Insurance Advisor
2 days ago
**JOB DESCRIPTION**
**JOB TITLE**:Insurance Advisor
**ACCOUNTABLE TO**: Directors
**JOB PURPOSE**:As an Insurance Advisor you will be supporting the Mortgage Adviser team and responsible for providing advice to our Clients on life cover, critical illness, income protection, buildings and business insurance.
This job description outlines the key performance indicators of, and output required from the Insurance Advisor. It is not a definitive list and the role may well change and evolve over time.
**MAIN DUTIES AND RESPONSIBILITIES**
- Providing guidance on various insurance products such as life, home, business and income protection
- Working with Clients to determine appropriate coverage levels and options for coverage
- Research new insurance products on the market to determine if they are appropriate for the Client needs
- Selling insurance policies to both individuals and businesses
- Reviewing existing coverage to determine if it needs to be changed or updated
- Working with Clients to set up new policies and make sure they are paid on time
- Build and maintain relationships with Clients
- Meeting with Clients as and when required to discuss and/or review their insurance needs and answer any questions they may have
- Working with insurance agents or brokers to create insurance packages that meet Clients needs
- Recommending appropriate coverage limits based on an analysis of risk factors such as occupation, hobbies or family composition
- Keep detailed records
- Prepare reports for underwriters
- Advise Clients on making claims
- Take part in staff meetings as and when required
- To be responsible for your own health and safety and the health and safety of others.
- To ensure you follow the company’s policies and processes with regard to equal opportunities and discrimination
- Undertake any other reasonable duties deemed appropriate by the directors
**Salary**: £23,000.00-£25,000.00 per year
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Application question(s):
- Do you have a driving licence and access to a car?
**Experience**:
- Insurance Sales: 2 years (required)
Reference ID: RW002
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