About the role
- Maintain and strengthen relationships with existing clients, ensuring their needs are met and fostering long-term loyalty
- Oversee the renewal process for personal lines insurance policies, including reviewing terms, negotiating renewals, and ensuring timely completion
- Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options
- Provide exceptional service by addressing client inquiries, resolving issues promptly, and ensuring a high level of client satisfaction
- Ensure New Business/Renewal targets are achieved
- Implement Company’s Compliance and office procedures including New Business Development and Renewal Procedures document
- Monitor market practice and product availability and feedback market issues to Management
- Work with other teams to facilitate training, product development and promote operational efficiencies
- Attend client visits with Management as required
- Adhere to Compliance as outlined in Handbook and Procedures Manual
Requirements
- Minimum of 1-3 years’ experience in an insurance role
- Minimum APA Personal Lines or Grandfathered with proof of up-to-date CPD
- Excellent technical product knowledge and knowledge of personal lines insurance market
- Proven track record of managing a portfolio of clients, particularly handling policy renewals and addressing client inquiries
- Proficient in negotiating terms and conditions
- Ability to build and maintain strong relationships with clients to ensure high levels of satisfaction and retention
- A career that you define.
- Work / life balance
- Career progression
- Sustainability initiatives
- Volunteering opportunities
- Reasonable adjustments and accommodations (software, IT, office setups)
- Flexible hours
- Hybrid working
- Permanent position
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
personal lines insurancepolicy renewalsrisk evaluationnegotiationclient portfolio managementcompliance proceduresmarket analysisproduct developmentoperational efficiency
Soft skills
relationship buildingclient satisfactionproblem resolutioncommunicationteam collaboration
Certifications
APA Personal LinesCPD