Insurance Advisor

Executive Mandate Specification

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:

• Free parking

Schedule:

• Day shift
• Monday to Friday

Work Location: One location

Reference ID: INS72

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship