Business Insurance Advisor

The Ardonagh Group; Norwich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company in Norwich seeks an experienced Insurance Advisor to manage client relationships and provide tailored insurance solutions. The ideal candidate has a background in the insurance industry, particularly within commercial lines, and possesses strong analytical and interpersonal skills. The role offers opportunities for professional development and a supportive work environment, along with a competitive benefits package.

Benefits

26 days holiday plus bank holidays

Professional development opportunities

Pension scheme

24-hour wellbeing support

Paid volunteering day

Community charity support

Qualifications

• Some insurance experience in a broking environment is essential.
• Experience within commercial lines is preferred.
• Ability to demonstrate integrity in a regulated environment.

Responsibilities

• Support the Account Executive in managing client accounts.
• Ensure compliance with FCA regulations and company procedures.
• Maintain high customer service levels and promote exceptional care.

Skills

Client relationship management

Insurance industry knowledge

Proactivity

Analytical skills

Team collaboration

Education

Open GI experience

CII or ACII qualifications

Job description

We’re on the hunt for a talented Insurance Advisor who uses their knowledge and experience of the Insurance Industry to build strong, trusted, and profitable client and customer relationships. This role can be undertaken in either our Haverhill or Norwich offices.

So, what does the role of an Insurance Advisor here involve?

This role will be made for you if you love fostering relationships and offering a comprehensive service to commercial clients to find the right Insurance products to fit their needs.

Our Insurance Advisors are excellent at quoting and placing cover when instructed, inviting and binding renewals, dealing with mid-term adjustments, broking client requirements within the insurance market and providing assistance in all areas for your Account Executives, when appropriate.

You will work independently and manage client requirements within the scope of a busy client book that spans all business sectors and classes of commercial insurance. This may include client contact and visits.

What you will do

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager, you will develop your own objectives but focus on all the following and more:

• Support your Account Executive in all areas of managing the client accounts.
• Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work in relation to:
  • New business
  • Renewals
  • Mid Term Adjustments
  • Queries
  • Premium financing arrangements
  • Cover note issuance
• Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual.
• Handle any complaints in accordance with company procedures and regulatory requirements.
• Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required.
• Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
• Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance within efficient timeframes.
• Manage and control an effective client diary management system.
• Promote and increase the use of in house premium finance, from insurer schemes.

What experience does our Insurance Advisor need?

It’s essential that you have some insurance experience gained ideally in a broking environment and preferably within commercial lines as you will be offering a complete commercial lines experience to existing customers. It would be a bonus if you have experience using Open GI and any relevant qualifications, although we offer plenty of opportunity to gain these once you join us.

The rest is all about you as a person;

• Most important is your ability to bring your best self to work every day to give our clients the best possible experience.
• Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business.
• An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way.
• Be able to challenge difficult tasks/situations and have a practical, forward-thinking outlook.
• Engage active listening skills, be willing to learn and recognise when to ask for support or guidance.
• Have a keen interest in pursuing professional qualifications.
• Always demonstrate integrity, not only is this essential within a financially regulated organisation, it’s also the right way to be.

In return you will be welcomed and supported by our Ardonagh family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Ardonagh family
• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects
• Pension scheme for when you feel it’s time to retire
• 24-hour support for you and your families physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community
• The Spotlight Awards, where we shine a light on the brightest talent across our group

#AIB

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here here to see our standard benefits page