Personal Lines Advisor Jobs

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...

Location

United Kingdom , Cornwall

Salary:

25000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Organised
Self-motivated
Ability to multitask
Excellent interpersonal and communication skills
Good technical knowledge – in specific areas needed e.g. Motor, home, travel

Job Responsibility

Act as a Customer Adviser on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts
Contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
Shared responsibility for achievement of the business plan and budget of the Division
Operate within the Company’s systems and procedures
Check policy documents for accuracy and breadth of cover
Provide assistance to the Claims department with any relevant claims
Update client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file

Fulltime

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...

Location

United Kingdom , Ipswich

Salary:

25000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Organised
Self-motivated
Ability to multitask
Excellent interpersonal and communication skills
Good technical knowledge – in specific areas needed e.g. Motor, home, travel

Job Responsibility

Act as a Customer Adviser on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts
Shared responsibility for achievement of the business plan and budget of the Division
Ensure operation within the Company’s systems and procedures
Check policy documents for accuracy and breadth of cover
Provide assistance to the Claims department with any relevant claims
Updating client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file
Promote and support the Division both internally and externally

Fulltime

HNW Client Handler / Client Advisor

We are seeking an experienced Personal Lines insurance professional with a passi...

Location

United Kingdom , Richmond

Salary:

35000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A technically strong understanding of Personal Lines products
Experience of using the Acturis broking system (nice to have)
Cert CII qualified or prepared to commit to your Cert journey (nice to have)
Agile and intuitive thinking
an ability to make decisions quickly and confidently
Effective organisation, accuracy, and attention to detail
Solid workload management skills
Excellent level of written and verbal communication
Ability to demonstrate exceptional levels of integrity and discretion at all times
Passion, energy, and a strong customer service ethos

Job Responsibility

Provide a positive client experience through careful and tailored communication
Manage renewals with accuracy and certainty
Confidently deal with policy adjustments, renewal invitations, and placing policies
Assist with new business and identify cross-selling and upselling opportunities
Manage your own book of business, ensuring insurance needs are met

Fulltime

Account Executive – Private Clients

Lawes Recruitment is working on behalf of a respected insurance brokerage to app...

Location

United Kingdom , Buckinghamshire

Salary:

33000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Previous experience in a personal lines insurance role (e.g. Account Executive or client-facing broker)
Working knowledge of products such as home, motor, and travel insurance
Familiarity with insurance platforms and client management systems
Understanding of FCA compliance and Consumer Duty principles
Working towards or willing to study for professional qualifications (e.g. Cert CII)
Experience in handling renewals, new business, and general personal lines account servicing

Job Responsibility

Develop and maintain strong relationships with personal lines clients, acting as their trusted advisor throughout the policy lifecycle
Handle renewals and policy reviews, ensuring timely and accurate updates to meet evolving client needs
Identify and pursue new business opportunities through referrals, networking, and warm leads
Liaise with insurers to negotiate favourable terms and present suitable product options
Ensure compliance with FCA regulations and internal standards, maintaining accurate documentation and clear communication
Collaborate with colleagues across teams to ensure seamless service delivery and a positive client experience
Stay informed on market trends, emerging risks, and product developments to provide clients with the most up-to-date advice

Fulltime

SME Commercial Insurance Advisor

Our client is seeking an experienced Commercial Insurance Advisor to join their ...

Location

United Kingdom , Wiltshire

Salary:

30000.00 - 36000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Minimum of three years' experience as a Commercial Insurance Advisor
Proven experience advising, quoting, and placing a wide range of commercial insurance products
Experience handling larger and more complex SME cases with premiums typically ranging from £1,000 to £10,000 or more
Background exclusively in personal lines insurance is not suitable for this role
Strong knowledge of commercial insurance products and underwriting processes
Excellent communication, advisory, and relationship-building skills
Ability to work effectively within a collaborative team environment
Proactive, self-motivated, and highly organised
Attention to detail in documentation and client interactions
Willingness to mentor junior colleagues while continuing personal development

Job Responsibility

Manage a portfolio of SME clients, handling policy reviews and renewals
Advise clients on commercial insurance products, including package policies, motor trade, motor fleet, management liability, cargo, and cyber
Conduct pre-renewal and market reviews to provide tailored solutions
Ensure timely renewals and compliance with regulatory requirements
Produce accurate documentation and assist with debt management processes
Collaborate with colleagues to maintain high service standards and support team objectives
Review and renew client policies to ensure coverage and compliance
Quote and place a range of commercial insurance products for SME clients
Build and maintain strong client and insurer relationships
Support and mentor less experienced team members

What we offer

Opportunities for career progression within a growing team

Fulltime

Account Executive – Private Clients

Acting as a trusted recruitment partner, Lawes Recruitment is working alongside ...

