisor

Location Ballyclare, County Antrim
Job type Permanent
Salary Up to £21000 per annum
Published 2 months ago
Contact Deirdre Mulvenna
Job ref BA000PLA_1647965028

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.


  • 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:

  • Monday to Friday from 9am to 5pm


  • £21k

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.


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