Insurance Advisor
4 weeks ago
At Brown & Brown Europe, we are seeking a skilled Personal Lines Insurance Advisor to join our team in Bridgwater. As a key member of our team, you will be responsible for providing expert advice to clients, ensuring the conversion of new business, service of existing accounts, and retention of renewals to achieve company income targets.
Key Responsibilities:- Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets and KPIs.
- Conduct thorough pre-renewal reviews and annual reviews with clients.
- Offer the most suitable policy and product through a full market review.
- Invite all Personal Lines policies in good time, in line with our operational guidance.
- Ensure policies are renewed on or before the renewal date.
- Complete all roles and tasks as required by your line manager, ensuring operational priorities and company rules, procedures, and policies for risk and compliance are adhered to.
- Manage and prioritize tasks, keeping them up to date and not overdue.
- Identify and discuss cross-sell opportunities with clients.
- Complete any necessary training and prepare for regular one-to-ones and annual year-end reviews.
- Adhere to our Training & Competency scheme and pass audits.
- Keep up to date with Continuous Professional Development Plan (CPD).
- Negotiable basic salary + bonus.
- Wide range of additional addon benefits and discounts (Pension, Holiday etc).
- Insurance broking covering either Motor and or Household risks.
- Insurance experience of handling new enquiries, renewals, and mid-term adjustments.
- Ability to identify the best policy to meet clients' needs.
- Ability to take responsibility for own performance.
- Strong verbal and written communication.
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Insurance Professional
1 week ago
Bath, Bath and North East Somerset, United Kingdom Brown & Brown Full timeJob OverviewBrown & Brown Europe is seeking a Personal Lines Insurance Advisor to join its successful team based in Bridgwater.The ideal candidate will possess insurance broking experience, specifically with motor and household risks, as well as the ability to identify the best policy to meet clients' needs.Key Responsibilities:Meet and deliver against...
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Insurance Industry Career Starter
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeJob Title: Trainee Insurance AdvisorLocation: Taunton, UKJob Summary:We are seeking a motivated and ambitious individual to join our team as a Trainee Insurance Advisor. This is an excellent opportunity for someone looking to launch their career in the insurance industry.Key Responsibilities:Build relationships with customers and understand their unique...
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Insurance Broker
2 months ago
Bath, UK, Bath & N E Somerset, United Kingdom NRG Resourcing Full timeAre you an experienced Protection Advisor looking for your next chapter?Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!** Employed or Self Employed packages available** With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge of the property market...
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Professional Financial Administrator
6 days ago
Bath, Bath and North East Somerset, United Kingdom IDEX Consulting Ltd Full timeIdeal candidates will possess 12 months+ experience in IFA administration and reside near Bath.This role involves managing calendars, scheduling client meetings, and providing proactive assistance to Financial Advisors.Key responsibilities include:Organizing meeting materials for Advisors before client interactionsRaising invoices where necessaryDatabase...
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Accommodation Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Platinum Motor Group - Škoda Bath Full timeWe are seeking an experienced Administrator to join our Service team at Platinum Motor Group - Škoda Bath. As a key member of our team, you will be responsible for making and receiving calls to Service Customers and liaising with our Service Advisors regarding customer bookings and appointments.Key Responsibilities:Providing exceptional customer service and...
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Customer Service Representative
2 days ago
Bath, Bath and North East Somerset, United Kingdom M&G Full timeWe are seeking a highly skilled Customer Service Consultant to join our dynamic team in Bath, Stirling, or Edinburgh. This exciting opportunity will enable you to deliver exceptional customer service and play a key role in ensuring the best possible experience for our advisors and customers.Company OverviewM&G is a leading financial brand that values its...
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Chief Operating Officer
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Drift Energy Full timeKey ResponsibilitiesAs the Chief of Staff at Drift Energy, you will play a crucial role in driving the company's growth and development.Key responsibilities include:Overseeing and managing corporate strategy and activities, including recruitment, people, and capabilities.Managing the phase 2 recruitment process and hiring remaining roles within 3...
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Accommodation Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Platinum Motor Group - Škoda Bath Full timeCustomer Service Administrator OpportunityWe are seeking an experienced and customer-focused Administrator to join our Service team at Platinum Motor Group - Škoda Bath. As a key member of our team, you will be responsible for providing exceptional customer service and administrative support to our Service Advisors and customers.Key Responsibilities:Make...
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Senior Private Client Advisor
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full timePrivate Client Partner RoleThis company is seeking a highly experienced Private Client Partner to join their inclusive and friendly team. As a Partner or Legal Director, the successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning, and asset protection.Key...
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Senior Private Wealth Advisor
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full timeThis role offers the opportunity to work with a supportive and inclusive firm that values its relationship with clients and referrers. As a Private Client Partner, you will be part of a team that delivers exceptional client service at all times. The successful candidate will have a varied caseload, including administration of estates, advising on...
