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Insurance Advisor
2 months ago
Job Summary:
We are seeking an experienced Insurance Advisor to join our team at Get Recruited Ltd. As an Insurance Advisor - Acturis Expert, you will be responsible for handling personal lines insurance accounts, providing exceptional customer service, and utilizing Acturis software to manage client accounts and policies efficiently.
Key Responsibilities:
- Account Management: Handle personal lines insurance accounts, with a focus on high-net-worth (HNW) clients, to provide tailored solutions and exceptional customer service.
- Customer Service: Provide support for new business and renewals, ensuring timely and efficient resolution of client queries and issues.
- Software Utilization: Utilize Acturis software to manage client accounts and policies, ensuring accurate and up-to-date information.
- Relationship Building: Develop strong relationships with clients, insurers, and service providers to negotiate favourable terms and pricing for clients.
- Process Adherence: Adhere to company processes, procedures, and broking team standards to ensure compliance and quality service delivery.
- Team Collaboration: Support and collaborate with other broking teams as needed to achieve business objectives.
Requirements:
- Qualifications and Experience: Proven experience as an Insurance Advisor, proficiency in using Acturis insurance software, strong business acumen, and ability to follow management objectives.
- CII Qualification: CII qualification or actively working towards completion.
- Technical Skills: Excellent MS Office skills, including Word, Excel, and Outlook, and strong influencing, negotiating, problem-solving, and analytical abilities.
- Personal Qualities: Adaptable, focused, and professional demeanour, confident telephone manner, and excellent communication skills.
- Commitment to Learning: Commitment to continuous learning and professional development.
Benefits:
- Competitive Salary: Competitive salary up to £30,000.
- Annual Leave: 25 days of annual leave.
- Hybrid Working: Hybrid working (remote and in-office) after probation.