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For Companies At a Glance
- Tasks: Help businesses find the right insurance solutions and build lasting client relationships.
- Company: Join a dynamic team focused on providing tailored insurance advice to diverse clients.
- Benefits: Enjoy a healthy bonus scheme, private healthcare, and a solid pension plan.
- Why this job: Make a real impact by solving complex problems and supporting clients in their insurance journey.
- Qualifications: GCSEs in Maths and English required; 1 year of commercial insurance experience preferred.
- Other info: Opportunity for ongoing training and professional development in a supportive environment.
The predicted salary is between 28800 - 43200 £ per year.
As a Commercial Insurance Advisor, you will be responsible for providing insurance advice and solutions to businesses of all sizes. You will work closely with clients to understand their needs and develop customised insurance policies that meet their unique requirements
Job Details
- Healthy Bonus Scheme
- Employee Assistance Programme
- Private Health Care
- Pension Scheme
Essential Skills
- Educated to GCSE standard including Maths and English (or equivalent, at a grade C or above)
- Must have 1 year\’s Commercial Insurance experience or 3 years Personal Lines experience
- Has undertaken (or is willing to undertake) relevant customer service and insurance training
- Good keyboard skills and knowledge of Microsoft Office email and internet
- Strong analytical and problem-solving skills with the ability to develop creative solutions to complex problems
- Excellent communication and interpersonal skills with the ability to build strong relationships with clients
- Ability to work independently and as part of a team with a strong sense of ownership and accountability
- Good track record of meeting or exceeding sales targets
- Strong attention to detail and organisational skills
Responsibilities
- Assess and understand the insurance needs of our clients including risks and coverage options
- Develop customised insurance policies that meet the unique requirements of each client
- Educate clients on insurance options and make recommendations based on their specific needs
- Provide ongoing support to clients including mid-term adjustments claims management and policy renewals
- Build and maintain strong relationships with clients to ensure their long-term satisfaction and retention
- Stay up-to-date with the latest industry trends and changes in insurance policies and regulations
- Meet or exceed sales targets and contribute to the growth of the company\’s book of business
- To comply at all times with the requirements of the firms own procedures the Financial Services and Markets Act 2000 and FSA regulations
- To be aware of and to follow at all times the firms policy on Treating Customers Fairly
- To be aware of and to follow at all times the firms standards of ethical behaviour
- To maintain professional competence by complying at all times with the Training and Competence procedures of the firm
- To maintain customer records accurately and securely in accordance with firms own record keeping requirements and following data protection rules
- To undertake all other duties as reasonably required and directed
Commercial Insurance Advisor employer: Oakland Insurance
Contact Detail:
Oakland Insurance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Advisor
✨Tip Number 1
Familiarize yourself with the latest trends in commercial insurance. Understanding current market conditions and emerging risks will help you provide tailored advice to clients, showcasing your expertise during interviews.
✨Tip Number 2
Network with professionals in the insurance industry. Attend local events or join online forums to connect with others in the field. Building relationships can lead to valuable insights and potential job referrals.
✨Tip Number 3
Prepare for role-play scenarios that demonstrate your problem-solving skills. Being able to showcase how you would handle specific client situations can set you apart from other candidates.
✨Tip Number 4
Research StudySmarter's values and culture. Understanding our mission and how we operate will allow you to align your answers with what we value, making a strong impression during the interview process.
We think you need these skills to ace Commercial Insurance Advisor
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities and skills required for the Commercial Insurance Advisor position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasize your commercial insurance experience or personal lines experience in your CV and cover letter. Provide specific examples of how you've successfully met client needs and exceeded sales targets.
Showcase Communication Skills: Since excellent communication and interpersonal skills are crucial for this role, include examples in your application that demonstrate your ability to build strong relationships with clients.
Detail Your Problem-Solving Abilities: In your application, mention instances where you've developed creative solutions to complex problems. This will showcase your analytical skills and ability to meet client needs effectively.
How to prepare for a job interview at Oakland Insurance
✨Showcase Your Experience
Be prepared to discuss your previous experience in commercial insurance or personal lines. Highlight specific examples where you successfully assessed client needs and developed tailored insurance solutions.
✨Demonstrate Communication Skills
Since excellent communication is key, practice articulating your thoughts clearly. Be ready to explain complex insurance concepts in simple terms, as you would to a client.
✨Highlight Problem-Solving Abilities
Prepare to share instances where you've tackled challenging situations. Discuss how you approached these problems and the creative solutions you implemented to meet client needs.
✨Understand Industry Trends
Stay informed about the latest trends and changes in the insurance industry. Being knowledgeable will not only impress your interviewers but also show your commitment to professional growth.
