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Job Title


Commercial Insurance Advisor


Company : Oakland Insurance


Location : newtownabbey, antrim


Created : 2025-04-11


Job Type : Full Time


Job Description

As a Commercial Insurance Advisor, you will be responsible for providing insurance advice and solutions to businesses of all sizes. You will work closely with clients to understand their needs and develop customised insurance policies that meet their unique requirementsJob DetailsHealthy Bonus SchemeEmployee Assistance ProgrammePrivate Health CarePension SchemeEssential SkillsEducated to GCSE standard including Maths and English (or equivalent, at a grade C or above)Must have 1 year's Commercial Insurance experience or 3 years Personal Lines experienceHas undertaken (or is willing to undertake) relevant customer service and insurance trainingGood keyboard skills and knowledge of Microsoft Office email and internetStrong analytical and problem-solving skills with the ability to develop creative solutions to complex problemsExcellent communication and interpersonal skills with the ability to build strong relationships with clientsAbility to work independently and as part of a team with a strong sense of ownership and accountabilityGood track record of meeting or exceeding sales targetsStrong attention to detail and organisational skillsResponsibilitiesAssess and understand the insurance needs of our clients including risks and coverage optionsDevelop customised insurance policies that meet the unique requirements of each clientEducate clients on insurance options and make recommendations based on their specific needsProvide ongoing support to clients including mid-term adjustments claims management and policy renewalsBuild and maintain strong relationships with clients to ensure their long-term satisfaction and retentionStay up-to-date with the latest industry trends and changes in insurance policies and regulationsMeet or exceed sales targets and contribute to the growth of the company's book of businessTo comply at all times with the requirements of the firms own procedures the Financial Services and Markets Act 2000 and FSA regulationsTo be aware of and to follow at all times the firms policy on Treating Customers FairlyTo be aware of and to follow at all times the firms standards of ethical behaviourTo maintain professional competence by complying at all times with the Training and Competence procedures of the firmTo maintain customer records accurately and securely in accordance with firms own record keeping requirements and following data protection rulesTo undertake all other duties as reasonably required and directed