Trainee Insurance Advisor

3 months ago


Preston, United Kingdom Elite Staffing Solutions Full time

My client is a highly reputable, leading national insurance broker looking to expand their team further due to continued growth. They are seeking an Insurance Advisor to join their successful team on a full time, permanent basis. The salary is very competitive plus bonus, dependent on experience and qualifications.

This would suit an individual with insurance experience and a dynamic and sales focused approach looking to join an exciting, buoyant business however if you are a confident communicator any back ground will be considered. The role is Monday - Friday with some Saturday mornings. If you are someone who can demonstrate drive and determination this will be perfect for you

Main duties include;
- Provide comprehensive insurance reviews for insurances with new and existing clients
- Being pro-active and analytical to maximise all sales opportunities
- Effectively utilise the company’s lead management and diary systems
- Manage key relationships that are assigned
- Arrange and attend video meetings
- Provide professional support and advice to customers ensuring high levels of service and customer satisfaction
- Facilitate all inbound quotation requests
- Manage and control all paperwork required for the client to commence cover
- Liaise with insurers and relevant parties for changes in policy cover etc.
- Ensure all sales administration, diaries, payments, post and queries are dealt with in a professional, timely manner and in line with company guidelines
- Maintain own technical competence
- Support colleagues from all areas of the business as required
- Attend industry related conferences and exhibitions
- Cert CII (desirable but not essential)
- GCSE Mathematics and English
- Desire to achieve targets
- Pro-active and analytical approach
- Excellent sales and customer care skills
- Good interpersonal and communication skills
- Ability to manage personal workload and meet deadlines
- Ability to work closely and flexibly with other team members
- Demonstrate a high level of professionalism, integrity and commitment
- Working knowledge of Microsoft packages

You will be working in a busy and friendly office with a company offering excellent benefits which include;
- 22 days holiday plus bank holidays increasing to 27 through service
- Access to employee Cashplan offering money towards health/ dental treatments
- Comprehensive support and training towards your career development
- Fully funded qualifications
- Access to hundreds of High street discounts and gym membership
- Employee Assistance Programme to support employees outside of work
- Discount on multiple insurance products

Elite Staffing Solutions are acting as an employment agency for this role.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Employee mentoring programme
- Enhanced maternity leave
- Enhanced paternity leave
- Gym membership

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Bonus scheme

Work Location: In person


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