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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 a supportive employee assistance programme.
- Why this job: Make a real impact by helping clients navigate their insurance needs in a rewarding 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 collaborative team setting.
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 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
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
Network with professionals in the insurance industry. Attend local events or join online forums where you can connect with other Commercial Insurance Advisors. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in commercial insurance. Read industry publications and follow relevant blogs to stay updated on changes in policies and regulations. This knowledge will not only boost your confidence but also impress potential employers.
✨Tip Number 3
Practice your communication skills. Since building relationships with clients is key, consider role-playing scenarios with friends or colleagues. This will help you articulate your thoughts clearly and develop a more personable approach.
✨Tip Number 4
Prepare for potential interview questions by researching common queries for Commercial Insurance Advisors. Think about how your previous experiences relate to the responsibilities of the role, and be ready to share specific examples that demonstrate your skills.
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 understanding of clients' needs and how you can develop customised insurance policies. Use examples from your past experience to demonstrate your capabilities.
Highlight Relevant Skills: In your application, clearly outline your analytical skills, attention to detail, and ability to meet sales targets. These are essential for the Commercial Insurance Advisor position and should be evident in your written application.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key traits for this role.
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 Communication Skills
As a Commercial Insurance Advisor, strong communication is key. Practice articulating complex insurance concepts in simple terms, and be ready to showcase how you've built relationships with clients in the past.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your analytical and problem-solving skills. Prepare examples of how you've creatively solved issues for clients or adapted policies to meet unique requirements.
✨Stay Informed About Industry Trends
Research current trends and changes in the insurance industry before your interview. Being knowledgeable about recent developments will demonstrate your commitment to the field and your ability to provide informed advice to clients.
