google analytics alternative Insurance Advisor job vacancy in Parkstone, Dorset – Accounting/Financial/Insurance jobs & vacancies on Field Recruitment
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Insurance Advisor

Date Posted: 30-Mar-2017
Closing Date: 30-Mar-2018
Location: Parkstone, Dorset
Salary: Minimum - £17,000.00, Maximum - £17,000.00 per Annum
OTE: £ 25000
At BH1 Consultancy we like to simplify recruitment and we reward and recognise success. Therefore whether you are looking for a career move or looking to recruit, you will receive a completely committed and dedicated service every step of the way. BH1âs company philosophy is to provide an honest, dedicated, cost effective and professional service whilst remaining bespoke to any individual requirements. Whether you are looking for a career change or looking to recruit, we listen in depth to your requirements and look at the bigger picture. BH1 Consultancy offer a fully tailored package to each individual requirement and through our expertise and experience each client receives a personal and professional attention whether you are an employer looking to appoint or looking for your next career move. Our hard work has earned the respect within the business community and our reputation reflects the high standards we demand of ourselves. BH1 Consultancy possesses experience, friendliness and professionalism plus a large database of candidates to help us serve clients in an agreed and timely manner. We have an honest recruitment process, strict vetting and assessments of candidateâs skills and one-to-one interviews. This process helps us get to know our applicants and our applicantâs skills in depth.
Team Member – Poole
£17,000 - £20,000 DOE

Monday – Friday 8am – 5pm
Saturday – 8am – 12pm


• Through the provision of first class, professional and diligent client care to sell and administer insurance policies offered by the Company.

Responsible to:

• Reporting to your Branch Manager, you are responsible to the Company, your colleagues, insurers and our clients

Skills Required:

• The ability to communicate clearly, positively and effectively both orally and in writing

• To display a positive and enthusiastic work ethic and style

• To build and develop long-term client relationships

• The ability to work effectively and in an organised manner both independently or co-operatively as part of a team

• The ability to listen to clients and identify their needs

• Reporting to your Branch Manager, you are responsible to the Company, your colleagues, insurers and our clients

Principal Duties:

• To sell and administer insurance products appropriate for our client’s needs with due care and consideration

• To assist your Branch Manager in meeting, and wherever possible, exceeding Branch objectives

• To exceed client expectations in terms of efficiency, effectiveness and responsiveness through the diligent and professional conduct of your duties.

• To act in such a way as to encourage a working environment free from harassment, bullying and discrimination

• To ensure that the requirements of our clients are at least always met, and to look for opportunities to exceed expectation

• To embrace and follow all internal procedures on the conduct of our business including complaints and problems

• To take responsibility for your own personal development in terms of enhancing your knowledge and understanding of the products we offer and in developing your career within the Company

• To assist in the smooth and efficient day-to-day running of the office

• To share ideas and information with your Branch Manager

• To act as an ambassador for A-Plan at all times through first class personal presentation and conduct

• To be professional in your relationships with insurers, ensuring we provide a friendly, quality and effective service to them

• To always comply with branch procedures

Competency & Knowledge Checklist for Team Members


Client Focus • Anticipate needs & requirements of clients, underwriters, & colleagues
• Builds sound relationships (by “making friends”, building rapport etc) – looking at the long-term.
• Delights clients by exceeding expectations on all fronts.
• Acts with integrity and for the good of the client.
Communicating with Others • Able to pick out important information in all communications.
• Actively listens – identifies needs
• Builds and develops long-term client relationships.
• Writes clearly, logically & unambiguously.
Delivering Results • Focuses on what needs to be done and do it – positive & enthusiastic work ethic.
• Manages own time & prioritise effectively.
• Handles high pressure situations well.
• Consistently delivers top quality service – passion for getting it right – same high quality at the end of each day as at the beginning.
Supporting the team • Supportive of the team as a whole and individually - helps others (giving constructive, balanced feedback).
• Willing to step in and; where appropriate, suggest ways forward.
Initiative & Innovation • Self-starter: takes the initiative – likes challenges
• Has a questioning stance – wants to know ‘why’ as well as the ‘what’.
• Thinks ‘outside the box’: there is almost always another way – highly motivated to seek answer.
• Shares insights with others & initiates action.
• Always able to find a solution to a problem (with others’ help if necessary).
Leadership • Leads consistently by example & persuasion: develops a loyal following.
• Motivates, mentors and inspires (influences) others to achieve Branch and Personal objectives.
• Provides clear sense of direction.
• Able to vary leadership style as occasion demands.
• Unafraid to question ‘standard’ practices (assertive).
Planning and Organising • Anticipates & prepares in advance for likely problems/opportunities.
• Identifies future opportunities & issues & takes appropriate action to attain desired results (market awareness).
• Draws up and follows a systematic course of action (adapting it as appropriate) with appropriate level of energy.
Sales • “Makes friends” of all clients
• Develops good relationships - shows interest
• Meeting wants and needs – and reviews own performance
• Effectively closes the sale: establishing and meeting objections
• Cross sells and offers policy enhancements
• Excellent product knowledge
• Shows awareness of other opportunities to assist the client
Self Development • Is always eager to learn new things & new ways of doing things.
• A very positive ‘Can-Do’ approach
• Regularly reviews own learning in light of experience.
• Possesses necessary skills & knowledge to do the job and keeps up to date.
• Seeks feedback on performance to improve own competence.
Teamwork • Understands & accepts own role as member of Branch team.
• Works with others to achieve Branch objectives.
• Is willing to subordinate own wishes for good of the Branch.
• Encourages others when morale may not be as high as would wish.

Technical – insurance policy cover and administration • Motor
• Household
• Commercial Vehicle
• Motor cycle
• Legal
Legal, Industry and FSA Requirements • Terms of Business
• Compliant Sales Cycle
• Treating Clients’ Fairly (TCF)
• Data Protection
• Money Laundering
• Rehabilitation of Offenders Act
• Bribery Act Compliance
Market and Industry Knowledge • Insurers
• Insurer facilities
• Competitors
Branch Systems and Procedures • Computer systems
• Scanning
Housekeeping • Personal appearance
• Awareness at work

40 per week


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