Insurance Advisor Job at Office Angels (Taunton)

Insurance Advisor

We're working with a highly respected, locally rooted firm that has built a stro...

Location

United Kingdom , Taunton

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Ideally, insurance experience, however, if you have experience in a similar regulatory sector then this may also be considered
A natural relationship builder with excellent interpersonal and communication skills
Self-motivated, target-driven, and comfortable working independently
Ideally Cert CII qualified or willing to work towards it (support provided)
A genuine interest in helping people protect what matters most to them

Job Responsibility

Engaging with new and existing clients to understand their insurance needs
Providing tailored advice and solutions across a range of personal and commercial insurance products
Building long-term relationships through trust, expertise, and proactive communication
Identifying opportunities to grow the client base through networking, referrals, and outreach
Working closely with a supportive team of professionals in a collaborative environment

What we offer

28 days annual leave plus Bank Holidays
additional day off for your birthday
Group Personal Pension
Bonus Scheme
an array of health and wellbeing benefits
enhanced sick pay and parental leave
support and funding toward study and professional qualification
paid time off for volunteering

Fulltime

Insurance Advisor

Are you a confident communicator with a passion for building relationships and h...

Location

United Kingdom , Taunton

Salary:

30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Ideally, insurance experience
Experience in a similar regulatory sector may also be considered
A natural relationship builder with excellent interpersonal and communication skills
Self-motivated, target-driven, and comfortable working independently
Ideally Cert CII qualified or willing to work towards it (support provided)
A genuine interest in helping people protect what matters most to them

Job Responsibility

Engaging with new and existing clients to understand their insurance needs
Providing tailored advice and solutions across a range of personal and commercial insurance products
Building long-term relationships through trust, expertise, and proactive communication
Identifying opportunities to grow the client base through networking, referrals, and outreach
Working closely with a supportive team of professionals in a collaborative environment

What we offer

28 days annual leave plus Bank Holidays
Additional day off for your birthday
Group Personal Pension
Bonus Scheme
An array of health and wellbeing benefits
Enhanced sick pay and parental leave
Support and funding toward study and professional qualification
Paid time off for volunteering

Fulltime

Customer Service Advisor - Insurance

Do you an expert in Insurance? Are you passionate about delivering outstanding c...

Location

United Kingdom

Salary:

12.24 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

A genuine passion for delivering exceptional customer service with an empathetic, customer-first approach
Boldness in your ability to handle a variety of customer inquiries, confidently resolving challenges and finding the best solutions
Strong written and verbal communication skills, enabling you to build trust and communicate effectively with customers
Experience working in a customer-facing environment, particularly within the insurance or customer service industry
Confidence with IT systems and the ability to navigate customer service software
Flexibility, professionalism, and the drive to learn and grow in a dynamic environment
A self-motivated mindset, capable of managing objections and turning difficult situations into positive outcomes

Job Responsibility

Answering calls and asking relevant questions to connect customers with the appropriate insurance brokers
Selling the value and benefits of the BIBA portfolio to both new and existing customers, ensuring they understand their options
Displaying excellent customer service and negotiation skills to maximize the potential of each call and build trust with customers
Embracing the challenge of handling customer queries and objections, maintaining a solution-focused and empathetic approach
Accurately logging all call outcomes, ensuring precise and timely data entry

Fulltime

Commercial Insurance Advisor

We are currently looking for a Commercial Insurance Advisor to join the successf...

Location

United Kingdom , Somerton

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Broking commercial insurances from a number of sectors such as liability property to financial lines
Handling new business quotation enquiries, renewals and mid-term adjustments
Experience of commerce and industry and familiarity with markets and economic trends
Ability to develop and maintain business contacts and goodwill
Excellent interpersonal, written and verbal communication skills
Ability to prepare and present reports
Pro-active and self-motivated
Strong planning and organisation skills to meet deadlines
Attention to detail
Co-operative and supportive team player

Job Responsibility

Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s
Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
Review client documentation and ensure its accuracy and that it meets the client’s needs.
Ensure documents are issued within contract certain timelines.
Identify and discuss with your clients any recommended and relevant additional covers
Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.

What we offer

Negotiable basic salary + bonuses
Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)
CII Membership and CII Studies / exams paid

Fulltime

Senior Commercial Insurance Advisor

We are currently looking for a Senior Commercial Insurance Advisor/Handler to jo...

