- Administer and manage insurance policies
- Deliver outstanding customer service
- Retain and renew existing clients
- Identify opportunities to generate new business through referrals, cross-selling, and new business generation
- Work towards and exceed achievable performance and sales targets
- Build strong client relationships through clear, professional communication
- Operate effectively in a fast-paced, target-driven environment
- Ensure all work remains FCA compliant
- Participate in comprehensive training and ongoing support
- Work every other Saturday morning, with time off in lieu during the week
Requirements
- Previous insurance experience within Personal Lines preferred but not essential
- Excellent customer service and communication skills
- Proven experience in retention, sales, or business development
- Ability to build and maintain client relationships
- Confident and professional telephone manner
- Ability to identify business opportunities
- Positive attitude and genuine desire to learn, develop, and build a career in insurance
- Experience in a customer-facing, sales, or insurance-related environment
- Strong attention to detail
- Ability to manage multiple tasks and systems effectively
- Ability to work every other Saturday morning, with time off in lieu during the week
- FCA-compliant working practices
Core Competencies
Demonstrates strong customer service and communication skills while effectively managing insurance policies and building client relationships. Proven ability to identify business opportunities and achieve sales targets in a fast-paced, FCA-compliant environment.
Highest-signal resume keywords
- Insurance Policy Administration
- Customer Service Excellence
- Sales Target Achievement
- Client Relationship Management
- FCA Compliance
Soft Skills
- Professional Communication
- Positive Attitude
- Confident Telephone Manner
- Ability to Manage Multiple Tasks
Industry Keywords
- Personal Lines Insurance
- FCA Compliance
- Customer-Facing Environment
- Sales Environment
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Insurance Advisor in Swindon employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
