Trainee Insurance Advisor

i2i Recruitment; Gloucester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment firm is seeking a motivated individual for a full-time customer engagement role in Gloucester. You will be making outbound calls to connect with interested customers, gather insurance needs, and manage client records in the CRM. Ideal candidates enjoy communication and have experience in customer interactions. The position offers a supportive environment and numerous benefits including holiday and maternity leave.

Benefits

26 days holiday + option to buy more

Monthly bonus

Full training provided

Supportive work environment

Company pension

Maternity & paternity leave

Free parking

Qualifications

• Experience in making outbound calls to customers.
• Enjoyment in speaking to people.
• Ability to work efficiently with data entry.

Responsibilities

• Make outbound calls to qualify customer interest.
• Understand clients' business insurance needs.
• Update company CRM with client information.
• Provide quick responses to inquiries.

Skills

Customer engagement experience

Communication skills

Target-driven mindset

Tools

CRM systems

Job description

Overview

What's in it for you?

• 26 days holiday + option to buy more
• Monthly bonus
• Full training provided
• Supportive, laid-back work environment
• Company pension (3% employer, 5% employee)
• 6 months maternity & paternity leave package
• Be part of a dynamic team in a fast-paced, rewarding industry

Must Haves

• You'll be making outbound calls to customers who have shown interest in a policy, so previous experience of engaging with customers is a must
• This role will be customer focused, so you'll need to enjoy speaking to people!

Nice to Have

• Experience working with a CRM system / emailing / data entry
• A target-driven mindset with a passion for hitting goals
• Previous exposure to the insurance or financial services sector

What you'll be doing

• Making outbound calls to qualify customer interest from website, partners, and introducers
• Gathering key client information and understanding their business insurance needs
• Updating and managing records in the company CRM
• Responding to enquiries quickly and efficiently

Helpful extras

• Monday to Friday role (35 hours/week)
• Based in Gloucester, with access to free parking
• Full-time, permanent position

Interested?

Send your most up-to-date CV to Alicia at i2i recruitment today!

Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion