Insurance Advisor

2 months ago

Twickenham, United Kingdom Sutton Winson Ltd Full time

**JOB SPEC**

**Position: Insurance Advisor**

**Team: Personal Lines**

**Office**: Twickenham

**Hours**: Full Time (08:45 - 17:00 Mon to Fri)

**Remuneration**:Competitive Salary, fully funded Cert CII, hybrid working (after qualifying period), health care plan, annual bonus.

**Description**

**THE ROLE**

Our Employee Benefits Team specialise in providing tailored personal insurance solutions for members of employee benefit schemes across the UK.

Looking after a large number of existing clients, including an exclusive audience of employees and pensioners of several companies such as BP, Centrica and Shell, we also have delegated authority with a number of leading UK Insurers meaning we can go beyond the traditional role of a Broker by making underwriting decisions about new business, MTA and renewals.

High retention rates of over 90% demonstrate the quality of our service delivery.

**WHAT YOU’LL BE DOING**

As a Client Handler you’ll play an integral role within the team. On a day-to-day basis, you will:

- Handle day to day enquiries, renewal inviting, retention and policy management
- Meet and develop Client’s insurance needs
- Develop new business opportunities to achieve income and retention levels
- Enhance client/ insurer relationships
- Develop book of business through upselling and cross selling
- Understand the market available to secure and retain all risks

**WHAT YOU’LL BRING**

You’ll be the first point of contact for your clients and will use this to build and manage key relationships. It’s essential that you have intuitive people skills and the confidence to deliver an amazing client experience through careful and tailored communication as well as managing renewals with accuracy and confidence.

Technically, you’ll have solid Personal Lines Insurance product knowledge, preferably in Motor and Home (although, if only Motor _or_ Home, training can be provided to fill in any gaps).

**We’re particularly looking for**:

- **A good technical understanding of Personal Lines products**, ideally Home and Motor
- **Confidence, communication and charisma**. You’ll be comfortable working alongside your Team or under your own steam and won’t be afraid to ask questions
- **Ability to effectively communicate** verbally and in writing with a wide range of people from internal colleagues to clients
- **A positive approach to learning**, taking on board new concepts quickly and executing them with accuracy and diligence
- **Organisation**, accuracy and attention to detail
- **Passion, energy** and a strong customer service ethos
- **Effective, confident & considerate communication** and an ability to adapt your communication style to your audience
- **Intuitive thinking** and quick decision making
- **IT confidence**:

- **Have a Cert CII under your belt** or at least have a keen interest in starting and committing to your CII journey

You’ll thrive on making a difference to a company, be a professional and convincing communicator, and enjoy being challenged in role that gives you balance and reward in equal measures. In return we can offer you a challenging and rewarding job within a professional, fun and relaxed working environment.

Whilst we naturally welcome professionalism, accuracy and technical ability, we put a high value on personality, team fit and the ability to make a positive difference to the team and to the wider company.

**WHAT YOU’LL RECEIVE**

You’ll thrive on being challenged in a role that provides balance and reward in equal measures and, in return, you’ll benefit from:

- A rewarding role within a supportive and fun working environment for a company with an **exceptional industry-wide reputation** for training and development
- A generous annual salary, reflective of your experience and commitment
- Annual Profit Share Bonus
- Hybrid Working (after qualifying period)
- Healthcare Insurance
- Fully funded CII pathway (including membership, study materials, exam entry and paid study leave) plus achievement awards
- Daily dress-down
- Opportunity to participate on our proactive Corporate Social Responsibility programme, including fundraising for local projects and regular support for local food banks
- Fun company events and social opportunities
- Town centre office close to Twickenham station

**WHO YOU’LL BE WORKING FOR**

We are a family-friendly company and place our staff at the very core of who we are and what we do. By championing training and development, we aim to get the best out of everyone we work with by going above and beyond. We are proud to be:

- One of the UK’s largest, independent Insurance Brokers
- Investors in People Gold Award Holders
- A CCII Chartered Broker
- A Top 5 Broker to work for
- A people-centric employer with strong values
- A company that actively encourages and sponsors continual personal development

**APPLY**

A role with Sutton Winson will offer you the opportunity to learn, develop, progress and succeed as we

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