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

New

Hybrid personal & commercial lines advisor

An expanding insurance brokerage with a strong footprint across BC is hiring a H...

Location

Canada , Langley

Salary:

50000.00 - 65000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Level 2 Insurance License
Experience in either Personal or Commercial Lines (with willingness to learn the other)
Strong foundation in insurance
Strong interpersonal and sales skills with a customer-first mindset

Job Responsibility

Manage a mixed portfolio of Personal and Commercial Lines clients
Support Commercial Lines processes including renewals, processing, and binding
Handle inbound leads from dealership partnerships and walk-in clients
Identify cross-selling opportunities across both Personal and Commercial lines
Build and maintain strong client and partner relationships
Keep accurate records using internal systems

What we offer

Commission on new business (scaled based on base salary)
Ownership of your book of business
Extended health and dental coverage
Vacation starting at 2 weeks (negotiable)
Flexible scheduling across a 7-day operation

Fulltime

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...

Location

United Kingdom , Plymouth

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Preferable experience of General Insurance or Financial Services
Insurance broking of handling new enquiries, renewals and mid-term adjustments
Ability to identify the best policy to meet clients’ needs
Ability to take responsibility for own performance
Strong verbal and written communication

Job Responsibility

Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
Ensure you carry out thorough pre renewal reviews and with your clients annually
Conduct a full market review for your client and offer the most suitable policy and product
Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
Ensure polices are renewed, on or before the renewal date
Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
Manage and prioritise your Tasks are kept up to date and not overdue
Identify and discuss with your clients cross sell opportunities
Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
Adherence to our Training & Competency scheme and pass audits

What we offer

25 days holiday + Bank Holidays
Pension
Death in Service
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)

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

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal Lines Advisor

Personal Lines / Customer Service Advisor