Insurance Professional

1 week ago

Totnes, Devon, United Kingdom Ecclesiastical Insurance Group Full time
About the Role

We are seeking an experienced Insurance Adviser to join our team in Totnes. This role will involve dealing with both renewals and new business, making it an ideal opportunity for a driven insurance professional looking for a new challenge.

Naturesave Insurance is the UK's leading green and ethical insurance provider, whose activities fund an environmental charity, The Naturesave Trust. Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key Responsibilities
  • Achieve individual objectives and key performance indicators as set and agreed
  • Provide professional support and advice to clients ensuring high levels of service and client satisfaction
  • Answer client queries, deal with renewals and mid-term adjustments in a professional and timely manner
  • Be proactive making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly
  • Deal with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested
  • Ensure all policy administration is dealt with in a professional and timely manner
  • Focus on timely collection of client money in accordance with company procedures
  • Adhere to all Company, regulatory and compliance guideline requirements
  • Be professional when representing the Company at external events such as conferences and client visits (if required)
  • Maintain and develop own technical competence
  • Support colleagues from all areas of the business as required
Knowledge, Skills and Experience
  • Proven experience of the UK Insurance Industry
  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Ability to provide holistic advice based reviews and recommendations to clients
  • Tenacious and motivated towards meeting and exceeding sales targets
  • Ability to work in a regulated, compliant and client-focused environment
What We Offer
  • 28 days annual leave plus bank holidays
  • Your birthday off
  • Group Personal Pension
  • Bonus scheme
  • A holiday buy scheme
  • An array of health and wellbeing benefits, company cash plan, income protection and life assurance
  • Enhanced sick pay and parental leave
  • Support and funding towards study and professional qualifications
  • Paid time off for volunteering

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