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Insurance advisor

Worcester
SJL Insurance Services
Insurance advisor
Posted: 3h ago
Offer description

Overview


This is an opportunity for a driven and engaging individual to start a new career in insurance with a broker at the forefront of the industry.


SJL Insurance Services are offering a full training program, covering all the important aspects of the insurance industry and the job role, with a mixture of classroom and on the job support. This is the first step for a career in an ever-growing industry with great development and progression opportunities.


Scope of Role


* Deal with a wide range of insurance clients, providing solutions in line with business targets.
* Work with customers to ensure an excellent level of customer service
* Meet compliance and regulatory requirements on a monthly and annual basis.
* Identify additional client requirements and provide insurance advice and solutions.


Principle Objectives and Responsibilities


* To always act with integrity, due care, skill and diligence, observing proper standards of market conduct.
* To always be open and cooperative with the FCA, PRA and other regulators or compliance teams.
* To ensure all renewals and enquiries are quoted and invited as per FCA guidelines (in good time), compliantly and efficiently.
* To develop ongoing, mutually beneficial relationships with Clients, Introducers and Insurers.
* Adhere to company policies in company handbook.
* Embrace learning for CPD, ensuring you meet standards as laid out by the firm.
* Regular reporting to Senior Executive.
* Supervise or carry out data capture promptly, ensuring fair treatment of our clients.


Skills & background required


* Drive and work ethic to begin a career in the insurance sector
* Ability to prioritise and organise workloads, ensuring deadlines are adhered to.
* Ability to construct effective written communications, including letters, emails and reports.
* Ability to liaise confidently and effectively via the telephone, in writing and face to face.
* Ability to review documentation and use eye for detail to identify issues and amendments required
* Ability to demonstrate good negotiation skills
* Proven full time work experience
* Ability to work with computers, and knowledge and understanding of Microsoft IT systems
* Willingness to continue to learn and develop

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