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Job description

THE EMPLOYER IS: CHAMBERS INSURANCE The Receptionist/ Insurance Advisor is responsible for being the first point of contact for clients, providing a professional and friendly service in person and over the phone. The role supports the smooth day-to-day running of insurance office by handing reception duties, basic administration, assisting the wider team. You will be responsible for providing advice, quotations, and ongoing support to clients, ensuring suitable insurance products are offered in line with customer needs and regulatory requirements. Delivering excellent customer service while maintaining compliance with FCA regulations. Full training will be provided.

Responsibilities

• Welcome clients and visitors in a polite and professional manner, answer incoming calls, take messages, and transfer calls to the appropriate staff member and deal with general enquiries.
• Open, sort, and distribute incoming post, prepare outgoing post and issue policy documentation, chasing up supporting documents.
• Update client records and databases as instructed. File, scan, and copy documents accurately and manage diaries when required.
• Provide general administrative support to the insurance team, ordering office supplies and monitor stock levels.
• Handle client information securely and confidentially, following GDPR, FCA, Treating Customers Fairly (TCF) principles and company procedures at all times.
• Deal with client enquiries via telephone, email, and face-to-face, identify customer insurance needs through fact-finding and provide accurate insurance quotations and product recommendations.
• Arrange new insurance policies, renewals, mid-term adjustments, and cancellations. Explain policy cover, exclusions, and terms clearly to clients. Cross-sell and upsell appropriate insurance products where suitable.
• Build and maintain strong client relationships, handling queries and resolve issues efficiently. Assist clients with claims notifications and liaise with insurers where required, ensuring to deliver a high standard of customer care at all times.
• Complete fact-finds, demands and needs statements, and suitability records.
• Maintain required training, competence, and CPD records.
• Liaise with insurers and underwriters to obtain competitive terms. Work closely with colleagues to support team and office targets and keep up to date with product knowledge and market changes.
• Complying with all company policies and procedures, including health and safety procedures.

Skills and Qualifications

Essential Skills

• 5 GCSE’s grades C or above (including Math’s & English) OR equivalent NVQ, Level 2 Business Administration / Finance / Customer Service.
• Experience working in a customer service role.
• Basic to intermediate IT skills, with a knowledge of Microsoft Word & Excel.
• Good team player with excellent communication & listening skills. Eagerness to learn and ability to work with own initiative.
• Professional and customer focused.
• Good telephone communication etiquette.
• Ethical and compliant.
• Attention to detail and accuracy.
• Ability to explain insurance clearly and confidently.
• Good organisational and time management skills.

Desirable Skills

• 2 A-levels or equivalent A to C OR NVQ Level 3 - 6 in a related field - Business Administration / Finance / Customer Service.
• IT Qualification.
• Previous experience in an insurance or financial services role.
• Knowledge of FCA regulations.

Further Information

The Employer is: CHAMBERS INSURANCE JobStart Opportunity - Working Hours Information - Standard Hours: up to 25 hours per week. - Flexible/Reduced Hours: May be available upon approval by a Work Coach. - Additional Hours: The employer may offer extra hours depending on availability. This should be discussed directly with the employer before starting employment. The job advert may end before the closing date if requested by the employer.

Application Information

JOBSTART IS OPEN TO WORKING AGE BENEFIT CLAIMANTS WHO ARE DEEMED ELIGIBLE BY A WORK COACH. If you are on Universal Credit, please contact your Work Coach via your Journal. If you are in receipt of any other working age benefit, please contact your local Jobs & Benefits Office on 0800 001 5782.