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Insurance Advisor

SJL Insurance Service
Worcester, England
Full time
2 weeks ago

Overview

This is an opportunity for a driven and engaging individual to start a new career in insurance with a broker at the forefront of the industry.

SJL Insurance Services are offering a full training program, covering all the important aspects of the insurance industry and the job role, with a mixture of classroom and on the job support. This is the first step for a career in an ever-growing industry with great development and progression opportunities.

Scope of Role

  • Deal with a wide range of insurance clients, providing solutions in line with business targets
  • Work with customers to ensure an excellent level of customer service
  • Meet compliance and regulatory requirements on a monthly and annual basis
  • Identify additional client requirements and provide insurance advice and solutions

Principle Objectives and Responsibilities

  • To always act with integrity, due care, skill and diligence, observing proper standards of market conduct
  • To always be open and cooperative with the FCA, PRA and other regulators or compliance teams
  • To ensure all renewals and enquiries are quoted and invited as per FCA guidelines (in good time), compliantly and efficiently
  • To develop ongoing, mutually beneficial relationships with Clients, Introducers and Insurers
  • Adhere to company policies in company handbook
  • Embrace learning for CPD, ensuring you meet standards as laid out by the firm
  • Regular reporting to Senior Executive
  • Supervise or carry out data capture promptly, ensuring fair treatment of our clients
  • Prepare market presentations and carry out broking exercises
  • Ensure that you contribute to making SJL the best possible working environment where all external and internal stakeholders are treated with respect, fairness and transparency

Skills and background required

  • Drive and work ethic to begin a career in the insurance sector
  • Ability to prioritise and organise workloads, ensuring deadlines are adhered to.
  • Ability to construct effective written communications, including letters, emails and reports.
  • Ability to liaise confidently and effectively via the telephone, in writing and face to face.
  • Ability to review documentation and use eye for detail to identify issues and amendments required
  • Ability to demonstrate good negotiation skills
  • Proven full time work experience
  • Ability to work with computers, and knowledge and understanding of Microsoft IT systems
  • Willingness to continue to learn and develop

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