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Insurance Advisor

  • Location: Warrington
  • Salary: c£21,000 pa per year
  • Job Type:Permanent

Posted over 2 years ago

  • Contact: Peter Smith
  • Contact Email: psmith@merje.com
  • Expiry Date: 14 August 2021
  • Job Ref: PSM/17733

If you have a HNW broking background or large corporate broking experience with the ability to develop relationships then this could be the perfect role for you.

This position will also suit candidates with a background in underwriting and have worked under strict service levels in a  targeted environment

Key Accountabilities

· Managing and servicing existing clients insurance needs

· Maximise New Business Opportunities whilst delivering outstanding customer service

· Proactive in supporting the wider team in delivering its call handling levels

· Proactively obtain future dated leads in order to increase sales and maximise revenue opportunities

· Renewal of existing client policies by servicing renewal requirements

· Produce and/or request insurance documentation

Person specification

· Understanding of Car Insurance and Home Insurance

· Ability to build instant customer support

· Experience in retention or sales is preferable

· Thrives on a challenge and have pride in your work

· Drive to develop both personally and professionally

Regulatory Knowledge:

· FCA and GDPR

· An understanding of Transactor and Excel

Hours of work:

· 37.5 hours per week + one hour for lunch

· Shift Patterns between Monday – Friday 8am – 7pm, Saturday 9am – 1pm

Benefits include:

· 22 days holiday + Statutory Bank Holidays

 

Please note, should you not receive feedback within 28 days, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.