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- 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 navigate their insurance needs in a supportive environment.
- Qualifications: GCSEs in Maths and English required; 1 year of commercial insurance experience preferred.
- Other info: Ongoing training provided to enhance your skills and knowledge in the insurance industry.
The predicted salary is between 36000 - 60000 £ 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
- 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 Client Service Adviser employer: Oakland Insurance
Contact Detail:
Oakland Insurance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Client Service Adviser
✨Tip Number 1
Familiarise yourself with the latest trends in commercial insurance. Understanding current market conditions and emerging risks will help you engage more effectively with clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the insurance industry. Attend local events or join online forums to connect with others in the field. This can lead to valuable insights and potential job referrals.
✨Tip Number 3
Brush up on your analytical and problem-solving skills. Consider taking a short course or engaging in practice scenarios that require you to develop creative solutions for complex insurance needs.
✨Tip Number 4
Prepare to discuss specific examples of how you've provided excellent customer service in past roles. Being able to articulate your experience in managing client relationships will set you apart from other candidates.
We think you need these skills to ace Insurance Client Service Adviser
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 the Company: Familiarise yourself with the company's values and approach to customer service. This will help you align your application with their expectations and demonstrate your commitment to treating customers fairly.
How to prepare for a job interview at Oakland Insurance
✨Know Your Insurance Basics
Make sure you 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 Your Customer Service Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've successfully handled customer queries or complaints in the past. Highlight your ability to listen and provide tailored solutions.
✨Showcase Your Analytical Abilities
Prepare to discuss how you approach problem-solving. You might be asked to analyse a hypothetical client's needs and suggest appropriate insurance solutions, so think through your analytical process beforehand.
✨Stay Updated on Industry Trends
Familiarise yourself with the latest trends and changes in the insurance industry. Being knowledgeable about current regulations and market shifts will demonstrate your commitment to the field and your clients.
