Insurance Advisor

2 weeks ago

Poole, United Kingdom Jobshop UK Limited Full time

Insurance Advisor - Renewals

Based: Branksome

Salary: Circa £25-30K plus Team Bonus

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.

The role of the Adviser is an important sales and advisory role in the Company. The role primarily involves selling and renewing contracts of Insurance, either stand alone or as part of a portfolio, to clients within a specific company division. The Adviser will manage an existing book of business but will also be expected to assist with new enquiries to expand the Company’s client base.

Key Tasks

  • Present a professional image of oneself in line with company reputation.
  • Engage with marketing strategy
  • Assist Head of Trading to achieve renewal retention and growth targets
  • Administration of clients insurance requirements on a daily basis including general enquiries, renewals, mid term adjustments, obtaining quotations and accounting procedures
  • 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 technical 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
  • Keep up to date on Industry, Insurer and Product developments and competitor information and communicate this information to team and Management Committee
  • Any other task reasonably requested

Skills

  • Excellent sales and negotiation skills
  • Demonstrate good business sense
  • Possession of initiative and enthusiasm
  • Excellent administration skills
  • Integrity
  • Effective planning and organisational skills
  • Ability to work calmly under pressure
  • Confidentiality
  • Strong Analytical skills
  • Excellent time management skills with the ability to assess priorities
  • Excellent oral and written communication skills with the ability to professionally represent the Company
  • Higher level of interpersonal skills and self motivation - Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
  • Flexibility
  • Solution driven and creative.
  • Computer literate with thorough understanding of Company software, PowerPoint, Excel and Word.
  • Report writing

Qualifications

  • Commitment to progress towards Cert CII a necessity
  • Ideally you will have insurance experience but applications from applicants from other financial services telephone based backgrounds would be considered
  • Previous Broking experience an advantage

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