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 9am - 5pm working hours - no evenings or weekends

Competitive salary with clear opportunities for career progression

Access to a healthcare scheme following probation