Back Posted: Jun 21 2025

Insurance Advisor

Stokesley, North Yorkshire , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Personal lines Insurance Handler – Stokesley – Office based position.
Are you looking to start your career in Personal lines insurance or the next step in your insurance career development?
Salary to £28,000 & Flex Benefits – 25 Days Holiday + Bank Holidays, Pension, Heath Insurance
Monday – Friday no Weekend work
Our client is a National Award Winning Broker With Over 200 offices across the UK.

Due to continued expansion is looking for a Personal lines insurance Handler

Duties of the Personal Lines Insurance Handler
• Initially you will provide sales and service for personal lines customers converting quotes into new and additional business. As you gain more experience our client will train you in Commercial classes so you can assist their business customers.
• Review customer policies and help retain business
• Process all customer instructions for policy amendments
• Record and manage customer leads using our CRM system, Microsoft Dynamics
• Identify and initiate cross-selling opportunities
• Initiate proactive sales activity to create new business opportunities
• Acquire and maintain knowledge of General Insurance products, as applicable to product licences
• Spot opportunities to introduce customers to cross sell products and provide referrals
Requirements for the position
• Professional, Hardworking with an attention to detail and a ‘Can Do’ attitude
• Good organisational skills and the ability to manage a busy workload and prioritise tasks
• A confident and effective communicator both verbal and written
• Competence with Microsoft Office Suite and able to adapt to company systems
• A minimum of 5 GCSE passes ( grade 4 or C above or equivalent ) which must include Maths and English.
For the opportunity to work for an outstanding National Broker please complete the online application and David Helliwell from Cameron James will be in contact with you

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-82300
Position Type: Permanent
Applicants: 0
Views: 8

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Insurance Advisor

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