Insurance Consultant
Monday – Friday 9am – 5pm. No hybrid working,
Salary: £20,500
Duties:
Key responsibilities: Providing advice and arranging insurance cover for personal lines customers, including: Handling incoming customer enquiries by phone, email, and face-to-face. Assessing customers' insurance needs and recommending appropriate products and levels of cover. Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums. Converting quotations into sales while maintaining a strong customer service focus. Renewing existing policies and retaining customers through proactive contact and relationship management. Processing mid-term adjustments, cancellations, and policy amendments accurately. Identifying cross-selling and up-selling opportunities across the personal lines portfolio. Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries. Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures. Maintaining accurate client records and documentation on internal systems. Working towards individual and branch sales, retention, and customer service targets.
Key responsibilities:
Providing advice and arranging insurance cover for personal lines customers, including:
Handling incoming customer enquiries by phone, email, and face-to-face.
Assessing customers' insurance needs and recommending appropriate products and levels of cover.
Producing insurance quotations and explaining policy terms, conditions, exclusions, and premiums.
Converting quotations into sales while maintaining a strong customer service focus.
Renewing existing policies and retaining customers through proactive contact and relationship management.
Processing mid-term adjustments, cancellations, and policy amendments accurately.
Identifying cross-selling and up-selling opportunities across the personal lines portfolio.
Liaising with insurers to negotiate terms, obtain quotations, and resolve customer queries.
Ensuring all activities comply with FCA regulations, Consumer Duty requirements, and company procedures.
Maintaining accurate client records and documentation on internal systems.
Working towards individual and branch sales, retention, and customer service targets.
Essential Requirements:
The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,
The ideal candidate will have strong communication skills, attention to detail, excellent customer service and sales skills,
How To Apply: To Apply please speak to you JBG Advisor or call our customer service team free on 0300 123 2898
How to apply
To Apply speak to your JBG Advisor or call our customer service team free on 0300 123 2898 to register.