Commercial Insurance Advisor

JR United Kingdom; Belfast; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Commercial Insurance Advisor to provide tailored insurance solutions to businesses. In this dynamic role, you will engage with clients to assess their insurance needs and develop customized policies that cater to their unique requirements. You will also provide ongoing support, ensuring client satisfaction and retention while contributing to the company's growth. This position offers an exciting opportunity to leverage your analytical and communication skills in a rewarding environment. Join a team that values creativity and client relationships, and make a significant impact in the insurance sector.

Benefits

Healthy Bonus Scheme

Employee Assistance Programme

Private Health Care

Pension Scheme

Qualifications

• 1 year of Commercial Insurance experience or 3 years of Personal Lines experience required.
• Must undertake relevant customer service and insurance training.

Responsibilities

• Assess clients' insurance needs and develop customized policies.
• Educate clients on insurance options and provide ongoing support.
• Meet sales targets and comply with regulatory requirements.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Sales Skills

Attention to Detail

Organizational Skills

Education

GCSE including Maths and English

Tools

Microsoft Office

Job description

As a Commercial Insurance Advisor, you will be responsible for providing insurance advice and solutions to businesses of all sizes. You will work closely with clients to understand their needs and develop customised insurance policies that meet their unique requirements.

Benefits:

• Healthy Bonus Scheme
• Employee Assistance Programme
• Private Health Care
• Pension Scheme

Minimum Requirements:

• Educated to GCSE standard including Maths and English (or equivalent, at a grade C or above)
• Must have 1 year's Commercial Insurance experience or 3 years Personal Lines experience
• Has undertaken (or is willing to undertake) relevant customer service and insurance training
• Good keyboard skills and knowledge of Microsoft Office email and internet
• Strong analytical and problem-solving skills with the ability to develop creative solutions to complex problems
• Excellent communication and interpersonal skills with the ability to build strong relationships with clients
• Ability to work independently and as part of a team with a strong sense of ownership and accountability
• Good track record of meeting or exceeding sales targets
• Strong attention to detail and organisational skills

Responsibilities:

• Assess and understand the insurance needs of our clients including risks and coverage options
• Develop customised insurance policies that meet the unique requirements of each client
• Educate clients on insurance options and make recommendations based on their specific needs
• Provide ongoing support to clients including mid-term adjustments, claims management, and policy renewals
• Build and maintain strong relationships with clients to ensure their long-term satisfaction and retention
• Stay up-to-date with the latest industry trends and changes in insurance policies and regulations
• Meet or exceed sales targets and contribute to the growth of the company's book of business
• Comply at all times with the requirements of the firm's own procedures, the Financial Services and Markets Act 2000, and FSA regulations
• Follow at all times the firm's policy on Treating Customers Fairly
• Maintain professional competence by complying at all times with the Training and Competence procedures of the firm
• Maintain customer records accurately and securely in accordance with the firm's own record keeping requirements and following data protection rules
• Undertake all other duties as reasonably required and directed