Commercial Insurance Advisor

An exciting opportunity has arisen to join a growing Insurance company. You will be given full training and will hold an important role in a small team, working in a friendly office environment.

You will be responsible for providing excellent customer service to existing clients and helping with any new enquiries. You will be expected to deliver effective, quality advice, combined with a commitment to own professional development.

The role will involve working closely with other areas of the business to ensure effective achievement of overall company objectives.

You will deliver a high level, quality customer experience but will ultimately be part of the front line in terms of achieving customer expectation and managing the client relationship throughout the policy year.

Key Tasks

• Administration of insurance requirements, including general enquiries, renewals, mid term adjustments, obtaining quotations and accounting procedures
• Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
• Produce high quality Broking submission reports and broke risks to the Insurance market demonstrating effective negotiation skills.
• Ensure high quality client documentation is produced and provide to clients.
• Liaise with insurers and other third parties regarding client’s insurance needs building effective business relationships.
• Provide technical support to colleagues on request.
• Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
• Adhere to FCA regulations and requirements.
• Comply with company procedures and policies
• Comply with the requirements of Training and Competence scheme
• Embrace, promote and comply with company values
• Any other task reasonably requested

Skills

• Excellent customer service skills
• Possession of initiative and enthusiasm
• Excellent administration skills
• Effective planning and organisational skills
• Ability to work calmly under pressure
• Excellent time management skills with the ability to assess priorities
• Ability to professionally represent the Company
• Computer literate

Qualifications

• Commitment to progress towards Cert CII a necessity
• Excellent understanding of insurance
• Previous Broking experience an advantage