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- Tasks: Support clients with insurance needs and manage various insurance products.
- Company: Expanding insurance firm in Billericay, Essex.
- Benefits: Career growth opportunities and a dynamic work environment.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: No specific experience required; just a passion for helping others.
- Other info: Engage in networking events and social media marketing.
The predicted salary is between 36000 - 60000 £ per year.
Insurance Account Advisor
Salary: Not specified
Location: Billericay, Essex
Job Type: Permanent
Ref: SJP230833
Overall objective of the role:
Dealing with a wide variety of Insurance Products Personal Lines, Commercial Combined, Household, Motor, Fleet. Although experience of some of these if not all will be considered
Main duties to include:
* Provide day-to-day service to meet client requests and requirements in order to retain existing allocated clients, working at moderate or high degrees of pressure according to targets and workload.
* Will exercise considerable discretion and independence under general guidance but refer to higher levels when required.
* Produce fact-finding documents or supporting documentation to assist the periodic customer review process.
* Identify additional opportunities for profitable growth by recognising client exposures and recommending cover enhancements.
* Negotiation of competitive terms with the product/service providers in order to satisfy client requirements.
* Handling invoicing of all premiums due including effective credit control, where necessary.
* Check all client documentation for accuracy prior to issue to the client.
* To take and action instructions relating to the provision of cover.
* To ensure all communications are accurately recorded against client records.
* Ensure company procedures are followed, in order to adhere with both quality standards and compliance regulation, in accordance with their authority.
* Carry out client visits as and when necessary.
* Virtual file creation and management.
* Diary management.
* Other duties as required in supporting the Professions team.
Specific duties and key responsibilities:
* Handling and Organising all incoming correspondents including responding where an Account Executive’s input is not required.
* Booking mid-term and renewal meetings for allocated Account Executive.
* Providing a specialist broking service for Desktop Clients.
* Processing any desktop renewals and any other renewals that do not need Account Executives input/visit.
* Attending Networking Events when required.
* Diary Management and appointment creation for the Divisional Director.
* Ensuring confidentiality is maintained at all times.
* Getting involved with web and/or Social Media marketing.
* Database Preparation, management and Cleansing.
This is an great opportunity for someone who is looking for genuine prospects and to be part of this expanding and developing Insurer.
Please submit your CV for the attention of the Hiring Manager if this role is of interest to you.
The Recruiter Specialists are acting as a Recruitment Agency as Preferred Supplier for this position.
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Insurance Account Advisor employer: The Recruiter Ltd
Contact Detail:
The Recruiter Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Advisor
✨Tip Number 1
Network like a pro! Attend industry events and connect with people in the insurance sector. You never know who might have a lead on your dream job or can give you insider tips.
✨Tip Number 2
Show off your skills! Prepare a portfolio that highlights your experience with various insurance products. This will help you stand out when chatting with potential employers.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role of an Insurance Account Advisor.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities, and applying directly can sometimes give you a better chance of landing that interview. Don’t miss out!
We think you need these skills to ace Insurance Account Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Insurance Account Advisor role. Highlight any relevant insurance experience, especially with personal lines or commercial products, to catch our eye!
Showcase Your Communication Skills: Since you'll be dealing with clients and handling documentation, it's crucial to demonstrate your communication prowess. Use clear, concise language in your application to show us you can handle client interactions effectively.
Highlight Your Attention to Detail: Accuracy is key in this role, so make sure to mention any experiences where you've had to check documents or manage client records. We want to see that you can keep everything in order and spot any potential issues before they arise.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at The Recruiter Ltd
✨Know Your Insurance Products
Make sure you brush up on the various insurance products mentioned in the job description, like Personal Lines and Commercial Combined. Being able to discuss these confidently will show that you're serious about the role and understand what it entails.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to handle pressure and meet targets, as this is crucial for the role. Think of specific situations where you retained clients or identified growth opportunities.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, be ready to discuss how you ensure precision in your work. Bring up instances where you checked documentation or handled invoicing, and explain your process for maintaining high standards.
✨Engage with Networking Experience
If you've attended networking events or have experience in social media marketing, make sure to mention it. This shows that you're proactive and willing to engage with the industry, which can be a big plus for the hiring team.
