Insurance Advisor

Insurance Advisor Stevenage, England

Edward Douglas
Full Time Stevenage, England 28000 - 30000 GBP ANNUAL Today
Job description

Job details:

  • Title: Insurance Advisor/Client Service Advisor
  • Location: Stevenage
  • Working hours: Monday - Friday, 9am - 5pm
  • Salary: £28,000 - £30,000 per annum plus bonuses

Benefits:

  • 28 days annual leave plus bank holidays
  • Laptop provided
  • Birthday off
  • Sports and social events
  • Bonuses
  • Hybrid working

Responsibilities:

  • Collaborate with Line Manager and team to meet retention and income targets, service KPIs, and workflow standards.
  • Serve as the Line Manager's deputy.
  • Proactively and responsively handle client renewals, promoting key selling features and maintaining effective communication with insurers Send out renewal invitations.
  • Provide professional support and guidance to clients throughout their policy's life cycle, ensuring high levels of satisfaction.
  • Manage policy administration in a timely and professional manner.
  • Underwrite scheme policies within the prescribed authority level and referral guidelines.
  • Maximize all business opportunities, advising clients on alternative products, identifying potential gaps in cover, and promoting insurance reviews.
  • Check, process, and issue new policies.
  • Comply with all Company, regulatory, and compliance guideline requirements.
  • Maintain technical proficiency.
  • Support colleagues across different areas of the business as needed.
  • Assist in maintaining, monitoring, and driving core KPIs, processes, and functions directly linked to team success.
  • Coach and develop team members.
  • Handle a variety of complex tasks and policy referrals.
  • Be proactive and analytical in day-to-day tasks and when working with the management team.
  • Participate in projects assigned by line managers or senior management team.
  • Maintain technical competence with an in-depth knowledge of all applicable products, market trends, and underwriting guidelines to efficiently handle referrals and complex work.

Skills & Behaviours:

  • Capable of fostering a creative and effective environment within the team, focused on delivering high-quality service and improving efficiency
  • Confident in building strong relationships with clients over the phone.
  • Skilled in working within a regulated, client-focused environment while maintaining compliance standards.
  • Organised, resourceful, and deadline-driven, with a supportive approach to working with colleagues.
  • Detail-oriented with a focus on producing high-quality work.
  • Motivated to take on new challenges and proactively shape outcomes to achieve desired results.
  • Proficient in using IT and analytical tools to support job tasks.
  • Possession of a Chartered Insurance Institute Certificate in Insurance is a requirement for this role.

For more information, please apply with your CV and we will contact you shortly.

Job Types: Full-time, Permanent

Salary: £28,000.00-£30,000.00 per year

Benefits:

  • Free parking

Schedule:

  • Day shift
  • Monday to Friday

Work Location: One location

Reference ID: INS72

Insurance Advisor
Edward Douglas

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