Job Description

What you'll be doing as Insurance Advisor


You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call.

  • Handling inbound and outbound calls, providing a professional and personable service

  • Producing Insurance quotations and converting opportunities into new and additional business

  • Supporting renewals and retention, building strong customer relationships

  • Processing mid-term adjustments and customer instructions accurately

  • Identifying cross-sell opportunities and making introductions where appropriate

  • Recording and managing leads and activity using a CRM system

  • Building product knowledge over time with structured training and coaching

  • As you develop, supporting smaller business customers (training provided)

    • What we're looking for fr...

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