Commercial Client Advisor

Castle Employment Agency Ltd; Scarborough; Hybrid; GBP 28,000 - GBP 32,000; Full time

Job summary

A growing insurance company is looking for an experienced Insurance Advisor to provide guidance and assist clients in managing their insurance policies. This role involves managing technical administration, supporting clients and colleagues, and identifying cross-selling opportunities. The position offers a competitive salary between £28,000-£32,000 based on experience, with a benefits package that includes hybrid working and personal development programs.

Benefits

Hybrid working

Personal development plans

Opportunity to earn qualifications with the Chartered Institute of Insurance (CII)

Qualifications

• Experience working in an office-based Customer Service role.
• Natural ability to build great relationships with clients.

Responsibilities

• Manage the technical administration of diverse insurance policies.
• Communicate and manage claims, resolving queries and arranging premium financing.
• Proactively identify opportunities for cross-selling and up-selling insurance products.

Skills

Excellent verbal and written communication skills

Relationship building

Customer service experience

Job description

We have an exciting opportunity for an experienced Insurance Advisor to join a growing business 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 between £28,000-£32,000 depending on your experience within Insurance.