Personal lines Insurance Adviser

Personal lines Insurance Adviser Job Description Template

Our company is looking for a Personal lines Insurance Adviser to join our team.


  • Make sure new business and renewals are processed in accordance with FCA guidelines/timescales;
  • To promote my clients’ broker at all times;
  • Provide excellent customer service at all times in accordance with our written guidelines;
  • Provide administration support in all areas of new business, adjustments and renewals;
  • Manage and prioritise day to day workloads.


  • Accuracy of work and ability to work under pressure;
  • Knowledge of insurers practice and procedures;
  • Knowledge of customer finance options;
  • Keyboard Skills;
  • Resourcefulness to find answer/interpret policy wordings if answer not immediately apparent;
  • Ability to prioritise work effectively;
  • Must have excellent telephone manner;
  • Ability to work alone and as part of a team;
  • Knowledge of the various products underwriting, and processes involved in insurance broking (i.e. home, motor and property owners);
  • General experience in personal insurance, brokers systems and practices (e.g. underwriting, claims, accounts, etc);
  • Working knowledge of the different insurance companies and the way they function.