Insurance Advisor

Jobtailor; Swindon; On-site; GBP 22,000 - 28,000; Full time

Job summary

Jobtailor in Swindon is seeking an insurance administrator who will manage personal lines policies, deliver outstanding service, and help retain and renew clients.

You will identify opportunities for referrals and cross-selling, work toward ambitious targets in a fast-paced FCA-compliant environment, and participate in ongoing training and development.

Qualifications

• Experience in insurance or customer-facing sales is preferred.
• Strong communication and interpersonal skills.
• Ability to identify cross-selling and new business opportunities.
• Proven track record of meeting sales targets.
• FCA-compliant working practices and ethics.
• Comfortable working in a fast-paced, target-driven environment.

Responsibilities

• Administer and manage insurance policies.
• Deliver outstanding customer service.
• Retain and renew existing clients.
• Identify opportunities to generate new business through referrals, cross-selling, and new business generation.
• Work towards and exceed achievable performance and sales targets.
• Build strong client relationships through clear, professional communication.
• Operate effectively in a fast-paced, target-driven environment.
• Ensure all work remains FCA compliant.
• Participate in comprehensive training and ongoing support.
• Work every other Saturday morning, with time off in lieu during the week.

Skills

Customer service

Sales

Client relationship management

Communication skills

Telephone manner

Attention to detail

FCA compliance

Job description

• Administer and manage insurance policies
• Deliver outstanding customer service
• Retain and renew existing clients
• Identify opportunities to generate new business through referrals, cross-selling, and new business generation
• Work towards and exceed achievable performance and sales targets
• Build strong client relationships through clear, professional communication
• Operate effectively in a fast-paced, target-driven environment
• Ensure all work remains FCA compliant
• Participate in comprehensive training and ongoing support
• Work every other Saturday morning, with time off in lieu during the week

Requirements

• Previous insurance experience within Personal Lines preferred but not essential
• Excellent customer service and communication skills
• Proven experience in retention, sales, or business development
• Ability to build and maintain client relationships
• Confident and professional telephone manner
• Ability to identify business opportunities
• Positive attitude and genuine desire to learn, develop, and build a career in insurance
• Experience in a customer-facing, sales, or insurance-related environment
• Strong attention to detail
• Ability to manage multiple tasks and systems effectively
• Ability to work every other Saturday morning, with time off in lieu during the week
• FCA-compliant working practices

Core Competencies

Demonstrates strong customer service and communication skills while effectively managing insurance policies and building client relationships. Proven ability to identify business opportunities and achieve sales targets in a fast-paced, FCA-compliant environment.

Highest-signal resume keywords

• Insurance Policy Administration
• Customer Service Excellence
• Sales Target Achievement
• Client Relationship Management
• FCA Compliance

Soft Skills

• Professional Communication
• Positive Attitude
• Confident Telephone Manner
• Ability to Manage Multiple Tasks

Industry Keywords

• Personal Lines Insurance
• FCA Compliance
• Customer-Facing Environment
• Sales Environment