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Insurance Sales Advisor

Posted 4 January by First Personnel Ended
Insurance Sales Administrator Required

Job Purpose

To provide a professional, prompt and efficient Insurance Broking service to Clients and Insurers.

To observe the regulations issued by Financial Conduct Authority and other regulatory bodies.

To incorporate the group’s values into every procedure

Key Skills/Competencies & Qualifications

  • Act with integrity at all times when working with stakeholders
  • Proficiency in customer care and sales
  • A competent level of knowledge of the internal computer systems and procedures.
  • Knowledge of both Personal and Commercial lines products
  • Knowledge of relevant FCA and other regulation.
  • Awareness of Insurance market principles and practice.
  • Ability to assist in supervising/training other staff

Main Duties & Responsibilities

Sales, Advice and Policy Administration

For the classes of business agreed, undertake a full range of duties ensuring compliance with regulatory requirements including: -

Quotes/New business

Provide quotations on all product lines ensuring suitability with customer’s demands and needs
Place risks on cover and obtain/issue appropriate documentation including: -

  • Statutory documents (IDD, TOBA, DRIetc)
  • Statement of Facts (or Proposal Forms where relevant)
  • NCB proof
  • Covernotes
  • Policy Schedules
  • Certificates


  • Invite renewal on the best terms for the client re-broking as appropriate
  • Renew/replace policies issuing appropriate documentation
  • Lapse policies as appropriate
  • Mid-term adjustments/cancellations
  • Process mid-term adjustments/cancellations as appropriate
  • Issue revised documentation as appropriate


  • Provide advice to clients on available payment methods
  • Process payments
  • Set up finance agreements as required
  • Letters/memos:
  • Issue letters to clients/Insurers as appropriate
  • Issue memos to Insurers enclosing/requesting documentation as appropriate


  • Deal with complaints efficiently and compliantly.
  • Enter complaint details onto the system
  • Realise when complaint needs to be referred to line manager
  • System diaries: -
  • Use the diary system as necessary to ensure a clear audit trail


Undertake accounting/banking duties as required including: -

Daily banking (including day end report)

Support other offices including

  • Offering advice on products
  • Offering advice on system issues
  • Offering advice on marketing strategies
  • Dealing with closed offices telephone calls


Undertake marketing duties as required ensuring compliance with corporate and regulatory requirements including:

  • Contact previously insured clients in the hope of regaining lost business
  • Cross selling

Compliance, Training & Development

Observe company procedures in the following areas to ensure the firm remains compliant with FCA and other regulations

  • Conduct Risk/ Treating Customers Fairly (TCF)
  • Conflicts of Interest
  • Training & Competence
  • Financial crime including:
  • Money laundering
  • Bribery Act 2010
  • UK financial sanctions
  • Data security (including Data Protection Act)
  • Produce and maintain own personal development plan with your line manager

Think you'll cut the mustard? Call Abbie today.

Job Type: Full-time

Salary: £18,000.00 to £20,000.00 /year

Reference: 34131226

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