Insurance Advisor

Job Description

Local company in Trowbridge & Chippenham are looking to recruit a insurance advisor.

Excellent communication literacy and numeracy skills an understanding of financial management principals.IT literate able to create letters, graphs reports flow charts.

  • Adhere to the company processes and deliver your individual PDP

  • Achieve own and team objectives and comply with legal, regularity and industry codes of practice.

  • Demonstrate strong customer focus, and excellent customer service skills and respond promptly to customer needs and take responsibility for customer concerns,Write New Business· Renewals (in branch level) Adjustments Cancellations

  • Collect any outstanding premiums generated as a result of sales and make sure these premiums are prepared on the SSP system correctly to enable the accounts dept to pay the insurers.

  • Answer inbound calls within 3 rings Deal with walk-in customers promptly and politely.Provide an advised sales service to clients. Resolve queries. Liaise with Insurers Liaise (claims management) on client motor claims.Be pro-active & turn enquiry calls in to sales Sell additional optional products to existing clients Cross Sell Main stream products e.g. Motor & Household to existing clients Work to targets Action company and client post Handle cash, cheques, and process credit/debit card payments

  • Any reasonable request by line manager not specified above 

  • Annual pay reviews and bonus scheme.