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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 dedicated to providing tailored insurance advice to diverse clients.
- Benefits: Enjoy a healthy bonus scheme, private healthcare, and an employee assistance programme.
- Why this job: Make a real impact by helping clients navigate their insurance needs in a supportive environment.
- 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 fast-paced industry.
The predicted salary is between 28800 - 48000 £ 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 firm's own procedures, the Financial Services and Markets Act 2000, and FSA regulations
- To be aware of and to follow at all times the firm's policy on Treating Customers Fairly
- To be aware of and to follow at all times the firm's 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 the firm's own record keeping requirements and following data protection rules
- To undertake all other duties as reasonably required and directed
Contact Detail:
Oakland Insurance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in commercial insurance. Understanding current market conditions and emerging risks will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the insurance industry. Attend local events or join online forums to connect with others who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare for role-play scenarios that may come up during interviews. Practising how to handle client interactions and problem-solving situations can showcase your skills effectively.
✨Tip Number 4
Research StudySmarter’s values and culture. Tailoring your conversation to align with our mission and demonstrating how you can contribute to our team will make a strong impression.
We think you need these skills to ace Commercial Insurance Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in commercial insurance or personal lines. Emphasise your skills in customer service, problem-solving, and relationship building, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your experience in developing customised insurance policies and your ability to meet sales targets. Show enthusiasm for the role and the company.
Highlight Relevant Skills: In your application, clearly outline your analytical skills, attention to detail, and proficiency with Microsoft Office. Provide examples of how you've used these skills in previous roles to solve complex problems.
Showcase Your Industry Knowledge: Demonstrate your understanding of current industry trends and regulations in your application. This shows that you are proactive and committed to staying informed, which is essential for a Commercial Insurance Advisor.
How to prepare for a job interview at Oakland Insurance
✨Showcase Your Experience
Make sure to highlight your commercial insurance experience during the interview. Be prepared to discuss specific cases where you successfully assessed client needs and developed tailored insurance solutions.
✨Demonstrate Analytical Skills
Since strong analytical and problem-solving skills are essential for this role, be ready to provide examples of how you've tackled complex problems in the past. This could involve discussing a challenging client situation and how you found a creative solution.
✨Build Rapport
Excellent communication and interpersonal skills are key. Practice building rapport with the interviewer by engaging in active listening and asking insightful questions about the company and its clients.
✨Stay Informed
Familiarise yourself with the latest trends and changes in the insurance industry. Being knowledgeable about current regulations and market conditions will demonstrate your commitment to professional competence and your ability to provide informed advice to clients.
