Job Details

Customer Insurance Sales Advisor

Sector:General Insurance

Region : North West England

Location: Poynton

Salary: up to £18,000 + Bonuses

Job Ref.: DBIA240315

Job Information

We are seeking an experienced Insurance Advisor to join a friendly and professional broker in Poynton to provide client service support to a portfolio of existing commercial clients.

Main duties will include;

• To assist with providing quotations for existing and new business
• Ensuring the task diaries are kept up to date
• Providing support to other members of the operations department as required
• Issuing quotations and mid-term amendments
• Issuing all member documentation in an accurate, efficient and timely fashion
• Raising underwriting concerns and rating the risks appropriately
• Taking first notification of loss for all claims enquiries
• Dealing with basic accounts queries and referring over to the accounts department as appropriate


The successful candidate will ideally have experience within either Commercial or Personal Lines Insurance and have an understanding of FSA regulatory. Experience in a customer service or call centre environment would be considered essential with any experience in Commercial or Personal Motor a significant advantage but not essential as full training will be given.

Experience with meeting new business targets is desirable. This opportunity would be perfect for someone looking to progress from Personal Lines into the Commercial market as full training will be provided in this area.