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Chief of Operations
1 week ago
Bath, Bath and North East Somerset, United Kingdom Drift Energy Full timeKey ResponsibilitiesThe role of Chief of Staff at Drift Energy is to oversee and manage corporate strategy and activities, including recruitment, people, and capabilities, as well as financial planning.Responsibilities include but are not limited to:Managing corporate strategy and activitiesOverseeing recruitment, people, and capabilitiesDeveloping financial...
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Senior Private Client Advisor
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Gleeson Recruitment Group Full timeJob Title: Private Client PartnerJob Description:This company is seeking a highly experienced Private Client Partner to join their inclusive and friendly team in Bath. As a Partner or Legal Director, the successful candidate will have a varied caseload, including administration of estates, advising on tax-efficient wealth and business succession planning,...
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Customer Service Representative
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom ENGINEERINGUK Full timeCustomer Service RoleWe are seeking a skilled Customer Service Representative to join our team in Bath, Stirling, or Edinburgh. As a key member of our inbound contact centre team, you will be responsible for delivering exceptional customer service and support to our clients.Key Responsibilities:Maintain accurate and timely customer accounts, processing...
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Chief of Staff
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Drift Energy Full timeAbout the RoleDRIFT Energy is seeking a highly skilled and experienced Chief of Staff to join their team. As a key member of the leadership team, you will be responsible for overseeing and managing corporate strategy and activities, including recruitment, people, and capabilities activities, and financial planning.This is a highly autonomous role that...
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Chief of Staff
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Drift Energy Full time### Job Description#### About Drift EnergyDrift Energy is a pioneering green tech company dedicated to making oceans of energy a reality. We're a data-driven engineering company that operates at the intersection of deep tech, digital, and AI, with a mission to combat climate change.#### The RoleWe're seeking a highly skilled Chief of Staff to join our team....
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Chief of Medical Staff
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Story Terrace Inc. Full timeThe Company and MissionDRIFT is a pioneering green tech company dedicated to making a difference in the push towards net zero. We're passionate about technical innovation and committed to putting our experience to work in a cutting-edge company with potential for worldwide environmental impact.As a highly autonomous role, you'll influence and pioneer a new...
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Pressure Equipment Inspector
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Bureau Veritas Group Full timeTransforming the World We Live InBureau Veritas is a globally trusted inspection provider, holding several accreditations and complying with regulations including UKAS accreditation, SAFed membership, and SAFed Standard SS01 compliance.Role OverviewWe are seeking a skilled Pressure Equipment Inspector to join our team. As a Mechanical Surveyor, you will...
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Insurance Advisor
5 months ago
Bath, United Kingdom A-Plan Insurance Full timeWe are actively looking for an Insurance Advisor to join our Bath A-Plan team. This is a great opportunity to join a highly successful organisation, where you will be provided with full training on the job and the opportunity to gain industry recognised qualifications. **About you**: - You will enjoy having conversations with people, listening and building...
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Insurance Broker
2 months ago
Bath, United Kingdom NRG Resourcing Full timeAre you an experienced Protection Advisor looking for your next chapter?Mortgage referral leads, friendly collaborative team environment and Career progression opportunities!** Employed or Self Employed packages available** With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge of the property market...
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Insurance Broker
3 weeks ago
bath, United Kingdom NRG Resourcing Full timeAre you an experienced Protection Advisor looking for your next chapter? Mortgage referral leads, friendly collaborative team environment and Career progression opportunities! ** Employed or Self Employed packages available** With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge of the property...
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Insurance Broker
2 weeks ago
Bath, United Kingdom NRG Resourcing Full timeJob Description Are you an experienced Protection Advisor looking for your next chapter? Mortgage referral leads, friendly collaborative team environment and Career progression opportunities! ** Employed or Self Employed packages available** With a head office located in the heart of the beautiful city of Bath, all the advisors have excellent knowledge...
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Sales Advisor
5 months ago
Bath, United Kingdom Albaray Full timeOverview: We are seeking a passionate Sales Advisor to join our team at our brand new store in Bath. The Sales Advisor will play a crucial role in providing exceptional customer service and styling advice as well as the operational aspects of running our store. **Responsibilities**: - Communicate with customers to understand their needs and recommend...
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Customer Service Representative
5 months ago
Bath, United Kingdom Switch Advisor Ltd Full timeLooking for high motivated individuals in Bath! The Customer Servicerole comes with a combination of routes to market such as B2B, B2C, with constant development and uncapped earnings **Responsibilities**: - Converting warm and cold leads into sales through a direct sales approach. - Creating your own sales opportunities: cold leads in business to...
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Customer Service Representative
5 months ago
Bath, United Kingdom Switch Advisor Ltd Full timeLooking for high motivated individuals in Bath! The Customer Servicerole comes with a combination of routes to market such as B2B, B2C, with constant development and uncapped earnings **Responsibilities**: - Converting warm and cold leads into sales through a direct sales approach. - Creating your own sales opportunities: cold leads in business to...
