Insurance Advisor | Hebden Bridge | Full-time preferred; part-time considered | £23,000 – £25,000 per annum
Our client is an independent, personal insurance company, offering friendly service at competitive prices from their offices in Huddersfield, Hebden Bridge and Sheffield.
The role of Insurance Advisor involves providing expert insurance advice and professional support to clients, helping them to navigate the complexities of insurance. The Insurance Advisor will work with both individuals and businesses to understand their needs, assess their risks and recommend suitable insurance products from various insurance providers to secure appropriate cover in line with their needs and will also manage the overall insurance process by acting as an intermediary between clients and insurance companies.
Please note- this role is primarily based in Hebden Bridge, with occasional work required at our Huddersfield office.
Are you the right person for the job?
Experience working in an office environment – ideally within insurance (desired)
Educated to A-Level (or equivalent) and GCSE Maths and English (desired)
PC literate with good keyboard skills
Confident using the internet, MS Office (Excel, Word, Outlook) and ideally insurance software, merchant services or CRM systems
A confident, professional communicator (face-to-face, verbal and written)
Able to work independently and as part of a team
Organised with excellent attention to detail and strong time management skills
Honest, trustworthy and aware of Data Protection and FCA compliance requirements
Willing to complete Continuous Professional Development (CPD) tasks
Proactive about learning, development and working towards relevant qualifications
What will your role look like?
Day-to-day, you'll be a key part of a busy insurance broker's office, supporting clients with professional advice and ensuring the smooth running of insurance processes, including:
Handling calls, emails and correspondence
Welcoming and supporting customers face-to-face
Understanding client needs to recommend suitable insurance solutions
Researching policies and negotiating with insurers to secure the best cover
Managing renewals, amendments, cancellations and accurate record keeping
Handling client payments, refunds and credit control tasks in line with FCA rules
Guiding clients through the claims process
Building strong, long-term client relationships
Meeting or exceeding sales targets and supporting business growth
Providing cover for colleagues when needed
Ensuring compliance with company standards and FCA regulations
What can you expect in return?
Competitive salary of £23,000 – £25,000 per annum
Monthly bonus opportunities when targets are met
Company pension scheme
A convenient Hebden Bridge location (HX7 6AA) with excellent train and bus links
What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!
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