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For Companies At a Glance
- Tasks: Help businesses find the perfect insurance solutions tailored to their needs.
- Company: Join a dynamic team dedicated to providing top-notch insurance advice and support.
- Benefits: Enjoy a healthy bonus scheme, private healthcare, and a pension plan.
- Why this job: Make a real impact by helping clients protect their businesses while growing your career.
- Qualifications: GCSEs in Maths and English required; 1 year of commercial insurance experience preferred.
- Other info: Opportunity for ongoing training and development in a supportive environment.
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 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. Building relationships can lead to valuable insights and potential job opportunities.
✨Tip Number 2
Stay updated on the latest trends in commercial insurance. Follow industry news, subscribe to relevant newsletters, and participate in webinars. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare for role-specific scenarios during interviews. Think about how you would assess a client's needs or handle a complex claim. Practising these scenarios can help you articulate your problem-solving skills effectively.
✨Tip Number 4
Showcase your sales achievements. Be ready to discuss specific examples of how you've met or exceeded sales targets in the past. This will highlight your ability to contribute to the company's growth and align with their goals.
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 showcases your understanding of the insurance industry and your ability to meet client needs. Mention specific examples of how you've successfully developed customised solutions for clients in the past.
Highlight Relevant Skills: In your application, clearly outline your analytical skills, attention to detail, and proficiency with Microsoft Office. These skills are essential for the role and should be evident in your written application.
Showcase Your Achievements: Include any metrics or achievements that demonstrate your success in meeting or exceeding sales targets. This will help you stand out as a candidate who can contribute to the company's growth.
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 hypothetical scenarios that test your analytical and problem-solving skills. Think of examples from your previous roles where you creatively solved issues for clients and be ready to share these stories.
✨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.
