Client Advisor

Client Advisor

Malton Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients with insurance inquiries and manage policy administration.
  • Company: Join a family-run insurance business focused on growth and employee well-being.
  • Benefits: Enjoy hybrid working, 24 days holiday, and additional leave over Christmas.
  • Why this job: Be the first point of contact for clients in a dynamic and supportive environment.
  • Qualifications: Previous insurance experience is a plus; strong communication skills required.
  • Other info: Monday to Friday hours with a shared bonus and healthcare scheme.

The predicted salary is between 28800 - 43200 Β£ per year.

Are you looking for a Client Advisor job within Insurance where you can support businesses with their insurance inquiries across a number of different sectors? Do you live in the Malton area and looking to work for an organisation that offers hybrid working, training and development along with 24 days of holiday plus additional annual leave given over the Christmas break? Are you looking to work for a family run growing business that puts its people at the heart of what they do, working in brand new office space with opportunities to learn and grow every day?

We are recruiting for a forward-thinking insurance business who have sites in Malton and Hull and are currently looking to increase its headcount within this key area of the business being the first point of contact for clients as a Client Advisor.

What the Insurance Client Advisor job involves:

  • Speaking to new and existing customers over the telephone and via email
  • Processing and administration of all insurance policies within the department
  • Dealing with new insurance business administration, renewals, mid-term adjustments, claims, queries, premium financing arrangements, and any possible broking risks to insurers
  • Collecting payments in line with the Company and client expectations
  • Working on behalf of the client and liaising with Insurers as appropriate, keeping the client informed and updated at all stages
  • Actively look for and acting on cross-selling and up-selling opportunities in respect of insurance broking business to enhance the Company’s offering to clients

Skills required:

  • Previous experience or working within Insurance is desirable
  • Excellent communication skills both written and verbal
  • Fully computer literate with MS Office
  • Able to learn new systems and processes

Other information:

  • Monday to Friday 8.30 – 5.00
  • Hybrid working available after initial probation and training
  • 24 days holiday plus bank holidays
  • Additional annual leave given over Christmas and New Year
  • Shared Bonus
  • Healthcare scheme and death in service policy
  • Car Parking available and easily accessible from the A64 by car or on public transport

Client Advisor employer: KD Recruitment

Join a family-run insurance business in Malton that prioritises its people, offering a supportive work culture with hybrid working options and a commitment to employee development. Enjoy 24 days of holiday plus additional leave over Christmas, alongside a healthcare scheme and shared bonus opportunities, all while working in a brand new office space designed for collaboration and growth.
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Contact Detail:

KD Recruitment Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Client Advisor

✨Tip Number 1

Familiarise yourself with the insurance industry, especially the specific sectors the company operates in. Understanding the nuances of different insurance products will help you engage more effectively with clients and demonstrate your expertise during interviews.

✨Tip Number 2

Practice your communication skills, both verbal and written. Since you'll be the first point of contact for clients, being able to convey information clearly and confidently is crucial. Consider role-playing scenarios with a friend or family member to build your confidence.

✨Tip Number 3

Network with professionals in the insurance field, particularly those who work in client advisory roles. Attend local industry events or join online forums to gain insights and make connections that could lead to referrals or recommendations.

✨Tip Number 4

Research the company culture and values of the organisation you're applying to. Tailor your conversations during interviews to reflect how your personal values align with theirs, showcasing your enthusiasm for being part of a family-run business that prioritises its people.

We think you need these skills to ace Client Advisor

Excellent Communication Skills
Customer Service Orientation
Insurance Knowledge
Attention to Detail
MS Office Proficiency
Problem-Solving Skills
Time Management
Ability to Learn New Systems
Cross-Selling and Up-Selling Skills
Administrative Skills
Negotiation Skills
Client Relationship Management
Adaptability
Team Collaboration

Some tips for your application 🫑

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Advisor in the insurance sector. Familiarise yourself with the tasks mentioned in the job description, such as processing insurance policies and handling client inquiries.

Tailor Your CV: Customise your CV to highlight relevant experience in insurance or customer service. Emphasise your communication skills and any previous roles that involved client interaction, as these are crucial for this position.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in working for a family-run business and how your skills align with their values and goals.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the insurance industry.

How to prepare for a job interview at KD Recruitment

✨Know Your Insurance Basics

Brush up on your knowledge of insurance policies and terminology. Being able to discuss different types of insurance and their applications will show your potential employer that you are serious about the role and understand the industry.

✨Demonstrate Communication Skills

As a Client Advisor, excellent communication is key. Practice articulating your thoughts clearly and confidently. Consider role-playing common client scenarios with a friend to enhance your verbal and written communication skills.

✨Showcase Your Problem-Solving Abilities

Prepare examples of how you've successfully handled customer queries or resolved issues in the past. This will demonstrate your ability to think on your feet and provide effective solutions, which is crucial for this role.

✨Research the Company Culture

Understand the values and mission of the company you're interviewing with. Since they pride themselves on being family-run and people-focused, be ready to discuss how your personal values align with theirs and how you can contribute to their positive work environment.

Client Advisor
KD Recruitment
Location: Malton
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