Insurance Broker – Customer Advisor Role
Role: Insurance Broker – Customer Advisor Role - Personal Lines Insurance - Car, Van, Home, Travel
Location: Winchester
Reports To: The Management Team
Salary: up to £28k plus bonuses
Work Hours: Monday to Friday, 08.40 to 5pm - Saturdays 9am till Noon with Rota
Job Summary:
Working in a busy team mainly on the telephone, dealing with volume sales of car and van insurance but other products too including home and travel insurance. Dealing with enquiries and generally providing a Can Do Attitude aiming to impress and please our clients. We work in a busy environment arranging and renewing policies and you will need to be used to working in such a fast pace.
Essential Skills:
- Good standard of education
- Good proven sales skills
- Good oral and written communication skills.
- Have patience, politeness and maintain professionalism working in a busy environment.
- Ability to multi-task and prioritise
- Ability to communicate with both clients and colleagues at all levels of seniority.
- Liaise effectively with other internal departments and external insurers.
- Confidence to deal with difficult situations and to know when appropriate, seek guidance from managers
- Good team working skills and ability to work with minimal supervision.
- Desire to gain full understanding of products and processes and complete CPD (continuous professional Development)
- Computers skills - Word Excel
- Understanding the Data Protection Act.
- Be able to empathise and show a caring attitude.
Main Duties and Responsibilities:
- Selling, advising and arranging personal lines insurance.
- Demonstrating a positive, enthusiastic attitude towards clients and recognising the importance of being a team player.
- Understanding client's needs and requirements and working to impress them with knowledge and helpful attitude.
- Providing client service in line with company policies and internal compliance.
- Understanding the scope of products we deal with representing over 30 different Insurers
- Being a point of contact for client's needs and dealing with these requirements to successful outcomes.
- To maintain a good level of personal smartness and presentation.
- To actively follow company policies & comply with Data protection
- Contacting clients for required information, payment and supporting documents to fulfill validation requirements
- Completing accurate records and computer files, diaries, journals and to the extent others can follow notes and history
- To attend staff meetings and training as required.
- Following instructions from managers and attending to jobs required
Desirable:
- Previous experience in the Car Insurance sector.
- Previous experience in Banking, Retail
- Understanding of cars.
- Call centre experience
- Ability to problem solve
- Good understanding of Maths and percentages
You can apply for a role stated below by sending an email to jobs@cityinsurance.co.uk clearly stating what role you are applying for and attaching your current CV and any other relevant information.
Close Role
Car - 0345 017 9795 
Van - 0345 017 9792
Motorbike - 0345 017 9795
Home - 0333 0151509
Let Property - 0333 0151508
Business - 0333 0151507
Travel - 0333 0151516
As an Insurance broker we serve the whole of the UK from our head office in the city of Winchester. As we insure thousands of clients we are able to use bulk-buying power with many insurer partners to keep premiums as low as possible.
At City Insurance we have a great range of insurance offerings from Car & Van insurance, home and travel cover as well as business insurance, liability and commercial insurance too.
;We recognise most people are very busy and that you may not always have the time to search around for the cheapest policy. At City Insurance we are confident we can save you both time and money. For this reason we can offer you the simplicity of, 'quote & buy online' in most cases backed up by a friendly knowledgeable team. We will take you your insurance requirements and instantly compare a panel of leading insurers and then provide our best premium and cover options to suit your needs. If you're happy, you may buy cover immediately or you can speak with our Client Service centre for further advice or assistance.
Some insurance circumstances can be involved or complex and need careful attention from staff that are competent and trained and not just script readers. We believe in a personal service supplied by knowledgeable helpful staff, we do not have foreign call centres and real people answer our telephones, not computers!
At CityInsurance.co.uk, we are committed to making insurance accessible, affordable, and straightforward for everyone. We pride ourselves on offering tailored insurance solutions whether you're looking for standard coverage or something more specific. From young drivers and first-time homeowners to small businesses and experienced professionals, we have a solution that suits your needs.
We believe that good service means more than just offering low premiums — it means taking the time to listen, understand your individual needs, and deliver clear, honest advice. Our experienced staff work hard to ensure that every policy is matched with the right customer and that every customer feels supported before, during, and after purchase. We regularly review our processes and training to maintain the high standard of care that has become our hallmark.