At a Glance
- Tasks: Manage client relationships and provide top-notch insurance advice.
- Company: SJL Insurance Services, a forward-thinking insurance broker.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: 1 year of insurance experience and strong communication skills.
- Other info: Opportunity for growth in a respectful and transparent workplace.
The predicted salary is between 28800 - 48000 £ per year.
SJL Insurance Services is an innovative, forward-thinking insurance broker that provides a high-quality, professional service to a national and international portfolio of clients.
As an Insurance Advisor, you will manage a panel of business, including MTA’s and Renewals. Managing renewals, it is essential that you do so with a view of retaining, cross selling and gaining referrals. Working with customers, it is vitally important that you ensure an excellent level of customer service at all times, meeting the demands and needs of each, in line with our compliance framework. It is also important that you have the ability to identify any additional client requirements, ensuring that you provide insurance advice and solutions as a result.
Responsibilities & Duties:
- To ensure all renewals are invited as per FCA guidelines (in good time), compliantly and efficiently
- To develop ongoing, mutually beneficial relationships with clients, introducers and insurers
- Adhere to company policies in company handbook
- Embrace and use Broker Assess for CPD, ensuring you meet standards as laid out by the firm
- Regular reporting to Senior Executive
- Supervise or carry out data capture for renewals and enquiries promptly, ensuring fair treatment of our clients
- Prepare market presentation and carry out broking exercises as instructed
- Ensure that you contribute to making SJL the best possible working environment where all external and internal stakeholders are treated with respect, fairness and transparency
- To always act with integrity, due care, skill and diligence, observing proper standards of market conduct
Skills Required:
- Minimum of 1 year of insurance experience
- Ability to prioritise and organise workloads, ensuring deadlines are adhered to
- Ability to construct effective written communications, including letters, emails and reports
- Ability to liaise confidently and effectively via the telephone, in writing and face to face
- Knowledge and understanding of a wide range of insurance contracts including current market conditions
- Knowledge and understanding of FCA rules and guidelines as well as GDPR & IDD
- Knowledge and understanding of the firms IT system and use of its computer quotation engines
- Willingness to continue to learn and develop
Insurance Advisor employer: SJL Insurance Services
Contact Detail:
SJL Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Insurance Advisor role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, snappy introduction about yourself and your experience in insurance. Make it memorable so they think of you when opportunities arise.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows you're keen and professional. Plus, it gives you another chance to reiterate why you're the perfect fit for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application. Plus, applying directly shows your enthusiasm for joining our team at SJL Insurance Services. Don’t miss out!
We think you need these skills to ace Insurance Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Insurance Advisor role. Highlight your relevant experience in insurance, especially around managing renewals and customer service, as this will show us you understand what we're looking for.
Showcase Your Communication Skills: Since effective written communication is key for this role, give us examples of how you've successfully communicated with clients in the past. Whether it's through emails, reports, or letters, let us see your best work!
Demonstrate Your Knowledge: We want to know that you’re familiar with FCA guidelines and current market conditions. Include any relevant certifications or training you've completed, and don’t hesitate to mention your understanding of GDPR and IDD.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at SJL Insurance Services
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of various insurance contracts and current market conditions. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry inside out.
✨Showcase Your Customer Service Skills
Since this role is all about managing client relationships, be prepared to share examples of how you've provided excellent customer service in the past. Think of specific situations where you went above and beyond to meet a client's needs.
✨Understand Compliance Inside Out
Familiarise yourself with FCA guidelines and compliance frameworks relevant to the role. You might be asked how you would handle certain scenarios, so having a solid grasp of these regulations will set you apart from other candidates.
✨Prepare for Role-Playing Scenarios
Expect some role-playing during the interview where you might need to demonstrate how you'd handle renewals or client inquiries. Practising these scenarios beforehand can help you feel more comfortable and showcase your skills effectively.