Insurance Consultant

Jobs and Business Glasgow; Milton Keynes; On-site; GBP 17,000 - 24,000; Full time

Job summary

Jobs and Business Glasgow is seeking an Insurance Consultant to join our on-site team in Scotland. You will provide advice and arrange insurance cover for personal lines, handling enquiries by phone, email and in person while delivering excellent customer service.

The role involves assessing customer needs, quoting policies, explaining terms, and converting quotes into sales. You will renew existing policies, manage mid-term changes, and look for cross-selling opportunities within the personal

Qualifications

• The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills.

Responsibilities

• Provide advice and arrange insurance cover for personal lines customers.
• Handle incoming enquiries by phone, email, and face-to-face.
• Assess customers' insurance needs and recommend appropriate products and levels of cover.
• Produce insurance quotations and explain policy terms, conditions, exclusions, and premiums.
• Convert quotations into sales while maintaining a strong customer service focus.
• Renew existing policies and retain customers through proactive contact and relationship management.
• Process mid-term adjustments, cancellations, and policy amendments accurately.
• Identify cross-selling and up-selling opportunities across the personal lines portfolio.
• Liaise with insurers to negotiate terms, obtain quotations, and resolve customer queries.
• Ensure all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.
• Maintain accurate client records and documentation on internal systems.
• Work towards individual and branch sales, retention, and customer service targets.

Skills

Strong communication

Attention to detail

Customer service

Sales skills

Job description

Insurance Consultant

Monday - Friday 9am - 5pm. No hybrid working,

Salary: £20,500

Duties:

Key responsibilities:

Providing advice and arranging insurance cover for personal lines customers, including:

• Motor insurance
• Home insurance
• Travel insurance
• Landlord insurance
• High net worth insurance

Handling incoming customer enquiries by phone, email, and face-to-face.

Assessing customers' insurance needs and recommending appropriate products and levels of cover.

Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums.

Converting quotations into sales while maintaining a strong customer service focus.

Renewing existing policies and retaining customers through proactive contact and relationship management.

Processing mid-term adjustments, cancellations, and policy amendments accurately.

Identifying cross-selling and up-selling opportunities across the personal lines portfolio.

Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries.

Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.

Maintaining accurate client records and documentation on internal systems.

Working towards individual and branch sales, retention, and customer service targets.

Key responsibilities:

Providing advice and arranging insurance cover for personal lines customers, including:

Handling incoming customer enquiries by phone, email, and face-to-face.

Assessing customers' insurance needs and recommending appropriate products and levels of cover.

Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums.

Converting quotations into sales while maintaining a strong customer service focus.

Renewing existing policies and retaining customers through proactive contact and relationship management.

Processing mid-term adjustments, cancellations, and policy amendments accurately.

Identifying cross-selling and up-selling opportunities across the personal lines portfolio.

Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries.

Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.

Maintaining accurate client records and documentation on internal systems.

Working towards individual and branch sales, retention, and customer service targets.

Essential Requirements:

The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,

The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,