Personal Lines Broker (Portadown)

Job Notes – Personal Lines Insurance

Location

• Portadown
• Five days per week in the office
• On-street parking available
• Strict office hours, closing from 1:00pm-2:00pm for lunch and at 5:00pm each evening

Reason for Recruitment

• One, potentially two, vacancies due to two employees leaving
• The company rarely recruits due to excellent staff retention
• Most employees have over 10 years’ service, with some having worked there for more than 40 years

The Role

• Work through a monthly renewals list, providing customers with new quotations around 14 days before renewal
• Complete approximately eight renewals per day
• Straightforward renewals can take approximately 20-30 minutes
• Handle inbound telephone calls and customer enquiries
• Assist customers visiting the office
• Provide travel insurance quotations by telephone, email and letter
• Process mid-term policy adjustments
• Use the Open GI system
• Ask effective questions to gather the information needed for more complex travel insurance quotations

Ideal Candidate

• Previous Personal Lines insurance experience is preferred
• Candidates from banking or wider financial services backgrounds may also be considered
• Ideally based in Bangor or within an easy commute
• Personable, professional and customer-focused
• Strong communication, listening and questioning skills
• Good attention to detail
• Comfortable dealing with customers by telephone and face-to-face
• The position is service-focused rather than heavily sales-driven
• Personality and fit within the existing team are particularly important

Salary and Benefits

• Salary to be confirmed by Paul
• 25 days’ annual leave plus 11 statutory holidays
• Support available to complete relevant professional examinations
• Well-managed workload with employees not expected to be overworked
• Stable, long-established working environment

Interview Process

• One interview

Skills:Personal Lines Admin/Insurance

WHJS1_NI

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