Job Title: Insurance Specialist
About the Role
We are seeking a skilled Insurance Specialist to manage a portfolio of existing personal lines clients, handle renewals, and assist with car, home, and van insurance.
Key Responsibilities:
* Manage 60+ renewals per month by following up with clients and ensuring retention.
* Assist clients with car, home, and van insurance, providing expert advice and guidance.
* Support new business generation.
* Build strong relationships with local clients and provide exceptional customer service.
* Work closely with Personal Lines Brokers in the team to ensure seamless client support.
* Process insurance documentation, endorsements, and claims inquiries.
* Maintain compliance with industry regulations.
Requirements:
* Minimum 1 year of experience in Personal Lines insurance (Broker or Direct Insurer experience).
* APA qualification is preferred (or almost qualified).
* Strong customer service and relationship-building skills.
* Ability to work independently while being a strong team player.
* A proactive and organized approach to handling client queries and renewals.