Insurance Advisor

We Are Workforce Ltd; Hempstalls; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance brokerage is seeking an Insurance Advisor in Hempstalls. You will manage renewals and provide high-quality insurance advice while ensuring excellent customer service. Minimum one year of insurance experience is required, along with strong organisational and communication skills. Compliance with FCA guidelines is essential in this role.

Qualifications

• Minimum of 1 year of insurance experience is essential.
• Ability to prioritise and organise workloads efficiently.
• Effective written communication skills are required.

Responsibilities

• Ensure all renewals are managed compliantly and efficiently.
• Develop relationships with clients and introducers.
• Adhere to company policies as outlined in the handbook.
• Supervise data capture for renewals promptly.

Skills

Insurance experience

Organisational skills

Written communication

Effective telephone communication

Knowledge of insurance contracts

Understanding of FCA rules

Understanding of GDPR & IDD

IT systems knowledge

Desire to learn

Job description

The Role:

SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.

As an Insurance Advisor, you will manage a panel of businesses, including MTAs and Renewals.

Managing renewals, it is essential that you do so with a view of retaining, cross selling and gaining referrals.

Working with customers, it is vitally important that you ensure an excellent level of customer service at all times, meeting the demands and needs of each, in line with our compliance framework.

It is also important, that you have the ability to identify any additional client requirements, ensuring that you provide insurance advice and solutions as a result.

Responsibilities & Duties:

• To ensure all renewals are invited as per FCA guidelines (in good time), compliantly and efficiently
• To develop ongoing, mutually beneficial relationships with clients, introducers and insurers
• Adhere to company policies in company handbook
• Embrace and use Broker Assess for CPD, ensuring you meet standards as laid out by the firm
• Regular reporting to Executive
• Supervise or carry out data capture for renewals and enquiries promptly, ensuring fair treatment of our clients
• Prepare market presentation and carry out broking exercises as instructed
• Ensure that you contribute to making SJL the best possible working environment where all external and internal stakeholders are treated with respect, fairness and transparency
• To always act with integrity, due care, skill and diligence, observing proper standards of market conduct

Skills Required:

• Minimum of 1 year of insurance experience
• Ability to prioritise and organise workloads, ensuring deadlines are adhered to
• Ability to construct effective written communications, including letters, emails and reports
• Ability to liaise confidently and effectively via the telephone, in writing and face to face
• Knowledge and understanding of a wide range of insurance contracts including current market conditions
• Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
• Knowledge and understanding of the firms IT system and use of its computer quotation engines
• Willingness to continue to learn and develop