Insurance Advisor

Burton Bolton & Rose Recruitment Services Ltd; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a dedicated Insurance Advisor to join their dynamic team. In this role, you will manage a diverse portfolio of commercial clients, focusing on building lasting relationships and maximizing business opportunities. Your responsibilities will include providing exceptional service, preparing detailed proposals, and ensuring a smooth renewal process for clients. This is a fantastic opportunity to thrive in a supportive environment where your contributions will directly impact client satisfaction and business growth. If you are passionate about insurance and client service, this role is tailored for you.

Qualifications

• Experience in managing client accounts and generating new business.
• Strong knowledge of insurance products and services.

Responsibilities

• Manage a portfolio of commercial clients and build long-term relationships.
• Generate new business opportunities and provide first-class service.

Skills

Client Relationship Management

Business Development

Insurance Knowledge

Proposal Preparation

Education

Relevant insurance qualifications

Job description

This growing local Insurance Broker is seeking a hardworking and energetic Insurance Advisor to join their successful team and manage a large portfolio of client accounts.Some of your duties will include:

• Managing a portfolio of commercial clients and building long-term solid business relationships
• Generating new business opportunities in order to maximize every business opportunity
• Providing a first-class service and administering all aspects of insurance business on clients' behalf
• Liaising with clients in order to establish their requirements and then sourcing products best suited for their needs
• Preparing detailed proposals and processing client requirements through to the issue of policy
• Contacting clients when policies are up for renewal and managing the renewal process