Insurance Advisor

Location Lutterworth
Discipline: Insurance
Job type: Permanent
Salary: Up to £40000.00 per annum
Contact name: Dervla O'Driscoll

Job ref: 12388
Published: 17 days ago
Startdate: ASAP

SALARY UP TO £40,000

Get recruited is proud to represent a small friendly insurance brokerage looking to expand their team due to a recent company growth.

You will be responsible for the servicing the needs of SME Commercial Clients, involved in taking on new business through referrals, contacting clients as their renewals approach and be a point of contact for your clients throughout their policy term as and when any issues arise.


  • Experience in Commercial Insurance Broking
  • Handling renewals, Mid-Term Adjustments and taking on new business through referrals.
  • Experience with Acturis software is strongly preferred
  • A demonstrated passion for excellence with respect to treating and caring for customers.
  • The ability to communicate clearly and professionally, both verbally and in writing.
  • To have strong decision making and analytical abilities.
  • To have strong detail orientation and communication / listening skills.
  • A willingness to work a flexible schedule and occasional overtime when needed.
  • To possess a strong work ethic and team player mentality.

Main Tasks and Responsibilities

  • To complete the task of "fact finding" to identify clients' requirements and to provide a quotation to meet their Demands and Needs and fulfil our obligation of "Treating Customers Fairly" (TCF).
  • To obtain quotations, using delegated authority arrangements or by referring to insurers, to communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant's needs.
  • To contact clients to renew policies and the preparation of required renewal documentation in accordance with company guidelines and requirements.
  • To produce new business income, maximise and manage prospects from the company database in accordance with Company Procedures and Regulatory Requirements.
  • The role involves areas where the jobholder deals with commercial lines administration, setting up New Business and Renewal cases in Acturis, correspondence and liaising with insurers as required. The role also involves pursuing diarised issues and the checking of endorsements, warranties and special conditions relating to New Business and Renewal documents before despatch. Some of the work may be supervised.
  • To enable the smooth operation and continued development of the renewal team.
  • To ensure that the renewal team operates in line with CRK vision and priority
  • To professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
  • To troubleshoot customer issues over the phone.
  • To use automated information systems to analyse the customer's situation.

Get Recruited is acting as an Employment Agency in relation to this vacancy.