Personal Lines Advisor Job at Lawes Consulting Group (Buckinghamshire)

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

Personal Line Insurance Advisor

We are seeking a highly motivated and dependable individual to join a leading na...

Location

Canada , Happy Valley-Goose Bay

Salary:

40000.00 - 52000.00 CAD / Year

Randstad

Expiration Date

March 02, 2026

Requirements

Strong sales acumen
Excellent customer service personality
Financial background
High School Diploma or Post-Secondary Education
Willingness to dedicate two weeks to study and obtain the Newfoundland General Insurance License
Proficient in MS Office (Word, Excel, Outlook)
Comfortable rapidly adapting to new technology platforms (Broker Management Systems)
Demonstrated 'Can Do' attitude with ability and motivation to successfully upsell and cross-sell policies
High reliability, availability, and accountability
Proven ability to handle multiple priorities and transition smoothly between tasks under stress

Job Responsibility

Actively upsell and cross-sell insurance packages (home and auto) to existing clients
Draw new business into the office
Participate in community promotion and potential cold-calling efforts
Serve existing policies, conduct needs assessments, process renewals, and handle retention calls
Write new policies, seek underwriting approval, and communicate with Underwriters and Adjusters to discuss guidelines and policy changes
Maintain the office operations
Utilize broker management systems (like EPIC) and specialized databases to accurately process changes, issue certificates, and maintain records
Answer and manage a high volume of approximately 12–15 inbound calls and walk-in clients per day, aiming to answer calls within 20 seconds

What we offer

Performance-based bonus component
Registered Retirement Savings Plan (RRSP) with a generous company matching program
Full Licensing Provided: We cover and pay for the 2-week licensing program and Newfoundland General Insurance License exam (one re-write instance may be available)
Comprehensive Training: Access to a 6-week Foundation Program for hands-on, full-cycle insurance training
Strong sales incentive and bonus structure
Access to flexible health/dental benefits
3 weeks vacation + 3 personal days
Company matching on the Employee Share Purchase Plan (ESPP)
Long-term permanent role with a nationally recognized firm (subsidiary of Intact)
Opportunity to be the local expert and actively participate in community events

Fulltime

Sales Advisor - Motor Insurance

As a Sales Advisor, you'll be the first point of contact for customers, guiding ...

Location

United Kingdom , Glasgow

Salary:

28000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experienced in motor insurance or personal lines
A strong communicator who enjoys helping customers
Target-driven, confident, and motivated
Highly organised with excellent attention to detail
Comfortable using digital systems and managing multiple enquiries

Job Responsibility

Providing accurate advice and quotes for new and existing customers
Managing policy administration including new business, renewals, and mid-term adjustments
Delivering friendly, efficient, and compliant service
Supporting the team in achieving sales and service KPIs
Suggesting process improvements to enhance customer experience and performance

What we offer

Generous performance-related bonus
Death in Service plan (post probation)
Private Medical Cover (post probation)
Friendly and supportive team environment
Workplace pension
Funded insurance qualifications
Wellbeing support
Access to discounted online marketplace

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

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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