Commercial Insurance Advisor

Oakland Insurance; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance company in Belfast is seeking a Commercial Insurance Advisor. You will provide tailored insurance solutions to businesses, ensuring client satisfaction and retention. The role requires strong analytical and communication skills, with a commitment to professional development and compliance with industry regulations. Join a dynamic team focused on growth and client success.

Benefits

Healthy Bonus Scheme

Employee Assistance Programme

Private Health Care

Pension Scheme

Qualifications

• 1 year Commercial Insurance experience or 3 years Personal Lines experience.
• Willing to undertake relevant customer service and insurance training.

Responsibilities

• Assess and understand the insurance needs of clients.
• Develop customized insurance policies for each client.
• Build and maintain strong relationships with clients.

Skills

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Organizational Skills

Education

GCSE including Maths and English

Tools

Microsoft Office

Job description

2 months ago Be among the first 25 applicants

Direct message the job poster from Oakland Insurance

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

• Healthy Bonus Scheme
• Employee Assistance Programme
• Private Health Care
• Pension Scheme
• 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
• To comply at all times with the requirements of the firms own procedures the Financial Services and Markets Act 2000 and FSA regulations
• To be aware of and to follow at all times the firms policy on Treating Customers Fairly
• To be aware of and to follow at all times the firms standards of ethical behaviour
• To maintain professional competence by complying at all times with the Training and Competence procedures of the firm
• To maintain customer records accurately and securely in accordance with firms own record keeping requirements and following data protection rules
• To undertake all other duties as reasonably required and directed

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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