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Renewals Advisor and Client Manager

Fox Resourcing and Recruitment Limited

Northampton

On-site

GBP 30,000 - 40,000

Full time

19 days ago

Job summary

A leading recruitment firm is seeking a Renewals Advisor and Client Manager in Northampton. This role involves providing tailored insurance advice, managing client relationships, and capitalizing on sales opportunities. Ideal candidates will have experience in motor or home insurance, exceptional communication skills, and a customer-centric approach. The position requires working within a positive team environment, ensuring high service standards and supporting professional development.

Benefits

On-site training programs
Financial support for industry qualifications
Quality assurance assessments with feedback

Qualifications

  • At least 12 months of motor and/or home insurance experience.
  • 12 months of direct customer liaison and sales experience.
  • Competent use of Microsoft applications.

Responsibilities

  • Manage inbound and outbound calls to customers.
  • Provide professional advice based on client assessments.
  • Accurately process policies and documentation.
  • Nurture client and insurer relationships.
  • Sell and cross-sell insurance products.

Skills

Customer service
Sales
Time management
Communication
Negotiation

Education

Chartered Insurance Institute (CII) qualifications

Tools

Microsoft Word
Microsoft Excel
Microsoft Outlook
Acturis
Job description
Overview

Our client is currently looking to recruit a Renewals Advisor and Client Manager for a local office based in Northampton.

Hours are Monday to Friday 09.00-17.30pm.

Role overview

Established in 1998, our client is a leading UK broker based in Northampton, predominantly offering luxury car and home insurance products. We also provide commercial insurance to small and medium-sized enterprises, as well as a range of financial protection products, with all services being provided nationwide.

We are seeking a diligent individual to provide professional advice to clients, tailoring their recommendations to reflect and respond to the client’s unique circumstances and insurance needs. Customer advice will predominantly be provided at the renewal stage to win and expand repeat business, continuing the customer journey.

You will be able to recognise and convert sales opportunities, delivering positive and compliant outcomes for customers. Customer retention, as well as creating and capitalising on business opportunities, will be essential to the role.

In addition to servicing customers and building strong rapport, you will also need to support and develop relationships with others, including insurers, business partners, and introducers.

As part of a department at the forefront of the business, being a positive team member is vital to success. With an unprecedented client base, the standard of our service is paramount. Candidates should demonstrate empathetic, high-quality customer service, sales, and business development skills, with the ability to deliver them effectively. You will be expected to demonstrate this by commanding confident communications and promoting positive customer outcomes at all times.

Competent communication skills will be required for telephone, written, and occasionally face-to-face interactions. Candidates will be highly organised and able to display effective time management and technical skills, accurately and competently processing and handling all transactional duties at all times.

Key long-term responsibilities and tasks
  • Servicing inbound and outbound calls to existing customers to the highest standards.
  • Providing professional advice based on a comprehensive assessment of the client’s needs and circumstances.
  • Competently fulfilling company procedures to deliver positive and compliant customer outcomes.
  • Accurately processing policies, associated transactions, and documentation (Acturis and MS Office).
  • Nurturing and developing client, insurer and business partner relations (in and occasionally out of the office).
  • Negotiating terms with both clients and insurers.
  • Selling and cross-selling a range of insurance products.
  • Developing and improving existing processes to enhance our service and customer journey.
  • Providing support and advice to colleagues with all enquiries.
  • General clerical and administrative duties.
Your employment or background should essentially include
  • At least 12 months of motor and/ or home insurance experience.
  • At least 12 months of work experience involving frequent and direct customer liaison, sales, negotiation, customer service and other duties in a customer-centric business.
  • Frequent and competent use of Microsoft applications, including Word, Excel and Outlook.
  • Experience working with structured procedures and deadlines.
  • Administrative experience.
  • Knowledge and understanding of FCA regulations.
  • Chartered Insurance Institute (CII) qualifications.
What we’re looking for

The ideal candidate will be career-minded and prepared to go the extra mile to achieve results. Someone who can think on their feet, working independently and as part of a team. You should be well-organised, self-motivated, and approachable with a positive outlook towards your work. An interest in career and skills development will be highly favourable.

Your skills and abilities should include
  • Confident and positive communication skills.
  • An excellent telephone manner and a natural ability to build rapport.
  • An ability to sell relevant policies based on the client’s needs and circumstances.
  • A high standard of written language and presentation.
  • Competence with numbers and technical information.
  • An ability to focus on detail to maintain accuracy.
  • An ability to work as a team player and alone, using your initiative.
  • Self-motivation, pro-activity and effective time management.
  • Competent organisational skills and elevated administrative abilities.
  • An ability to work under pressure to meet deadlines and targets.
Professional development
  • Regular quality assurance assessments with development feedback support.
  • On-site and off-site training and development programs.
  • Financial support for industry-led qualifications with the Chartered Institute.
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