Providing professional support and advice to clients ensuring high levels of service and client satisfaction
Answering client queries, deal with renewals and mid term adjustments in a professional and timely manner
Dealing with new business quotations and/or presentations to market on behalf of Account Executives within timescales requested.
Ensuring all policy administration is dealt with in a professional and timely manner
Focusing on timely collection of client money in accordance company procedures
Be proactive
making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews with clients regularly

Confidence and capability of building rapport over the telephone to provide an excellent client experience
Ability to provide holistic advice based reviews and recommendations to clients
Tenacious and motivated towards meeting and exceeding sales targets
Organised, resourceful, deadline driven and supportive of the wider team
Ability to work in a regulated, compliant and client focused environment

Insurance Adviser

Key skills