At a Glance
- Tasks: Provide top-notch service to clients and manage insurance products effectively.
- Company: Dynamic insurance firm with growth opportunities in Billericay.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Other info: Exciting networking events and opportunities for professional growth.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Strong communication skills and a willingness to learn about insurance.
The predicted salary is between 34650 - 42350 £ per year.
Job Type: Permanent
Ref: SJP230833Overall objective of the role: Dealing with a wide variety of Insurance Products Personal Lines, Commercial Combined, Household, Motor, Fleet.
Learn more about the general tasks related to this opportunity below, as well as required skills.
- 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. xrnqpay 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.
Insurance Account Advisor in Penzance employer: The Recruiter Specialists
As an Insurance Consultant in Billericay, Essex, you will join a dynamic team that values professional growth and offers comprehensive training to help you excel in your role. Our supportive work culture encourages collaboration and innovation, while our commitment to client satisfaction ensures that you will be engaged in meaningful work that directly impacts our clients' lives. With opportunities for networking and involvement in community events, this position not only promises career advancement but also a chance to make a difference in the insurance industry.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Advisor in Penzance
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like The Recruiter Specialists). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like The Recruiter Specialists. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Account Advisor in Penzance
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at The Recruiter Specialists.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at The Recruiter Specialists. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at The Recruiter Specialists
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at The Recruiter Specialists to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at The Recruiter Specialists, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding The Recruiter Specialists's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
