Insurance advisor Work, Jobs in Beverley, Ery (with Salaries)

Insurance Adviser
Hedon Insurance —Kingston upon Hull
- £25,000 - £26,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Employee discount
Quick apply
5d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Cottingham
- £3,800 a month
- Full-time
- Sales
Quick apply
Customer Sales Advisor
Halfords —Beverley
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Group Health And Safety Advisor
Rix Group —Kingston upon Hull
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- IT
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
2d
Customer Service Advisor
Quickline Communications —Kingston upon Hull
- Full-time
- Customer service
- IT
- In-person
- Free parking
- Annual leave
Quick apply
Commissions Team Advisor - Fixed Term Contract
Advantage Finance Ltd —Grimsby
- From £26,227.50 a year
- Full-time
- Salesforce
- Analysis skills
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
Financial Controller / Finance Manager
AMS Bobcat —Scunthorpe
- Part-time
- Sales
- Financial services
- In-person
- Annual leave
- Flexible schedule
Quick apply
3d
Service Advisor
Marshall Motor Group —Grimsby
- £30,761 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
4d
Sales Executive
Verisure Services (UK) Limited —Cottingham
- £3,800 - £6,000 a month
- Full-time
- Sales
Quick apply
Health & Safety Manager
Carnaby Caravans Ltd —Bridlington
- Part-time
- Microsoft Office
- First Aid Certification
- Continuous improvement
- Life insurance
Quick apply
8d
Customer Service Advisor (Start Date: 27th July 2026)
Wren —Barton-upon-Humber
- £27,308 - £29,988 a year
- Customer service
- Computer skills
- Employee discount
- Life insurance
Quick apply
Customer Services Advisor
Halfords —Kingston upon Hull
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
2d
Careers Information Advice and Guidance
Ingeus UK —Kingston upon Hull
- £17,916 a year
- Part-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
4d
Cyber Security Specialist
Croda International Plc —Goole
- Hybrid work
- IT
- Communication skills
- Free parking
- Annual leave
Cyber Security Specialist
Croda —Goole
- Hybrid work
- IT
- Communication skills
- Free parking
- Annual leave
Sales Customer Advisor - Changan Hull
JCT600 —Kingston upon Hull
- Full-time
- Sales
- Communication skills
- Annual leave
- Referral programme
Quick apply
ENVIRONMENTAL ADVISOR
Laing O'Rourke —Grimsby
- Travel
- IT
- Construction
Sales Customer Advisor - VW CV Hull
JCT600 —Kingston upon Hull
- Full-time
- Sales
- Communication skills
- Annual leave
Quick apply
Careers, Information, Advice and Guidance Advisor
Ingeus UK —Kingston upon Hull
- £27,145.00 - £27,145.46 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
1d
Sales Customer Advisor
JCT600 —Kingston upon Hull
- Full-time
- Sales
- Communication skills
- Annual leave
Quick apply
1d

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Insurance Adviser

Hedon Insurance -
Kingston upon Hull

Quick apply

Job details

Permanent | Full-time
£25,000 - £26,000 a year
5 days ago

Benefits

Company pension
Company events
Employee discount

Qualifications

CRM software
Sales
Customer service
Sales administration
Microsoft Office
Administrative experience
Analysis skills
Quality assurance
Product development
IT
Financial services
Insurance sales
Communication skills
Negotiation

Full job description

Job Overview
The Insurance Adviser plays a key role in delivering high-quality insurance advice and exceptional customer service across our personal lines business. The role involves handling new business, renewals, mid-term adjustments, and customer enquiries efficiently and compliantly, ensuring that customers receive fair, transparent, and suitable insurance solutions. The Insurance Advisor will contribute directly to the team’s performance targets while upholding the company’s values, compliance standards, and commitment to treating customers fairly.

Duties

Customer Service & Sales

· Provide professional advice to customers on motor, home, and related personal lines insurance products.