Location

United Kingdom , Devizes

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Broking insurance from a number of sectors such as liability, property to financial lines
Handling new business quotation enquiries, renewals and mid-term adjustments
Experience of commerce and industry and familiarity with markets and economic trends
Ability to develop and maintain business contacts and goodwill
Excellent interpersonal, written and verbal communication skills
Ability to prepare and present reports
Pro-active and self-motivated
Strong planning and organisation skills to meet deadlines
Attention to detail
Co-operative and supportive team player

Job Responsibility

Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI’s
Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
Review client documentation and ensure its accuracy and that it meets the client’s needs.
Ensure documents are issued within contract certain timelines.
Identify and discuss with your clients any recommended and relevant additional covers
Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.

What we offer

Negotiable basic salary + bonuses
Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)
CII Membership and CII Studies / exams paid

Fulltime

Personal Lines Insurance Advisor

The Personal Lines Insurance Advisor is central to the local region and alongsid...

Location

United Kingdom , Plymouth

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Preferable experience of General Insurance or Financial Services
Insurance broking of handling new enquiries, renewals and mid-term adjustments
Ability to identify the best policy to meet clients’ needs
Ability to take responsibility for own performance
Strong verbal and written communication

Job Responsibility

Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI’s
Ensure you carry out thorough pre renewal reviews and with your clients annually
Conduct a full market review for your client and offer the most suitable policy and product
Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date
Ensure polices are renewed, on or before the renewal date
Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to
Manage and prioritise your Tasks are kept up to date and not overdue
Identify and discuss with your clients cross sell opportunities
Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time
Adherence to our Training & Competency scheme and pass audits

What we offer

25 days holiday + Bank Holidays
Pension
Death in Service
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)

Fulltime

Life Insurance Advisor

Our client, a leader in the insurance and health benefits industry, is seeking a...

Location

Canada , North York; Downtown Toronto

Salary:

65000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Valid LLQP (or HLLQP) license required
Minimum 4+ years of call center experience in sales or retention, ideally within insurance or financial services
Strong understanding of needs-based sales and client relationship management
Excellent communication, organization, and problem-solving skills
Professional, self-motivated, and results-oriented with a strong work ethic
Ability to thrive in a fast-paced, performance-driven environment

Job Responsibility

Deliver 40–60 client touchpoints per day through calls, voicemails, and emails (not all will be connects)
Engage with potential and existing clients to understand their insurance needs and recommend suitable solutions
Promote additional products or services when appropriate
Maintain accurate and detailed client information within CRM systems
Achieve and exceed sales, retention, and customer satisfaction targets
Participate in training, coaching, and performance improvement initiatives to enhance results

What we offer

Comprehensive health, dental, and wellness benefits
RRSP matching
paid vacation
professional development opportunities
quarterly bonuses ($5,000 per quarter)

Fulltime

Customer Service Advisor - Insurance

Do you an expert in Insurance? Are you passionate about delivering outstanding c...

Location

United Kingdom

Salary:

12.24 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

A genuine passion for delivering exceptional customer service with an empathetic, customer-first approach
Boldness in your ability to handle a variety of customer inquiries, confidently resolving challenges and finding the best solutions
Strong written and verbal communication skills, enabling you to build trust and communicate effectively with customers
Experience working in a customer-facing environment, particularly within the insurance or customer service industry
Confidence with IT systems and the ability to navigate customer service software
Flexibility, professionalism, and the drive to learn and grow in a dynamic environment
A self-motivated mindset, capable of managing objections and turning difficult situations into positive outcomes
Must be based in the UK whilst working
Must have a Windows 11 compatible machine with Windows 11 24H2, 8th Generation (or later) Intel i-Series processor or 3rd Gen (or later) AMD Ryzen processor, 8GB RAM Minimum, 15GB+ Free Storage Space OR an Apple/macOS device with macOS 14 (Sonoma) or later, 8GB RAM Minimum, 15GB+ Free Storage Space
Must have an Apple or Android smartphone equipped with either iOS 17.0 (or later) or Android 13.0 (or later)

Job Responsibility

Answering calls and asking relevant questions to connect customers with the appropriate insurance brokers
Selling the value and benefits of the BIBA portfolio to both new and existing customers, ensuring they understand their options
Displaying excellent customer service and negotiation skills to maximize the potential of each call and build trust with customers
Embracing the challenge of handling customer queries and objections, maintaining a solution-focused and empathetic approach
Accurately logging all call outcomes, ensuring precise and timely data entry

Fulltime

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Insurance Advisor

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