Insurance Broker – Customer Advisor Role

• Good standard of education
• Good proven sales skills
• Good oral and written communication skills.
• Have patience, politeness and maintain professionalism working in a busy environment.
• Ability to multi-task and prioritise
• Ability to communicate with both clients and colleagues at all levels of seniority.
• Liaise effectively with other internal departments and external insurers.
• Confidence to deal with difficult situations and to know when appropriate, seek guidance from managers
• Good team working skills and ability to work with minimal supervision.
• Desire to gain full understanding of products and processes and complete CPD (continuous professional Development)
• Computers skills - Word Excel
• Understanding the Data Protection Act.
• Be able to empathise and show a caring attitude.

• Selling, advising and arranging personal lines insurance.
• Demonstrating a positive, enthusiastic attitude towards clients and recognising the importance of being a team player.
• Understanding client's needs and requirements and working to impress them with knowledge and helpful attitude.
• Providing client service in line with company policies and internal compliance.
• Understanding the scope of products we deal with representing over 30 different Insurers
• Being a point of contact for client's needs and dealing with these requirements to successful outcomes.
• To maintain a good level of personal smartness and presentation.
• To actively follow company policies & comply with Data protection
• Contacting clients for required information, payment and supporting documents to fulfill validation requirements
• Completing accurate records and computer files, diaries, journals and to the extent others can follow notes and history
• To attend staff meetings and training as required.
• Following instructions from managers and attending to jobs required

• Previous experience in the Car Insurance sector.
• Previous experience in Banking, Retail
• Understanding of cars.
• Call centre experience
• Ability to problem solve
• Good understanding of Maths and percentages