· Handle enquiries via telephone, email, and in person in a courteous, efficient, and accurate manner.

· Offer suitable quotations, explain cover options clearly, and ensure customers understand their policy terms and benefits.

· Manage renewals proactively to maximise retention and customer satisfaction.

· Identify and convert cross-sell and up-sell opportunities where appropriate, ensuring recommendations are suitable and compliant.

· Maintain high standards of customer care in all interactions, in line with company values and regulatory expectations.

Policy Administration

· Accurately process new business, renewals, mid-term adjustments, and cancellations.

· Ensure all documentation is produced promptly, checked for accuracy, and filed according to company procedures.

· Update customer records to reflect all transactions and communications.

· Liaise with insurers and underwriters to obtain terms, resolve queries, and ensure smooth policy administration.

· Follow all internal workflow processes to maintain consistency and efficiency.

Compliance & Quality

· Comply with all FCA regulations and internal compliance procedures.

· Ensure customer outcomes meet the principles of Treating Customers Fairly (TCF) and Consumer Duty.

· Handle customer information in line with GDPR and data protection requirements.

· Participate in regular training and quality assurance reviews to maintain competence and product knowledge.

· Report any potential breaches or customer detriment promptly to the Team Manager.

Teamwork & Collaboration

· Work effectively within the team to meet collective targets for income, conversion, and retention.

· Support colleagues with workload during busy periods and share best practice across the team.

· Participate in team meetings, performance reviews, and training sessions.

· Provide feedback to the Team Manager to support process improvements and product development.

Skills & Experience

· Strong customer service and communication skills (verbal and written).

· Confidence in explaining insurance products and policy details clearly and professionally.

· High attention to detail with good administrative and IT skills.

· Ability to manage workload efficiently and meet deadlines.

· Understanding of FCA compliance principles (training can be provided).

Personal Attributes

· Customer-focused, professional, and empathetic communicator.

· Proactive and motivated, with a positive attitude toward targets and service quality.

· Reliable team player with strong interpersonal skills.

· Willingness to learn and develop within the role and business.

· Calm and resilient under pressure, maintaining accuracy and composure.

Performance Indicators (KPIs)

· Achievement of individual and team income, conversion, and retention targets.

· Quality assurance scores and compliance audit outcomes.

· Customer satisfaction and feedback results.

· Accuracy and timeliness of policy documentation.

· Contribution to team culture, collaboration, and development.

Experience

Proven experience in insurance sales or related roles such as telemarketing or customer service within the financial services sector
Strong negotiation skills with the ability to close sales effectively
Excellent communication skills, both verbal and written.
Excellent IT skills including the Microsoft Office suite
Demonstrated analysis skills to assess client needs and tailor solutions accordingly
Experience with sales administration tools and CRM systems such as Acturis
Ability to work independently as well as part of a team in a fast-paced environment
Knowledge of marketing principles relevant to insurance products is desirable

This role offers a rewarding career path for motivated individuals eager to develop their expertise in the insurance industry while delivering outstanding service to clients.

Pay: £25,000.00-£26,000.00 per year

Benefits:

Company events
Company pension
Employee discount

Application question(s):

How many years insurance experience do you have?
How long is your current notice period?

Experience:

Customer Service: 3 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

insurance advisor jobs in beverley, ery

Insurance Adviser

JUNIOR SALES ADVISOR

Customer Sales Advisor

Group Health And Safety Advisor

Customer Service Advisor

Commissions Team Advisor - Fixed Term Contract

Financial Controller / Finance Manager

Service Advisor

Sales Executive

Health & Safety Manager

Customer Service Advisor (Start Date: 27th July 2026)

Customer Services Advisor

Careers Information Advice and Guidance

Cyber Security Specialist

Cyber Security Specialist

Sales Customer Advisor - Changan Hull

ENVIRONMENTAL ADVISOR

Sales Customer Advisor - VW CV Hull

Careers, Information, Advice and Guidance Advisor

Sales Customer Advisor

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