Location

United Kingdom , London

Salary:

55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience within Private Client, Mid-Market, or Emerging Wealth insurance sectors
Strong working knowledge of personal lines products relevant to HNW clients
Track record of managing client portfolios and delivering exceptional service
Experience with insurance systems and back-office platforms
Cert CII qualification or progression towards it is desirable

Job Responsibility

Manage and retain a portfolio of Private Client and HNW accounts, acting as a trusted advisor
Identify new business opportunities within the portfolio and through referrals and market engagement
Oversee renewals and policy adjustments to ensure clients’ coverage stays aligned with their evolving needs
Negotiate with insurers to secure competitive, bespoke terms on behalf of clients
Maintain full FCA compliance and uphold all internal risk and audit procedures
Collaborate closely with internal teams to deliver a seamless client experience
Keep informed on market developments to advise clients effectively and share knowledge internally

Fulltime

Vp corporate fx sales and solutions - markets

World-class solutions that are as diverse as the needs of our clients. With trad...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Degree in Business related discipline
Minimum 8+ years of experience in sales/banking
Prior experience in a markets or banking sales/coverage role
In-depth knowledge and understanding of Markets products across FX and other Solutions businesses
Working knowledge of financial accounting principles, company balance sheets and understanding of corporate finance
Strong analytical skills, with an eye for details coupled with good oral/written communication skills
Strong interpersonal skills and a good team player who is flexible and adaptable, able to work within a dynamic team
Comfortable handling multiple tasks, projects, initiatives simultaneously in a timely manner
Self motivated individual, highly resourceful
Sets and achieves results with minimum support and is decisive

Job Responsibility

Work in close liaison with the coverage banker team to deliver a coordinated business strategy across products, clients and delivery channels
Deliver best in class solutions to clients across FX, Risk Management Solutions and originate multi asset opportunities
Achieve ambitious personal and team goals in both market and wallet share from the identified client franchise, originate and execute meaningful and landmark transactions
Assist clients on non-market risk management challenges, for example, balance sheet, cash-flow/earnings risk analysis and strategic, episodic driven hedging discussions
Develop a deep and broad personal “trusted advisor” relationship with primary clients, aiming to a foster a strong relationship with key top-level decision makers
Fostering an environment of collaboration through interfacing with appropriate internal partners to enhance share of mind with clients, increase dialogue and to deliver on expertise
Strive to deliver efficient FX execution solutions and to increase E-penetration
Appropriately assess risk/reward of transactions when making business decisions
demonstrating proper consideration for the firm’s reputation
Ensure all desk activities are carried out in compliance with all applicable laws and regulations, including internal Citi policies, and to the highest ethical standards

Fulltime

Internal Sales Consultant I ALFS

At Allianz Life, we are driven by our mission – we secure your future – and by o...

Location

United States , Minneapolis

Salary:

45000.00 - 50000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

0-1 years of experience required
2-3 years of experience preferred: prior sales experience required
High School diploma required
FINRA SIE, Series 6, 63 and MN Life Insurance license passed within 90 business days
Ability to work during the hours of 7:00 am - 6:00 pm CST
Comfortable with talking on the phone as their primary activity
Ability to attend evening business functions
Potential to travel on a limited basis
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Internal Sales Consultant I on the ALFS Distributions Sales Desk for variable, and fixed indexed annuities
Provides consultative sales services via 800 line
Influence financial advisors to write Allianz business with objective of attaining sales targets through emphasis on focus firms
Collaborate with an external Retirement Consultant to build relationships with financial advisors and grow the production and the overall territory's production
Meet and exceed sales and activity performance benchmarks: Dials, Conversations, Leads, new producers, producer retention
Utilize each contact as an opportunity to gain a commitment from the advisor for business
Utilize each contact as an opportunity to build relationships and understand how to provide value to the financial professional
Utilize database and other tracking methods to track advisors' productions levels on current and proposed sales activity
Effective use of the day, inbound and/or outbound phone coverage
Be responsive and proactive in contacting current and prospective advisors in order to retain and help grow their productions with Allianz

What we offer

Comprehensive medical and dental plan options
Generous time off plan
Outstanding 401(k) company match
Award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups
Annual incentive program

Fulltime

Personal Lines Advisor

Lawes Consulting Group

Location:
United Kingdom, Buckinghamshire

Category:
Insurance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 30, 2025

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Personal Lines / Customer Service Advisor