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Insurance Adviser – Personal Lines
Benefact Group. Provide professional support and advice to clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing professional client support and advice while ensuring compliance with regulatory guidelines. Capable of maximizing client satisfaction and achieving business income targets through effective communication and organizational skills.
Highest-signal resume keywords
Client Relationship ManagementHolistic Advice ProvisionRegulatory ComplianceInsurance ExperienceChartered Insurance Institute Certificate
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Confident CommunicationOrganizational SkillsResourcefulnessDeadline DrivenTeam Support
Tools & Technologies
IT Literacy
Certifications & Qualifications
Chartered Insurance Institute Certificate in Insurance
Industry Keywords
Client SatisfactionPolicy AdministrationRenewalsMid-Term AdjustmentsCompliance Guidelines
About the role
Key responsibilities & impact- Provide professional support and advice to clients
- Ensure high levels of service and client satisfaction
- Answer client queries
- Deal with renewals and mid-term adjustments in a professional and timely manner
- Ensure all policy administration is dealt with professionally and promptly
- Adhere to Company, regulatory and compliance guidelines
- Maintain and develop own technical competence
- Maximise client satisfaction and achieve existing and new business income targets in support of the business strategy
Requirements
What you’ll need- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Ability to provide holistic advice based reviews and recommendations to clients
- Ability to work in a regulated, compliant and client focused environment
- Organised, resourceful, deadline driven and supportive of the wider team
- IT Literate
- Chartered Insurance Institute Certificate in Insurance (hold or willing to work towards)
- Previous Insurance experience
Benefits
Comp & perks- 28 days annual leave plus bank holidays
- Your birthday off
- Group Personal Pension
- Bonus scheme
- A holiday buy scheme
- Health and wellbeing benefits
- Company cash plan
- Income protection
- Life assurance
- Enhanced sick pay and parental leave
- Support and funding toward study and professional qualifications
- Paid time off for volunteering
- Hybrid working