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Customer Service Advisor
2 months ago
Bath, United Kingdom CV-Library Full timeDo you have excellent communication skills and inbound call centre experience? Join us at Truespeed as a Customer Service Advisor! Customer Service Advisor Bath, BA2 3DP - Hybrid working option * Full time, permanent * £25,000 - £28,000 per annum DoE + Commission * Excellent benefits package Please Note: Applicants must be authorised to work in...
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Customer Service Advisor
6 months ago
Bath, United Kingdom White Horse Employment Full timeWhite Horse Employment are delighted to be working with a fast growing and leading retail company in the historical city of Bath in Somerset. They are looking for an experienced **Customer Service Advisor **to join their friendly team and assist with their goal of ensuring excellent service standards. This position will involve delivering an excellent...
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Customer Service Advisor
6 months ago
Bath, United Kingdom White Horse Employment Full timeWhite Horse Employment are delighted to be working with a fast growing and leading retail company in the historical city of Bath in Somerset. They are looking for an experienced **Customer Service Advisor **to join their friendly team and assist with their goal of ensuring excellent service standards. This position will involve delivering an excellent...
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Customer Service Advisor
5 months ago
Bath, United Kingdom AWD Recruitment Limited Full timeCustomer Service Advisor / Contact Centre Agent / Call Centre Customer Care Representative who has a polite and professional telephone manner with good administration and communication skills is required for well-established company based in Bath, Somerset. **SALARY**: £25,000 - £28,000 per annum + Commission + Benefits **LOCATION**: Hybrid Working from...
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Customer Service Advisor
6 months ago
Bath, United Kingdom AWD Recruitment Limited Full timeCustomer Service Advisor / Contact Centre Agent / Customer Care Representative with a great combination of administrative, customer service and organisational / time-management skills, as well as a good understanding of Microsoft Office is required to join our team at Truespeed based in Bath, Somerset. **SALARY**: £25,000 - £28,000 per annum + Commission...
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Sales Advisor
6 months ago
Bath, United Kingdom H&M Full timeCompany Description Do you want to work for a company where sustainability is at the forefront in everything we do? A place where you will find endless career opportunities and the chance to explore a variety of roles across all our brands and around the globe? Do you want to join a team where you can make anything happen if you are curious and...
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Sales Office Technical Advisor
5 months ago
Bath, United Kingdom Roper Rhodes Full time**About us** Roper Rhodes is one of the UK’s leading independent suppliers of bathroom furniture and bathroom products, with over 30 years’ experience in designing and developing beautiful bathrooms. Founded in 1979 and based in Bath, the Company has grown into one of the leading players within the bathroom market. Roper Rhodes remains a family...
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Independent Living Advisor
5 months ago
Bath, United Kingdom The Guinness Partnership Full time**About the Role** We have a permanent opportunity for an **Independent Living Advisor **to join our team in Bath. Reporting to the Independent Living Manager, you will be responsible for providing an intensive housing management service to Guinness sheltered housing and extra care customers. This will include developing successful customer relationships,...
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Permanent & Temporary Sales Advisors (Part-time)
5 months ago
Bath, United Kingdom H&M Full timeCompany Description Do you want to work for a company where sustainability is at the forefront in everything we do? A place where you will find endless career opportunities and the chance to explore a variety of roles across all our brands and around the globe? Do you want to join a team where you can make anything happen if you are curious and...
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Customer Service Advisor
5 months ago
Bath, United Kingdom HSS Hire Full timeIt's an exciting time to join HSS, as we move into our next phase of growth, we have an opportunity for a Customer Service Advisor to join us in our Bath merchant store. With a variety of products across all sectors to offer our customers, a forward-thinking culture, what better time to join a dynamic organisation! If you are experienced in Sales / Customer...
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Customer Advisor
6 months ago
Bath, United Kingdom HSS Hire Full timeIt's an exciting time to join HSS, as we move into our next phase of growth, we have an opportunity for a Customer Advisor in our Builders Merchants to join us in our Bath store. With a variety of products across all sectors to offer our customers, a forward-thinking culture, what better time to join a dynamic organisation! If you are experienced in Sales /...
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Customer Service Advisor Travel Money
5 months ago
Bath, United Kingdom Sainsburys Full time**Location** - Bath Store, Sainsbury's Supermarkets Ltd Green Park Station, Bath, BA1 2DR **Hours** - Part-time **Contract-Type** - Permanent **Rate** - £11.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 219565 Help our customers holidays get off to a fantastic start, as one of our trusted Travel Money Advisors. Offering great...
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Customer Service Advisor Travel Money
6 months ago
Bath, United Kingdom Sainsbury's Full time**Location** - Bath Store, Sainsbury's Supermarkets Ltd Green Park Station, Bath, BA1 2DR **Hours** - Part-time **Contract-Type** - Permanent **Rate** - £11.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 222836 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s Bank. “Bank by...