Insurance Solutions Specialist

1 week ago


Marlow, United Kingdom Brave Human Capital Group Full time

Role Overview


We are seeking a skilled Commercial Account Manager to join our team at Brave Human Capital Group in Reading. As an Insurance Solutions Specialist, you will be responsible for managing existing client portfolios and promoting our range of insurance products.



About the Role


You will review and identify commercial insurance needs for clients, advising on suitable products and transacting business compliantly within FCA requirements. This will involve reviewing existing policies via email, phone, and in-person discussions, as well as cross-selling our full range of products, including financial services and risk management services.



Your Responsibilities


- Reviewing and identifying commercial insurance needs of existing clients and advising on suitable products
- Transacting business compliantly and within FCA requirements with a customer-centric approach
- Undertaking reviews of existing policies via email, phone, and in-person discussions
- Cross-selling our full range of products, including financial services and risk management services
- Growing a profile and reputation within the office for advising corporate businesses and delivering effective insurance solutions
- Effectively managing your time to balance client reviews, pre- and post-review work, and other responsibilities



Requirements


- Previous B2B experience is essential.
- Experience working in insurance/financial services is desirable but not essential.
- Excellent communication skills, both verbal and written.
- Good organisational skills and the ability to manage a busy workload and prioritise tasks.
- Minimum GCSE C grade (or equivalent) in Maths and English.
- Ability to demonstrate problem-solving skills, good attention to detail, and willingness to use initiative and judgement.



Working with Us


Our company is one of the most trusted organisations in the insurance industry, renowned for excellent products and best-in-class customer service. We have been serving our clients for over a century from local offices, putting community at the heart of our business.



Salary Information


The salary for this role is estimated to be around £35,000 to £38,000 per annum, depending on experience.



Benefits


We offer a supportive and friendly working environment, continuous opportunities for career progression and further qualifications, pension contributions, and employee benefits schemes.



Location


This role is based in Reading, Berkshire.



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