As a Commercial Insurance Advisor, you will be responsible for providing insurance advice and solutions to businesses of all sizes. You will work closely with clients to understand their needs and develop customised insurance policies that meet their unique requirements
Healthy Bonus Scheme
Employee Assistance Programme
Private Health Care
Pension Scheme
Educated to GCSE standard including Maths and English (or equivalent, at a grade C or above)
Must have 1 year's Commercial Insurance experience or 3 years Personal Lines experience
Has undertaken (or is willing to undertake) relevant customer service and insurance training
Good keyboard skills and knowledge of Microsoft Office email and internet
Strong analytical and problem-solving skills with the ability to develop creative solutions to complex problems
Assess and understand the insurance needs of our clients including risks and coverage options
Develop customised insurance policies that meet the unique requirements of each client
Educate clients on insurance options and make recommendations based on their specific needs
Provide ongoing support to clients including mid-term adjustments claims management and policy renewals
Stay up-to-date with the latest industry trends and changes in insurance policies and regulations
To comply at all times with the requirements of the firms own procedures the Financial Services and Markets Act 2000 and FSA regulations
To be aware of and to follow at all times the firms policy on Treating Customers Fairly
To maintain professional competence by complying at all times with the Training and Competence procedures of the firm
To maintain customer records accurately and securely in accordance with firms own record keeping requirements and following data protection rules