Personal Insurance Advisor

i2i Independent Recruitment Consultancy Ltd; Gloucester; On-site; GBP 26,000 - 28,000; Full time

Job summary

A recruitment consultancy in Gloucester is seeking a Personal Insurance Advisor to service and grow a portfolio of personal insurance clients. The ideal candidate will have insurance knowledge, personal lines experience, and qualifications such as Cert CII. The position offers a salary of £26,000-£28,000 along with benefits including flexi-time and a pension scheme.

Benefits

Flexi-time

Company pension

Support with professional qualifications

Free parking

Qualifications

• Minimum 5 GCSEs at Grade 4 or above, including English and Maths.
• Cert CII qualification or willingness to study towards it.
• Experience in personal lines within a broker environment.

Responsibilities

• Service, retain, and grow a varied portfolio of personal insurance clients.
• Handle policies across home, motor, travel, and Parksure scheme.
• Manage servicing requirements including renewals, amendments, and claims support.

Skills

Customer service skills

Communication skills

Organizational skills

Insurance knowledge

IT skills (MS Word, Excel, Outlook)

Education

5 GCSEs at Grade 4 or above including English and Maths

Cert CII qualification

Tools

Acturis

Job description

Personal Insurance Advisor
Gloucester
£26,000-£28,000

The duties of this role are to service, retain and grow a varied portfolio of personal insurance clients, dealing mainly with home, motor, travel policies and our exclusive Parksure scheme covering holiday lodges, park homes and static caravans. The ideal candidate will have personal lines broking experience, be an Acturis user, have as a minimum 5 GCSEs at Grade 5 or above including English and Maths, and be Cert CII qualified (or at least prepared to undertake the Cert).

What You’ll Be Doing

• Service, retain, and grow a varied portfolio of personal insurance clients
• Handle policies across home, motor, travel, and our exclusive Parksure scheme (holiday lodges, park homes, static caravans)
• Manage servicing requirements including renewals, amendments, and claims support
• Maintain regular client contact to ensure cover continues to meet their needs
• Ensure compliance with FCA and ICOB requirements at all times
• Monitor and manage customer credit within agreed company limits

What We’re Looking For

• GCSEs (or equivalent) with minimum 5 grades 4 or above including English and Maths
• Cert CII qualification (or willingness to study towards it)
• Insurance knowledge principles, practices, and legalities of General Insurance
• Experience in personal lines, ideally within a broker environment
• IT skills (MS Word, Excel, Outlook) with Acturis experience desirable
• Excellent customer service, communication, and organisational skills

What You’ll Get

• Salary: £26,000-£28,000
• Flexi-time and modern open-plan office with free parking
• Company pension and benefits package (after 6-month probation)
• Support with professional qualifications (Cert CII and beyond)
• Be part of a friendly, growing team in a business that values your development

Interested? Send your CV to Cat at i2i Recruitment today! At i2i Recruitment, our mission of making recruitment personal also means making recruitment fair. We are committed to reviewing every application with a sense of diversity and inclusion. If you haven't heard back within 5 working days, please assume your application has not been successful on this occasion.

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