Insurance Advisor (Renewals and Retention)

Insurance Advisor (Renewals and Retention) Birmingham, England

Wesleyan
Full Time Birmingham, England 22000 GBP ANNUAL Today
Job description

We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists and teachers, and have been doing this since 1841. Our customers are extraordinary - the people who shape the world we live in for the better. We chose to shape our world around the exceptional.

We currently employ around 1400 people, and our success comes from a history of evolving to embrace new challenges. Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you’ll fit right in and have a voice here.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options. We also support hybrid ways of working, where you can split your week working from home and our iconic Birmingham city centre.

About the role:

An exciting opportunity has arisen within Wesleyan’s General Insurance Retention/Renewals team for a General Insurance Consultant. The role is telephony based and will include handling both inbound and outbound customer calls in relation to home, motor, and travel insurance.

Responsibilities include:

  • Provide tailored advice to renew Motor/Home/Travel Insurance via inbound and outbound calls.
  • Handle both inbound and outbound telephone calls from new and existing customers ensuring all customer requests/queries/changes are dealt with in a timely manner.
  • Ensure all customer documentation is accurate and sent out within agreed timescales.
  • Deliver retention/renewal income targets and be responsible for generating leads and cross selling related products.
  • Administer changes to policies which includes recalculating premiums and updating payments.
  • Compliance with regulatory and standards frameworks as set by the business, as well as Financial Conduct Authority, General Data Protection Act, etc.

What we’re looking for:

  • Previous home/motor insurance experience.
  • Previous telephony/outbound experience.
  • Exceptional customer service skills.
  • Understanding of delivering an advice-based service.
  • Understanding of financial services.
  • Understanding of insurers and insurance brokers.

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

The financials on offer:

  • Annual salary of up to £22,000 per annum (dependent on experience), reviewed annually
  • Annual Performance based Bonus
  • A great pension scheme – company matched plus 2% (up to 10%)
  • When you’re working in the office, we’re based on Colmore Circus Queensway in Birmingham
  • Close to rail links: 0.1 mile from Snowhill and 0.5 mile from New Street
  • Free onsite car parking available (bookable in advance to secure your spot)
  • We operate truly flexible working – keep a healthy work-life balance with days from home and in the office

Reward and Recognition (The core benefits you’d probably expect)

  • 25 days holiday plus bank holidays (rising to 28 days with service anniversaries).
  • Buy extra holiday days or sell holiday you don’t need.
  • Life assurance – worth four times your base pay
  • Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme plus others
  • Discounts – across major brands in retail, health, wellbeing and leisure.
  • Employee assistance programme – we help you, take care of you

Flexible & Inclusive (The extras you might be surprised by):

  • Culture day- an additional day off to utilise in any way you personally choose
  • Volunteering days – 2 paid days per year
  • Health checks – access to unlimited video GP consultations
  • Enhanced Maternity Pay: 16 weeks at 100% average earnings (decreasing over time)
  • Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks
  • Menopause Support Plans
  • Access to Mental Health First Aiders
  • Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)

Why Wesleyan?

  • We are committed to the personal and professional growth of our people: across 2021 and 2022 so far, of the circa 850 roles we’ve offered, 29% of these went to internal colleagues to further their careers
  • The Wesleyan Foundation- we’ve donated over £4.3 million to worthy causes across the UK.
  • We are committed to continuing to understand and improve the impact we have on society and our environment. Sustainability at Wesleyan.
  • Supporters of the Women in Finance Charter and a founding member of the Women in Business network
  • Stonewall Bronze Award
  • From our most recent Employee Survey, 75% of our people see their colleagues as friends
  • Here’s what our people say about us: EVP (INT) - Why do you like working at Wesleyan?

We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Job Types: Full-time, Permanent

Salary: Up to £22,000.00 per year

Benefits:

  • Casual dress
  • Company pension
  • Financial planning services
  • Free parking
  • On-site parking
  • Paid volunteer time
  • Sick pay
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Work authorisation:

  • United Kingdom (required)

Work Location: Hybrid remote in Birmingham, B4 6AR

Reference ID: GI - Retention

Insurance Advisor (Renewals and Retention)
Wesleyan

wesleyan.co.uk
Birmingham, United Kingdom
Mario Mazzocchi
Unknown / Non-Applicable
1001 to 5000 Employees
Self-employed
Investment & Asset Management
Finance
1841
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