The Careers: filled / expired

Personal Lines Insurance Advisor

Based in our Sutton Coldfield Office your responsibilities will include:

  • Providing a market leading broking service, focused on providing quality customer service and positive outcomes for our brokers and their clients
  • Car, van & household insurance quotations via telephone
  • Process client renewals
  • Process Mid Term adjustments
  • To develop a strong working relationship with your clients, our insurers and brokers
  • To meet KPIs and objectives set out by team leader
  • To add value to our customers at every interaction
  • To deal with problems constructively, looking to solve the root cause of day to day issues faced, engaging with the team leaders and management
  • Support team leader, undertaking tasks delegated where required
  • Promote employee ownership, understanding responsibilities and principles
  • Support other broking teams when required

Knowledge, Skills and Experience

  • The individual should have several years’ experience working in an insurance broking capacity, namely personal lines.
  • Knowledge and experience with CDL Strata broking software
  • Car, commercial vehicle and household insurance quotation experience
  • Bespoke underwriting and referral experience
  • Excellent customer service skills and telephone manner
  • Manage well in pressurised situations
  • Look to find solutions to problems
  • Manage own time effectively and prioritise effectively
  • GCSE & A Level or equivalent education is required. Degree level education and CII qualifications being preferable, but not essential.
  • Experience and use of MS Office is required, and prior experience of using Broking software and Insurer extranets is preferable but not essential

Salary & Benefits

We offer competitive salaries, which are negotiable dependent on experience.

  • Private Medical
  • Pension
  • 26 days holiday plus bank holidays
  • Become part of a growing, employee owned business
  • Discount on selected insurance products
  • 4 x Salary Death in Service Benefit

Working hours

37.5 hours per week, working between 08.00 and 18.00 Monday - Friday


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