Insurance Advisor

Insurance Advisor

Stevenage Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with customers, provide tailored insurance advice, and ensure exceptional service.
  • Company: Join a dynamic team focused on delivering market-leading customer experiences in the insurance sector.
  • Benefits: Enjoy hybrid working, competitive salary, bonuses, and opportunities for career development.
  • Why this job: Be part of a supportive team that values positivity, adaptability, and building trusted relationships.
  • Qualifications: Experience in insurance is preferred; strong communication skills and a positive attitude are essential.
  • Other info: We promote diversity and inclusion, ensuring everyone can thrive in a discrimination-free environment.

The predicted salary is between 30000 - 42000 £ per year.

Our Insurance Advisors are a key part of our business, speaking to our customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain their loyalty. We strive to provide a market leading customer experience, and that’s driven by you. Our people share a common mindset that sets us apart. Our Insurance Advisors are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and partners.

The team currently work in a hybrid manner with Monday and Friday working from home and Tuesday, Wednesday and Thursday in the office. We recruit people who share those values. When you join us you will play your part, ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will become part of an established, friendly and experienced team who will provide all the support you need to succeed.

Responsibilities:

  • Dealing with inbound and outbound customer calls, understanding the customer’s needs, and providing insurance solutions that are best suited to their requirements.
  • Ensuring calls are answered in a timely professional manner, and that exceptional customer experience is always delivered, and that business standards are adhered to at all times.
  • Processing daily email correspondences and renewal processes, from invite through to completion.
  • Ensuring that all workflow activity is completed in accordance with approved business processes.
  • Complying with all approved procedures, customer service standards and external regulatory bodies.
  • Achieving and maintaining the required competencies for the role.
  • Ensuring that any customer complaints are identified and handled strictly within the company's complaints procedure.

Essential Criteria:

  • Experience in the insurance industry.
  • Experience in Charities insurances and/or commercial combined is preferred but not essential.
  • Engaging personal communication style.
  • Positive attitude, resilient, adaptive, receptive, and articulate.
  • Competent in computer skills, including Microsoft Office packages as well as CRM systems.

We offer a competitive salary, on target bonus scheme, knowledge development and internal training to develop your corporate career, and further career opportunities throughout our business. Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Insurance Advisor employer: Everywhen

At Everywhen, we pride ourselves on being an exceptional employer, offering our Insurance Advisors a supportive and inclusive work environment that fosters personal and professional growth. With a hybrid working model that promotes work-life balance, competitive salaries, and a commitment to diversity and inclusion, our team members are empowered to thrive while delivering outstanding customer experiences. Join us in a collaborative atmosphere where your contributions are valued, and you can build meaningful relationships with colleagues and clients alike.
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Contact Detail:

Everywhen Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Advisor

✨Tip Number 1

Familiarise yourself with the insurance products and services we offer. Understanding our offerings will help you engage more effectively with customers and demonstrate your knowledge during interviews.

✨Tip Number 2

Showcase your communication skills by practising active listening. During any interactions, whether in interviews or networking, focus on understanding others' needs and responding thoughtfully to build rapport.

✨Tip Number 3

Highlight your adaptability and teamwork abilities. Share examples from your past experiences where you successfully collaborated with others or adapted to changing situations, as these traits are highly valued in our team.

✨Tip Number 4

Research our company culture and values. Being able to articulate how your personal values align with ours can set you apart from other candidates and show that you're a great fit for our team.

We think you need these skills to ace Insurance Advisor

Customer Service Skills
Communication Skills
Active Listening
Problem-Solving Skills
Adaptability
Teamwork
Time Management
Attention to Detail
Sales Skills
Knowledge of Insurance Products
CRM Software Proficiency
Microsoft Office Proficiency
Resilience
Complaint Handling

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry, particularly any roles that involved customer interaction or sales. Use keywords from the job description to demonstrate your fit for the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your engaging communication style and positive attitude. Mention specific examples of how you've successfully met customer needs in previous roles, and express your enthusiasm for joining the team.

Highlight Relevant Skills: In your application, emphasise your computer skills, especially with Microsoft Office and CRM systems. Discuss your ability to adapt and work as part of a team, as these are key traits the company values.

Prepare for Employment Checks: Be ready for the employment checks mentioned in the job description. Gather necessary documents that verify your recent employment, address, and any other information that may be required to streamline the process.

How to prepare for a job interview at Everywhen

✨Showcase Your Communication Skills

As an Insurance Advisor, your ability to communicate effectively is crucial. During the interview, demonstrate your engaging personal communication style by actively listening and responding thoughtfully to questions. This will show that you can connect with customers and understand their needs.

✨Highlight Relevant Experience

Make sure to discuss any previous experience in the insurance industry, especially if you have worked with charities or commercial combined insurances. Providing specific examples of how you've successfully handled customer inquiries or complaints will help illustrate your competence in the role.

✨Emphasise Adaptability and Resilience

The job requires a positive attitude and the ability to adapt to changing situations. Be prepared to share instances where you've demonstrated resilience in challenging circumstances or adapted to new processes. This will align with the company's values and show that you're a team player.

✨Familiarise Yourself with Company Values

Research the company’s mission and values before the interview. Understanding their commitment to customer experience and diversity will allow you to tailor your responses to reflect how you can contribute to their goals. This shows genuine interest and alignment with their culture.

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