Commercial Insurance Advisor

JR United Kingdom; Newtownabbey; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance firm in Newtownabbey is seeking a Commercial Insurance Advisor to provide tailored insurance solutions to businesses of all sizes. The successful candidate will possess strong analytical, communication, and interpersonal skills to effectively meet client needs and foster long-term satisfaction. This role includes responsibilities such as risk assessment, policy development, and sales target achievement, along with a healthy bonus scheme and career development opportunities.

Benefits

Healthy Bonus Scheme

Employee Assistance Programme

Private Health Care

Pension Scheme

Qualifications

• 1 year's experience in Commercial Insurance or 3 years in Personal Lines.
• Customer service and insurance training willingness.
• Good keyboard skills.

Responsibilities

• Provide tailored insurance policies based on client needs.
• Build and maintain strong client relationships.
• Meet sales targets and ensure compliance with regulations.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Attention to detail

Organizational skills

Education

GCSE including Maths and English (or equivalent)

Tools

Microsoft Office

Job description

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Commercial Insurance Advisor, newtownabbey

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Client:

Oakland Insurance

Location:

newtownabbey, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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

• 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