Personal Insurance Advisor

October 14, 2024

J Hatty & Co

Bangor

FULL TIME

The Opportunity
J Hatty & Co Insurance Brokers is seeking a full-time Insurance Advisor to join our team. This role will be responsible for providing insurance coverage to our clients in their homes and commercial properties. The ideal candidate will have experience in the insurance industry and a passion for helping others. We are seeking a candidate who can work independently, has excellent customer service skills, and is willing to learn new things.
J Hatty & Co - Our Ethos

Integrity – We earn our clients trust through hard work, honesty and adherence to our internal governance procedures, which meet regulatory requirements
Relationships – We build and nurture long lasting relationships with our clients, by understanding their individual needs and sourcing insurance products that meet them. We also strive to maintain solid relationships with our insurers to achieve the best quality of product for our clients.
Services: We pride ourselves on providing an excellent service to our clients, not only in sourcing the best quotes and products for their needs but also in the event of a loss, ensuring the process is as smooth and stress free as possible, and the outcome is fair.

The Job
Candidates should have a strong desire to succeed, be able to work independently, and have a passion for helping others. The ideal candidate will be able to provide excellent customer service and be able to interact with clients on an individual basis. We are seeking someone who is self-motivated, has the ability to multi-task, and is willing to learn new things.
This position is located in Bangor. Candidates must have their own reliable transportation and be able to pass a background check and drug test.
Responsibilities

Always check your personal presentation is appropriate for working in a professional services environment. Cultivate a professional telephone and written communication style.
Be ready to acknowledge, welcome and engage with all our customers.
Help to create a positive, calm and caring atmosphere at the Office, by interacting with colleagues and clients courteously, and professionally. Be consciously aware of how actions and behaviours contribute to the atmosphere in the Office – for everyone.
Follow through on commitments to customers, including agreed deadlines and keep the customer informed of changes or request for information.
Under the supervision of a qualified mentor, explore the customer’s insurance requirements, and provide appropriate advice and quotes for products that meet the customer’s needs.
Process all new business and renewals in accordance with FCA guidelines and timescales
Ensure that all data is fully completed on the CRM database system

Criteria

Minimum of 1 year experience in the Personal Lines insurance sector
Excellent communication and interpersonal skills, with the ability to engage with individuals at all levels
Results-oriented mindset, dedicated to achieving the best outcomes for clients

Job Type: Full-time
Pay: £21,000.00-£24,000.00 per year
Benefits: