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Financial Services Advisor

2 months ago


Ipswich, Suffolk, United Kingdom Employment Specialists Ltd Full time

Job Summary: We are seeking a highly skilled Insurance Advisor to join our team at Employment Specialists Ltd. As an Insurance Advisor, you will play a crucial role in providing expert advice to customers regarding their insurance needs.

Key Responsibilities:

  • Provide expert and prompt advice to new and existing customers regarding their insurance needs, handling adjustments, renewals, and any other queries.
  • Provide quotations and arrange new business via computerized rating guides.
  • Maximize sales opportunities to include cross-selling and dealing with prospects efficiently and effectively.
  • Provide the highest standards of customer care, service, and client retention.
  • Ensure best practice in line with current legal and regulatory requirements.

Requirements:

  • Confidence and experience with Personal Lines Insurance Policies with an insurer or a broker.
  • Excellent communication skills to develop and maintain relationships with new and existing clients.
  • Ability to work in a hybrid environment, from the office and home, Monday to Friday, 9am to 5pm.

Company Benefits:

  • Holiday allowance of 23 days (pro rata) plus Bank Holidays, increasing by length of service.
  • Company Pension Scheme.
  • Life Assurance.