Personal Lines Broker

Overview

Our Douglas-based client are part of a global financial services group, with a growing demand for the products and services within the commercial and domestic insurance market. In order to manage growth within the team, they require a Personal Lines Broker.

As Personal Lines Broker you will:

• Provide professional customer service and advice to clients at all times, both face to face and via telephone
• Answer incoming call from clients and external suppliers in a professional manner
• Provide quotations, adjustments and handle renewals using standard personal insurance products where appropriate
• Process all relevant documentation received in connection with personal lines business on a daily basis
• Develop working relationship with clients to promote customer satisfaction
• Implement and maintain the highest level of client administration
• Ensure complaints are handled in a sensitive and helpful manner and referred in accordance with company procedures
• Ensure department achieves targets as set - maintain and retain existing business
• Promote and cross-sell additional applications and services to clients
• Ensure that work is dealt with accurately, in accordance with the company's procedures and kept up to date
• Assist team leader(s) and manager(s) for the benefit of the department and advise them of any problems relating to the department or its clients
• Assist with any other duties required to contribute to the workflow of the department and office
• Establish and maintain productive relationships with colleagues to ensure that staff morale and conduct are properly exercised
• Liaise with Team Leader(s) and/or Manager where required to ensure they are kept updated of any potential problems or claims
• Ensure complaints are handled in a sensitive and helpful manner and referred in accordance with company procedures and within the set time frame set by the relevant regulatory body (JFSC / GFSC / IOM FSA)

The ideal candidate for the role of Personal Lines Broker will be:

• Be a team player - possess confident and effective communication & relationship building skills, to liaise well with both clients and colleagues and demonstrates ability to work jointly and supportively with other members of the team
• Good effective oral communication skills, to include an excellent telephone manner and ability to construct good written communication (letters and emails)
• Able to demonstrate close attention to detail and accuracy
• Able to prioritise workload and plan ahead

Desirable, but not essential:

• Understanding and knowledge of general insurance and underlying legal principles, however this will be gained with professional studies