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Insurance Advisor

5 months ago

Burgess Hill, United Kingdom Sutton Winson Ltd Full time

**Sutton Winson Ltd, one of the UK’s largest Independent Insurance Brokers, are seeking a Health & Protection Insurance Broker with a passion for people and customer service, to join their dynamic and successful Healthcare & Protection Team in Burgess Hill.**

**About the role**

Our Healthcare & Protection Team specialise in providing tailored Health Insurance & Protection solutions to a broad range of individual clients in the UK.

This exciting opportunity will provide you with your own, extensive portfolio. This is the perfect opportunity to continue or build a new career in the Health Insurance industry by managing client enquiries, building new business through warm leads e.g. internal and external referrals. If you are completely client-centric, with a mature and professional outlook we are keen to speak to you.

**On a day-to-day basis, you will**:

- Effectively manage your own portfolio of individual healthcare & protection clients inc. dealing with new business enquiries and renewals
- Provide advice and support with claims and queries to your clients and insurers.
- Discuss personal medical conditions and situations with clients.
- Utilise the broking system (Acturis - full training provided) to effectively manage administration, renewals & quotes.
- Develop strong relationships with clients and insurers and build your portfolio through warm leads and recommendations.

**Skills & Experience**

You’ll be the first point of contact for incoming enquiries and, at times, you will discuss personal medical conditions and situations with clients. It’s therefore essential that you are able to communicate with care and empathy and, importantly, have good listening skills.

**Must Haves**:

- Previous **client handling experience** within a finance or insurance-based role
- **Excellent customer service skills** with the ability to build and nurture relationships
- **Effective, confident and considerate communication** and an ability to adapt your communication style appropriately to your audience
- Ability to demonstrate a mature outlook with **compassion, empathy, **high levels of **integrity** and **discretion**
- Organisation, accuracy and attention to detail
- **Passion, energy** and the ambition to **succeed** and **grow**
- **Intuitive thinking** and strong decision making skills
- **A positive approach to learning**, taking on board new concepts quickly and executing them with accuracy and diligence
- **IT confidence** - experience using MS Excel, Word and Outlook and, ideally Acturis (full training provided)

**Ideal, but not essential**:

- **Previous experience working within a Health & Protection Insurance environment** with a good knowledge of Health Insurance & protection products
- **Experience of the Acturis system**

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 in return**

We love working with great people and are passionate about providing a supportive and nurturing environment. We want you to be at the top of your game, so will actively encourage regular training and personal development through online learning, peer mentoring, lunch & learn sessions and external training.

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 and competitive 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 Burgess Hill station

**Who you'll be working for**

We are a family-friendly company and are proud of putting our staff at the very core of who 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 and being:
**We are proud to be**:

- One of the UK’s largest, independent Insurance Brokers
- Investors in People Gold Award Holders
- A CII 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 and develop, progress and succeed, as well as work with a great bunch of people in a relaxed, family-friendly