Client Advisor

Castle Employment Agency Ltd; Scarborough; Hybrid; GBP 27,000; Full time

Job summary

A growing insurance advisory firm in the UK is seeking an experienced Insurance Advisor to provide client guidance on selecting insurance policies. You'll work in a thriving environment offering hybrid working, competitive salary, and professional development opportunities. Strong communication skills and customer service experience are essential. Responsibilities include managing various insurance policies and enhancing client offerings through effective relationship management.

Benefits

Hybrid working

Training and development programs

Competitive salary based on skills

Qualifications

• Experience in an office-based Customer Service role.
• Strong ability to build relationships with clients.
• Technical expertise in insurance policies and practices.

Responsibilities

• Manage the technical administration of diverse insurance policies.
• Administer new business, renewals, and adjustments.
• Communicate with parties, manage claims, and resolve queries.
• Identify opportunities for cross-selling and up-selling.

Skills

Excellent verbal communication

Excellent written communication

Relationship building

Customer service experience

Job description

An exciting opportunity for an experienced Insurance Advisor to join a growing business in who pride themselves on culture, values, and doing right by their clients. This can be based in either their Hull or Malton office.

Being part of a thriving and ambitious company, you will provide guidance and assistance to clients in selecting and managing insurance policies to suit their needs and mitigate risks.

You can expect a competitive salary based on skills and experience within Insurance, along with a great benefits package including hybrid working, clear personal development plans including Talent Management programmes, and the opportunity to earn qualifications with the Chartered Institute of Insurance (CII).

If you have experience working within an office based Customer Service role, have excellent verbal and written communication skills, and have a natural ability to build great relationships, then we’d love to speak to you about this role!

Some of the Insurance Advisor responsibilities will be:

• Manage the technical administration of diverse insurance policies
• Perform various tasks including administering new business, renewals and adjustments
• Communicating with a number of parties, managing claims, resolving queries, and arranging premium financing
• Apply technical expertise to support colleagues and ensure optimal outcomes for clients
• Efficiently handle all business transactions while prioritising client interests and maintaining communication with insurers
• Proactively identify and capitalise on opportunities for cross-selling and up-selling insurance products to enhance client offerings
• Address complaints in compliance with regulations and company policies, adhering to best practices

This will be working Monday to Friday 8:30am-5pm, earning a salary of £26,500