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Insurance Advisor

Posted 31 January by Boxtree Recruitment Ended

Boxtree recruitment are looking for a Insurance Advisor for an established and growing insurance brokerage.

You will be willing and able to provide an elevated level of customer service to clients that are seeking financial lines insurance products such as private medical protection insurance.

This private medical Insurance Advisor will be very comfortable in working on existing clients and policies as well as handling client enquiries for new business quotations that come into the business when requested by clients.

Insurance Advisor Responsibilities:

  • Responsible for the renewal, adjustment and new business quotations incoming into the business to ensure elevated levels of customer service always for private medical insurance.
  • Treat customers fairly and handle them promptly always
  • Achieve company income targets in accordance with targets put in place by management and the existing team members
  • Working with clients to establish if there are any up-sell or cross-selling opportunities for new policies
  • Maintaining all in-house systems for customers and underwriters to ensure good audit trail
  • Ensure that data is managed and protected professionally always
  • Manage the departmental diary system to ensure upmost efficiency.

Required skills

  • Broker
  • Insurance
  • Private Healthcare
  • Protection
  • Sales

Reference: 34363351

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