Job Description
Job details:
- Title: Insurance Advisor/Client Service Advisor
- Location: Stevenage
- Working hours: Monday - Friday, 9am - 5pm
- Salary: £28,000 - £30,000 per annum plus bonuses
Benefits:
- 28 days annual leave plus bank holidays
- Laptop provided
- Birthday off
- Sports and social events
- Bonuses
- Hybrid working
Responsibilities:
- Collaborate with Line Manager and team to meet retention and income targets, service KPIs, and workflow standards.
- Serve as the Line Manager's deputy.
- Proactively and responsively handle client renewals, promoting key selling features and maintaining effective communication with insurers Send out renewal invitations.
- Provide professional support and guidance to clients throughout their policy's life cycle, ensuring high levels of satisfaction.
- Manage policy administration in a timely and professional manner.
- Underwrite scheme policies within the prescribed authority level and referral guidelines.
- Maximize all business opportunities, advising clients on alternative products, identifying potential gaps in cover, and promoting insurance reviews.
- Check, process, and issue new policies.
- Comply with all Company, regulatory, and compliance guideline requirements.
- Maintain technical proficiency.
- Support colleagues across different areas of the business as needed.
- Assist in maintaining, monitoring, and driving core KPIs, processes, and functions directly linked to team success.
- Coach and develop team members.
- Handle a variety of complex tasks and policy referrals.
- Be proactive and analytical in day-to-day tasks and when working with the management team.
- Participate in projects assigned by line managers or senior management team.
- Maintain technical competence with an in-depth knowledge of all applicable products, market trends, and underwriting guidelines to efficiently handle referrals and complex work.
Skills & Behaviours:
- Capable of fostering a creative and effective environment within the team, focused on delivering high-quality service and improving efficiency
- Confident in building strong relationships with clients over the phone.
- Skilled in working within a regulated, client-focused environment while maintaining compliance standards.
- Organised, resourceful, and deadline-driven, with a supportive approach to working with colleagues.
- Detail-oriented with a focus on producing high-quality work.
- Motivated to take on new challenges and proactively shape outcomes to achieve desired results.
- Proficient in using IT and analytical tools to support job tasks.
- Possession of a Chartered Insurance Institute Certificate in Insurance is a requirement for this role.
For more information, please apply with your CV and we will contact you shortly.
Job Types: Full-time, Permanent
Salary: £28,000.00-£30,000.00 per year
Benefits:
Schedule:
- Day shift
- Monday to Friday
Work Location: One location
Reference ID: INS72
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