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For Companies At a Glance
- Tasks: Help businesses find the right insurance solutions and provide ongoing support.
- Company: Join a dynamic team dedicated to delivering tailored insurance advice to clients.
- Benefits: Enjoy a Healthy Bonus Scheme, Private Health Care, and a Pension Scheme.
- Why this job: Make a real impact by helping clients navigate their insurance needs in a supportive environment.
- Qualifications: GCSEs in Maths and English, plus relevant insurance experience or training.
- Other info: Stay updated on industry trends while developing your analytical and problem-solving skills.
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.
- Healthy Bonus Scheme
- Employee Assistance Programme
- Private Health Care
- Pension Scheme
Requirements:
- 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
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
- Stay up-to-date with the latest industry trends and changes in insurance policies and regulations
- Comply at all times with the requirements of the firm's own procedures, the Financial Services and Markets Act 2000, and FSA regulations
- Be aware of and follow at all times the firm's policy on Treating Customers Fairly
- Maintain professional competence by complying at all times with the Training and Competence procedures of the firm
- Maintain customer records accurately and securely in accordance with the firm's own record keeping requirements and following data protection rules
Insurance Account Advisor employer: Oakland Insurance
Contact Detail:
Oakland Insurance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Advisor
✨Tip Number 1
Familiarise yourself with the latest trends in commercial insurance. Understanding current market conditions and emerging risks will not only help you in interviews but also demonstrate your commitment to staying informed in the industry.
✨Tip Number 2
Network with professionals in the insurance sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities at StudySmarter.
✨Tip Number 3
Brush up on your analytical and problem-solving skills. Consider taking short courses or workshops that focus on these areas, as they are crucial for developing customised insurance policies for clients.
✨Tip Number 4
Prepare to discuss real-life scenarios where you've successfully assessed client needs and provided tailored solutions. This will showcase your experience and ability to handle the responsibilities of an Insurance Account Advisor.
We think you need these skills to ace Insurance Account 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 analytical and problem-solving skills, as well as any customer service training you've undertaken.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about providing insurance solutions to businesses. Mention specific examples of how you've successfully assessed client needs and developed customised policies in the past.
Showcase Your Skills: Highlight your proficiency in Microsoft Office and any other relevant software. If you have experience with claims management or policy renewals, be sure to include that as well.
Research Industry Trends: Familiarise yourself with the latest trends and changes in the insurance industry. This knowledge will not only help you in your application but also prepare you for potential interview questions.
How to prepare for a job interview at Oakland Insurance
✨Know Your Insurance Basics
Brush up on your knowledge of commercial insurance policies and the specific needs of businesses. Be prepared to discuss different types of coverage and how they can be tailored to meet client requirements.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've successfully solved complex problems in previous roles. Highlight your analytical skills and your ability to develop creative solutions for clients' unique insurance needs.
✨Showcase Your Customer Service Experience
Since this role involves a lot of client interaction, be ready to share your experiences in customer service. Discuss how you’ve built relationships with clients and provided ongoing support, especially during claims management and policy renewals.
✨Stay Updated on Industry Trends
Research the latest trends and changes in the insurance industry. Being knowledgeable about current regulations and market shifts will demonstrate your commitment to professional competence and your ability to advise clients effectively.
