88-89 High StreetWinchesterHampshireSO23 9AP
Mon – Fri: 08:40-17:00Sat: 09:00-12:00Sun: Closed
Insurance Broker – Customer Advisor Role
Role: Insurance Broker – Customer Advisor Role – Personal Lines Insurance (Car, Van, Home, Travel)
Location: Winchester
Reports To: The Management Team
Salary: up to £28k plus bonuses
Work Hours: Monday to Friday, 08:40 to 17:00; Saturdays 9:00 to 12:00 on rota
Job Summary: Working in a busy team mainly on the telephone, dealing with volume sales of car and van insurance and other products including home and travel insurance. Provide a can‑do attitude and aim to impress and please clients in a fast‑paced environment.
Essential Skills
- Good standard of education
- Good proven sales skills
- Good oral and written communication skills.
- Patience, politeness and professionalism in a busy environment.
- Ability to multi‑task and prioritise.
- Ability to communicate with clients and colleagues at all levels.
- Liaise effectively with internal departments and external insurers.
- Confidence to handle difficult situations and seek guidance when appropriate.
- Good team‑working skills and ability to work with minimal supervision.
- Desire to gain full understanding of products and processes and complete CPD.
- Computer skills – Word & Excel.
- Understanding of the Data Protection Act.
- Empathy and a caring attitude.
Main Duties and Responsibilities
- Selling, advising and arranging personal lines insurance.
- Demonstrating a positive, enthusiastic attitude towards clients and being a team player.
- Understanding clients’ needs and working to impress them with knowledge and helpful attitude.
- Providing client service in line with company policies and internal compliance.
- Managing a portfolio of over 30 insurers.
- Acting as a point of contact for clients’ needs and driving successful outcomes.
- Maintaining personal smartness and presentation.
- Actively following company policies and complying with Data Protection.
- Contacting clients for required information, payment and supporting documents.
- Completing accurate records, diaries and notes for future reference.
- Attending staff meetings and training as required.
- Following instructions from managers and attending to required jobs.
Desirable
- Previous experience in the Car Insurance sector.
- Experience in Banking or Retail.
- Understanding of cars.
- Call centre experience.
- Problem‑solving ability.
- Good understanding of maths and percentages.
How to Apply: Send an email to jobs@cityinsurance.co.uk clearly stating the role you are applying for, attaching your current CV and any other relevant information. Note: This role is closed.
Contact InformationCity Insurance Group88-89 High StreetWinchester, Hampshire SO23 9APTel: 01962 844848E‑Mail: info@cityinsurance.co.uk
City Insurance Group is a trading style of City Broking Ltd, authorised and regulated by the Financial Conduct Authority (No 520574).
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