Client-Focused Insurance Advisor

We Are Workforce Ltd; Worcester; On-site; GBP 20,000 - 26,000; Full time

Job summary

SJL Insurance Services in Worcester is seeking an Insurance Advisor to nurture relationships with an established client portfolio and provide expert guidance on insurance needs.

You will act as a trusted advisor, handle client queries and changes, and ensure the cover reflects each client’s requirements, while following internal processes and compliance standards to deliver outstanding service.

Qualifications

• Experience in a client-facing or customer support role is essential.
• Ability to build rapport and communicate clearly with clients.
• Comfort with translating client needs into practical actions.
• Strong organizational skills and adherence to guidelines.
• Desire to learn, grow, and build a long-term career in insurance.

Responsibilities

• Manage and strengthen relationships with an established portfolio of clients.
• Provide consultations and advice on insurance requirements.
• Act as a key point of contact for client queries, changes, and ongoing support.
• Understand client needs and ensure cover reflects requirements.
• Follow internal processes, guidelines and compliance standards.
• Deliver exceptional service reflecting the broker's commitment to excellence.

Skills

Office environment

Customer-facing

Communication

Needs analysis

Process-driven

Motivated

Customer service

Job description

SJL Insurance Services in Worcester is seeking an Insurance Advisor to nurture relationships with an established client portfolio and provide expert guidance on insurance needs.

You will act as a trusted advisor, handle client queries and changes, and ensure the cover reflects each client’s requirements, while following internal processes and compliance standards to deliver outstanding service.