Job Description

Junior Insurance Advisor

Location: Bridgwater

Salary: Negotiable

Overview

We are currently looking for a Junior Insurance Advisor to join our successful and experienced team based out of the Bridgwater office.

Full training is provided, you will advise clients regarding the conversion of new business, service existing accounts and work on retention of motor and household insurance renewals to achieve company income targets.

This is a long term and progressive opportunity at one of our leading branch locations. If you are keen on working in a professional, friendly and happy environment this position will suit you.

The day to day

:

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. Keep Up to date with Continuous Professional Development Plan (CPD) As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives.

What's on offer:

Negotiable basic salary + bonus Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Your experience:

Experience of Customer Service and/or General Insurance Ability to identify the best policy to meet clients' needs Ability to take responsibility for own performance Strong verbal and written communication
Job Types: Full-time, Permanent

Benefits:

Company pension Employee discount Life insurance
Ability to commute/relocate:

Bridgwater TA5: reliably commute or plan to relocate before starting work (required)
Work authorisation:

United Kingdom (required)
Work Location: In person