Insurance Advisor

Location: Pendeford Business Park, Overstrand, Wolverhampton, WV9 5AP.

Competitive Salary

Monday to Friday, to cover our core hours between: 09.00 am – 19.00 pm. Plus alternate Saturdays: 09.00 am – 13.00 pm.

Role purpose

This is an exciting opportunity to join one of the most dynamic and largest Insurance Brokers in the Midlands, based at Pendeford Business Park, Wolverhampton.

We are currently looking to fill a number of vacancies within the Sales department, to join our expanding business.

The successful candidate will have proven experience within a customer centric/call centre role and demonstrates an ease when based in a high paced busy working environment.

Experience of working within the financial sector would be desirable. If you consider yourself to be an individual who enjoys working within a team environment for a niche broker please apply today!

Key responsibilities

  • To ensure new business and insurance renewal enquiries are received by telephone and all relevant information required is obtained and communicated whist adhering to FCA regulatory requirements, Credit Card Payment Industry Standards and GDPR.
  • Working with both the Sales Performance Manager and Underwriting team, to maintain Company best practice when communicating up to date new business insurance policy details to clients of the company.
  • Follow a set sales and renewals structure to confirm the needs and demands of the customer and sell both core and additional products, must follow a completion of a task of fact finding exercise to identify customers’ demands and needs.
  • Obtain information using quotation system, rating guides or by referral to insurers. Communicate quotations advising the most appropriate, to ensure we meet the client’s needs.
  • To update client’s personal details via OGI and SSP systems.
  • To assist in ensuring accuracy of work evidenced in both documentation and computer input.
  • Keep up to date and work within industry best practice guidelines, meeting FCA guidelines in order to effectively carry out the Insurance Advisor role.
  • You will receive regular call monitoring and management feedback in relation to compliance, meeting FCA standards.
  • To follow relevant call transcripts as determined by Company standards and FCA guidelines.
  • Attention to detail and accuracy of data collaboration are imperative to this role and all renewals staffs are quality assurance monitored to ensure above standard results are achieved.
  • Responsible for up to date maintenance of individual diary system.

Key requirements


  • Minimum 5 GCSE’s grade A to D; or equivalent combination of education and relevant experience.


  • At least 2 years previous Sales experience preferable, Industry experience is not essential.

Knowledge, abilities and skills

  • Knowledge of sales and target driven techniques.
  • Ability to demonstrate excellent communication and interpersonal skills.
  • Ability to receive feedback in a positive and constructive manner.
  • To display patience and adaptability in approach to customers.
  • Knowledge of Microsoft Office products and both software houses, OGI and SSP.
  • Ability to work independently with minimal supervision, establishing priorities and meeting deadlines.
  • Demonstrate strong people skills.
  • Excellent verbal and written communication skills; requires the ability to communicate with technical and non‐technical users.

Successful candidates will undergo 9 weeks of training between the hours of 9am to 5pm. Once training is completed this role will move onto a shift basis of 37 hours per week across 5 days including alternate Saturdays.