Insurance And Investments Advisor

1 month ago


Reading Berkshire, United Kingdom Brave Human Capital Group Full time

The Company

Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.

The Role

Our client has a fantastic and exciting opportunity for an Insurance and Investments Advisor to join their team You will be responsible for providing the highest possible level of service to existing and potential clients of the agency. Taking the time to fully understand their needs, probe for gaps in existing covers, and ensuring that you are always protecting their current and future interests in the way that best suits their personal circumstances.

Responsibilities:

Answering calls and dealing enquiries that are sent in by phone, email, website enquiries and letters.
Dealing with claims enquiries and handling complaints.
Generating leads and new business through consistent cross selling, customer service and proactive campaign calls.
Probing for gaps in cover that could leave a client open to a claim and making relevant recommendations to ensure that they are fully protected.
Providing quotations for various covers, processing midterm adjustments and changes to client records and policies.
Attending ad-hoc training, events and trade shows. Requirements

Skills and Requirements:

Excellent communication skills both verbal and written.
Good organisational skills and the ability to manage a busy workload and prioritise tasks.
Minimum GCSE C grade (or equivalent) in Maths and English.
Demonstrate problem solving ability, good attention to detail and willingness to use own initiative and judgement.Benefits

Benefits:

Continuous opportunity for career progression and further qualifications
Pension Contributions & Employee Benefits Schemes
Supportive and friendly working environment #J-18808-Ljbffr

  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role ...


  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role ...


  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role Our...


  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role Our...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The CompanyOur client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.The RoleOur...


  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. Our client has a...


  • Reading, Berkshire, United Kingdom Brave Human Capital Group Full time

    Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. Our client has a...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role Our...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The CompanyOur client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.The RoleOur...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role ...


  • Reading, Reading, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role ...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The Company Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. The Role ...


  • Reading, United Kingdom Brave Human Capital Group Full time

    The CompanyOur client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.The RoleOur...


  • Reading, Reading, United Kingdom Brave Human Capital Group Full time

    Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business. Our client has a fantastic...


  • Reading, United Kingdom Towergate Health & Protection Full time

    **Insurance Telesales Advisor - Hybrid in Winnersh** **Up to £25,000 p/a + quarterly bonus.** Are you target driven and want a sales career within the Insurance Industry? Then come join us as an Insurance Telesales Advisor within our friendly team based in Winnersh. Joining us as an Insurance Telesales Advisor you’ll work just 35 hours per week, Monday...


  • Reading, United Kingdom MotorEasy Full time

    **GAP Insurance Claims Advisor** Are you eager to progress your insurance claims career with motorists nationwide? We’re looking for hard-working, reliable, and self-motivated individuals with excellent spoken communication to join our growing repairs team based in our Reading offices. **About MotorEasy** MotorEasy is the smart way to run your car...

  • Insurance Advisor

    19 hours ago


    West Berkshire, Berkshire, United Kingdom myGwork Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People...

  • Insurance Advisor

    23 hours ago


    West Berkshire, Berkshire, United Kingdom myGwork Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People...

  • Investment Consultant

    3 weeks ago


    Reading, United Kingdom Lomond Property Group Full time

    **Company**: Property Development Firm (With a Twist!) Greetings, ambitious job seekers! Are you ready to embark on a thrilling adventure with a property development firm that's not your ordinary, run-of-the-mill company? We're not just building structures; we're creating dreams, revolutionizing healthcare, and transforming the concept of retirement living....


  • West Berkshire, Berkshire, United Kingdom myGwork Full time

    This inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. That's what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you'll find like-minded people driving change at Howden. ...