Key Responsibilities:
- Manage personal insurance accounts, including home, motor, and other connected policies.
- Provide expert advice and guidance to clients on coverage options, policy details, and claims processes.
- Handle policy renewals, amendments, and cancellations.
- Assist clients in filing and managing claims efficiently.
- Identify opportunities to cross-sell or upsell additional insurance products.
- Maintain accurate client records and documentation.
- Stay up-to-date with industry trends and regulatory changes.
Qualifications and Requirements:
- Proven experience in insurance, ideally within personal lines (minimum 2-3 years).
- Relevant insurance qualifications and licences (such as a Certificate in Insurance or equivalent).
- Strong communication, negotiation, and customer service skills.
- Proficient in insurance management software and CRM systems.
- Excellent attention to detail and organisational skills.
- Ability to build strong relationships and handle client queries with professionalism.
This role is ideal for candidates with experience in personal insurance and a commitment to delivering excellent customer service.
