Insurance Advisor

We are delighted to be working with a client in the Stokesley area, who are looking for someone with a background in insurance or financial services to join their team as an Insurance Advisor. This is a fantastic opportunity to join a professional and supportive office, where customer care, honesty, and integrity are at the heart of everything they do.

As an Insurance Advisor, you will play a key role in supporting the success of the local branch. You’ll work closely with existing and new customers, ensuring their needs are met and delivering a first-class service.

Responsibilities:

• Providing sales and service support to personal lines customers, converting quotes into new business
• Managing customer policy reviews to help retain existing business
• Processing customer instructions for policy amendments
• Recording and managing leads using a CRM system (Microsoft Dynamics)
• Identifying cross-selling opportunities and introducing customers to financial services where appropriate
• Proactively seeking out new business opportunities
• Maintaining up-to-date product knowledge
• Undertaking additional administrative duties as required

About the candidate:

• A positive, can-do attitude with a strong attention to detail
• Great organisational skills and the ability to prioritise a busy workload
• Excellent communication skills, both written and verbal
• Proficiency in Microsoft Office and the ability to adapt to in-house systems
• Minimum of 5 GCSEs (grade C/4 or above), including Maths and English
• (Desirable but not essential) Two A-Level passes or prior insurance experience, ideally with CII qualifications

Benefits:

• 25 days annual leave plus Bank Holidays
• An additional day off for your birthday
• Monday to Friday working hours - no evenings or weekends
• Competitive salary with clear opportunities for career progression
• Access to a healthcare scheme following probation