Insurance Client Advisor (Entry Level)

PIB Group Limited; Halifax; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Bonus scheme

Company benefits

Office near town centre and good links

Job summary

PIB Group in Halifax is offering an entry-level role within PIB Insurance Brokers to start your career in financial services. You will contact clients, gather information and arrange quotations while delivering a professional, friendly service.

No prior insurance experience is required as full training is provided; you will develop strong admin skills, learn to use Microsoft Office, and build client relationships in a supportive team environment.

Qualifications

• Willingness to learn and build a career in insurance and client servicing.
• Strong administration skills with accuracy, attention to detail, organisation and time management.
• Confident communicator and team player, with an inquisitive nature and a passion for building strong relationships with clients and colleagues.
• Confident using Microsoft Office (Outlook, Word, Excel) and willing to learn new systems.

Responsibilities

• Determine and place suitable, competitively priced commercial insurance solutions, reviewing policy and client information to ensure appropriate cover and terms.
• Deliver high-quality client service, advising on arrangements, handling queries efficiently, and keeping clients updated on relevant political, regulatory and market changes.
• Build and maintain strong relationships with clients, prospects, insurers and external specialists to maximise business opportunities and maintain a strong market profile.
• Collaborate with colleagues to identify growth opportunities, proactively manage risks and issues, and ensure remedial actions are taken where needed.

Skills

Administration

Client service

Communication

Tools

Microsoft Office

Job description

PIB Group in Halifax is offering an entry-level role within PIB Insurance Brokers to start your career in financial services. You will contact clients, gather information and arrange quotations while delivering a professional, friendly service.

No prior insurance experience is required as full training is provided; you will develop strong admin skills, learn to use Microsoft Office, and build client relationships in a supportive team environment.