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Insurance Advisor

Jobshop UK Limited
Posted 18 hours ago, valid for 22 days
Location

Bournemouth, Dorset BH89BJ, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity has arisen to join a growing Insurance company with a focus on customer service and professional development.
  • Candidates should have a commitment to progress towards the Cert CII qualification and possess excellent customer service skills.
  • The role involves administration of insurance requirements, producing high-quality reports, and liaising with insurers to meet client needs.
  • The position offers full training and is part of a small team in a friendly office environment, ensuring high-quality client documentation and relationships.
  • The salary for this role is competitive, and applicants are expected to have at least one year of relevant experience.

An exciting opportunity has arisen to join a growing Insurance company. You will be given full training and will hold an important role in a small team, working in a friendly office environment.

You will be responsible for providing excellent customer service to existing clients and helping with any new enquiries. You will be expected to deliver effective, quality advice, combined with a commitment to own professional development.

The role will involve working closely with other areas of the business to ensure effective achievement of overall company objectives.

You will deliver a high level, quality customer experience but will ultimately be part of the front line in terms of achieving customer expectation and managing the client relationship throughout the policy year.

Key Tasks

  • Administration of insurance requirements
  • Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
  • Produce high quality Broking submission reports and broke risks to the Insurance market demonstrating effective negotiation skills.
  • Ensure high quality client documentation is produced and provide to clients.
  • Liaise with insurers and other third parties regarding client’s insurance needs building effective business relationships.
  • Provide support to colleagues on request.
  • Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
  • Adhere to FCA regulations and requirements.
  • Comply with company procedures and policies
  • Comply with the requirements of Training and Competence scheme
  • Embrace, promote and comply with company values
  • Any other task reasonably requested

Skills

  • Excellent customer service skills
  • Possession of initiative and enthusiasm
  • Excellent administration skills
  • Effective planning and organisational skills
  • Ability to work calmly under pressure
  • Excellent time management skills with the ability to assess priorities
  • Ability to professionally represent the Company
  • Computer literate

Qualifications

  • Commitment to progress towards Cert CII a necessity
  • Excellent understanding of insurance

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.