Renewal Insurance Adviser


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https://www.theyesagency.co.uk/67-renewal-insurance-adviser/general-insurance/liverpool/job2022-01-04 13:15:341970-01-01The Yes Agency
Job TypePermanent Full Time
AreaLiverpool, UKLiverpoolUK
SectorGeneral InsuranceCommercial Motor - Motor FleetCommercial Motor - Motor Trade
Salary£22,000 to £25,000
Start Date
AdvertiserYvonne Eddleston
Telephone07902556022
Job RefPA?YME2
Job Views313
Description
Renewal & Service Advisor Job Description
 
The Job:
A Customer Service & Renewal Insurance Advisor is responsible for the customer journey: in the 
first instance providing Customer Service, Renewal and Admin support connected to their insurance 
needs, be it by phone, in person, via post, e-mail, website or referrals, ensuring the Company and 
FCA rules and guidelines are followed whilst providing the best customer journey possible
What you will do:
•     Provide an excellent level of customer service (dealing with queries and 
administering policies) as a Renewal & Service Advisor offering support via the full range of 
Insurance products provided by the company in connection with customer requirements and needs for 
Adjustments, Renewals and Claims support.
•     To provide a friendly and efficient service notifying customers of all relevant 
information complying with the company and FCA requirement.
•     Plan and process renewals to efficiently control your own, and others within the 
teams, workload ensuring individual and company service standards are achieved.
•     Plan and process mid-term adjustments and customer service queries to efficiently 
control your own, and others within the teams, workload ensuring Individual and company service 
standards are achieved.
•     To achieve objectives of individual and team goals and to contribute to the team 
developing effective relationships internally and externally.
•     Make a positive input into the team effectiveness, suggesting improvements to work 
systems and processes.
•     Lead by example and be an active part of the team in achieving sales, renewals, 
service and admin
goals
•     Ensure company brand materials and working space meet and exceed company 
presentation
standards
•     Keep your product and industry knowledge relevant and up to date by undertaking 
Continuous
Professional Development
•     Adhere to both Company and FCA rules and guidelines
•     Any Ad-hoc duties that may be deemed relevant by management
 
JPIS Renewal & Service Advisor Job Description V2 May21
What you need to bring:
 
•     Product knowledge and Industry Experience
•     Motivational Skills
•     Customer Service Skills
•     Results driven
•     Self-Motivation
•     Teamwork
•     Organisation and Time-Management skills
•     Oral and Written communication skills
•     IT literate
 
Expected Behaviours:
•     Act in an honest and open manner at all times with both the customer and the firm in 
all matters
•     Have a customer focused approach
•     Ensure that business transactions are conducted in a way that is clear and 
straightforward
•     Act with integrity by demonstrating fairness and impartiality
•     To follow the firms policy on Treating Customers Fairly and the FCA Code of Conduct 
(COCON)
 
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