Insurance Agent

Job description

Job description
We are looking for a customer-focused individual to join the Personal Lines team, working primarily on renewals, policy changes, and retaining existing clients. The role requires the ability to manage customer relationships, juggle multiple tasks, and deliver work with accuracy and professionalism.

Responsibilities

• Manage policy renewals while supporting high levels of client retention

• Process amendments, update accounts, and communicate with clients regarding claims and correspondence

• Maintain accurate and up-to-date records and files

• Deal with customer renewals, mid-term adjustments, and general enquiries in a clear and professional manner

• Action internal and external requests in an efficient and timely way

• Work closely with team members and other departments to achieve shared objectives

• Ensure all work is completed in line with compliance and regulatory standards

• Assist with ad-hoc duties and support the overall performance of the team

Skills and Experience

• APA qualification essential; CIP qualification is beneficial

• Experience working in a busy, customer-facing environment

• Knowledge of Relay software would be advantageous

• Strong communication and interpersonal abilities

• Excellent organisational skills with strong attention to detail

• Ability to prioritise tasks, multitask, and resolve issues effectively

• Positive and flexible attitude with the ability to adapt to change

• Demonstrated commitment to professional development and customer service excellence