Personal Lines Broker

• Work flexibly across all Personal Lines departments, securing renewals, processing amendments, and driving cross-sell and up-sell opportunities across all product lines.
• Demonstrate strong negotiation and sales skills to achieve and exceed targets.
• Manage renewals and client retention in line with performance and compliance standards.
• Oversee Mid-Term Alterations, renewals, account entries, claims liaison, and all related correspondence.
• Ensure all client files and records are accurate and up to date on Relay.

• Manage client relationships across departments, handling renewals, mid-term adjustments, and queries relating to Personal Lines products.
• Take ownership of delivering accuracy and quality in all work.
• Respond promptly and professionally to internal and external requests.

• Build strong relationships across teams, working collaboratively to achieve shared targets and objectives.

• Maintain full compliance with regulatory standards in all processes and client interactions.

• APA qualified (CIP preferred).
• Experience in a fast-paced environment, ideally within insurance.
• Knowledge of Relay is an advantage.
• Strong organisational skills with the ability to prioritise, multitask, and execute daily tasks effectively.
• Excellent communication and interpersonal skills, with the ability to engage both clients and colleagues.
• High attention to detail and problem-solving ability.
• Team-oriented mindset with adaptability to change and pace.
• Willingness to take on ad-hoc duties as required.

• Positive, proactive attitude with openness to evolving processes as part of a digital-first journey.
• Ability to manage workloads effectively and adapt to unforeseen demands.
• Strong personal organisation with a structured approach to time and resource management.
• Commitment to ongoing professional development.
• A customer-first approach, ensuring excellent service delivery at all times.

• Rob Cullen
• Recruitment Manager - Insurance Division

Engage People