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Insurance Advisor

4 months ago

Coventry, United Kingdom Insurance Recruitment Services Full time

Our client is looking to recruit an Insurance Advisor to join their team in Coventry. Your role will be to provide clients with appropriate solutions to their insurance requirements: this involves dealing with clients over the telephone and in person to provide insurance quotes and client administration, through the selling and/or servicing of insurance policies.

Role / Duties:

  • To deal with customer sales enquiries and provide a suitable quotation to clients over the telephone, and in some cases face to face
  • Contribute to the overall team sales target and/or objectives through the selling and/or servicing of policies ; this may include policy renewals
  • To ensure all client documentation is issued correctly and internal records kept up to date
  • Provide the level of customer service required by both the insurer and the company
  • To be available to provide levels of cover for inbound enquiries at all times, i.e. telephone call handling
  • To assist where possible in the support of the team and Department, i.e. providing administration support which may include scanning, processing post, cover note issues and marketing activities
  • Keep up to date with developments in product and market changes in accordance with current market trends and also scheme facilities.
  • Actively cross sell across the company
  • Processing mid term adjustments and inviting renewals
  • Keep Team Leader up to date with all developments

Skills:

  • Use of company IT systems
  • Administration
  • Sales and advisory techniques
  • Working in teams
  • Customer service

The Person:

  • Principles of insurance
  • Understanding of relevant insurance products
  • Understanding of key product features
  • FSA Compliance Manual principles
  • Personnel and office procedures
  • Must have 12 month insurance experience

How to apply:

To apply for this role, please forward your CV in confidence quoting reference KD Alternatively, if you would like more information about this exciting opportunity please contact a member of our team. Due to the high volume of applications that we receive, if you do not hear from us within 7 days unfortunately your application has been unsuccessful.