Position Overview & Specifications

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: