Personal Lines Insurance

Full Time | Belfast, NORTHERN IRELAND | about 1 month

Job Summary

Full Time
£22,000 - £24,000 per annum

£21,674 Average salary of similar jobs | Check Salary...

Job Description

£22,000 - £24,000 per annum
Belfast , County Antrim
Permanent, full-time
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Personal Lines Insurance Sales Advisor

An exciting opportunity has arisen for an experienced Personal Lines Sales Adviser to join a leading Insurance company based in Belfast City Centre.

Job Purpose:

This is a full-time, permanent position in a growing business. You will be required to service both inbound and outbound telephone calls from new and existing customers. You will be expected to match customers to insurance policies that best meets their insurance needs while driving revenue to the business through upselling and capturing cross sales.

You will also do other tasks relating to the administration of insurance policies while adhering to compliance regulations.

Hours: 9am-5pm (working remotely Mon-Fri)

Salary: Between £22,000 – £24,000 (depending on experience)

Main Duties:

  • Providing motor, household, van, and other insurance quotations to new and existing customers.
  • Ensure a high level of accuracy at all times as you will be responsible for making mid-term adjustments to policies, such as change of address, vehicle, or personal details.
  • Maintain and retain existing business.
  • Maximizing sales, selling optional extras, and setting up finance agreements.
  • Building relationships with new customers, identifying cross-sell opportunities, and generating other business opportunities.
  • Adhering to company processes and procedures, ensuring all activities are FCA compliant and meet the principles of TCF.
  • Demonstrating excellent customer service skills and dealing with customer complaints.
  • Admin tasks including sending out policy documents, verifying no claims bonuses and processing renewal invitations.
  • Liaising with our insurers and other partners to resolve queries and win sales.
  • Working towards personal, team and business performance and quality targets.
  • Acting under own initiative to solve problems and develop the business.
  • Other tasks as required by the company.

Essential Criteria:

  • 5 GCSE’s at Grade C or above (including Maths & English).
  • Cert CII qualified preferred but not essential.
  • You will need to have at least 2-3 years prior experience working in an insurance environment in a sales or customer advisory role;
  • Excellent client facing/communication skills.
  • Ability to work as part of a team.
  • Excellent IT skills including the use of Microsoft Excel and Word.
  • Ability to multi-task.
  • Ability to use initiative.
  • Ability to take direction.
  • Open GI experience.
  • Good interpersonal skills.
  • Articulate, ambitious, enthusiastic, responsible, and thorough.
  • Able to work quickly and accurately.
  • Self-motivated and able to use your initiative where possible.

Benefits: Our client offers a competitive salary dependent on experience, sales commission, performance bonus, pension, and Translink Travel to Work Scheme

If you are interested in this role and meet the essential criteria, please send an updated CV to Charlotte Murphy – REED Belfast –

Application questions
Do you have at least 2-3 years experience working in an insurance environment in a sales role?

Are you Cert CII qualitied?

Do you have 5 GCSE’s at Grade C or above including Maths & English?

Do you have Open GI experience?

Are you available immediately?

Please answer all of the application questions.
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Reference: 41127606

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