Insurance Policy Advisor

1 month ago

Winchester, Hampshire, United Kingdom City Insurance Group Full time
Insurance Broker - Non Standard Technical Motor

Job Summary:
As an Insurance Policy Specialist at City Insurance Group, you will be working in a fast-paced environment dealing with referrals and quotes for car and van insurance that are non-standard. Your role will involve supporting the team with knowledge and obtaining quotes from our off-screen insurer partners. You will be responsible for contacting clients with our best quotes and referring results back to team members. You will also deal with enquiries and provide a Can Do attitude aiming to impress and please our clients.

Main Duties and Responsibilities:

  • Selling, advising, and arranging personal lines insurance
  • Demonstrating a positive, enthusiastic attitude towards clients and recognising the importance of being a team player
  • Understanding clients' needs and requirements and working to impress them with knowledge and helpful attitude
  • Providing client service in line with company policies and internal compliance
  • Understanding the scope of products we deal with representing over 30 different insurers
  • Being a point of contact for clients' needs and dealing with these requirements to successful outcomes
  • Maintaining a good level of personal smartness and presentation
  • Actively following company policies and complying with data protection
  • Contacting clients for required information, payment, and supporting documents to fulfil validation requirements
  • Completing accurate records and computer files, diaries, journals, and ensuring others can follow notes and history
  • Attending staff meetings and training as required
  • Following instructions from managers and attending to jobs required

Essential Skills:

  • Good standard of education
  • Good proven sales skills
  • Good oral and written communication skills
  • Patience, politeness, and professionalism in a busy environment
  • Ability to multi-task and prioritise
  • Ability to communicate with both clients and colleagues at all levels of seniority
  • Liaise effectively with other internal departments and external insurers
  • Confidence to deal with difficult situations and seek guidance from managers when appropriate
  • Good team working skills and ability to work with minimal supervision
  • Desire to gain full understanding of products and processes and complete CPD (Continuous Professional Development)
  • Computer skills - Word and Excel
  • Understanding of the Data Protection Act
  • Empathy and a caring attitude

Desirable:

  • Previous experience in the car insurance sector
  • Previous experience in banking or retail
  • Understanding of cars
  • Call centre experience
  • Ability to problem solve
  • Good understanding of maths and percentages

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