Insurance Advisor

Job description

Job Description:

We are seeking a full-time Insurance Advisor to join a busy and driven insurance brokerage team. This role offers the chance to work closely with individuals across a range of personal insurance areas. The insurance advisor will play an important part in helping people protect what matters most to them, while also supporting the growth of the business.

The position requires strong communication skills, attention to detail, and a commitment to delivering clear and helpful advice. If you enjoy working in a fast-paced environment and building long-lasting relationships, this could be a great fit.

Key Responsibilities:

• Promote and generate new business across personal insurance lines such as motor, home, farm, van, health, and marine.

• Handle policy questions and process changes to meet the needs of existing policyholders.

• Support the annual renewal process to help maintain long-term relationships.

• Manage daily administrative tasks related to personal insurance policies.

• Identify opportunities to offer additional insurance products by asking about other needs.

• Deliver a positive experience through clear communication and friendly service.

• Work closely with the team, staying flexible to meet targets and deadlines.

• Follow all regulations and guidelines, including CBI, CPC, GDPR, and internal policies.

• Assist customers both face-to-face and by phone, providing reliable support.

Skills & Experience:

• Experience and knowledge in personal insurance is essential.

• APA in insurance or CIP qualifications are a plus.

• A strong focus on customer care and service is important.

• Good communication and interpersonal skills are required.