The job profile is for an Insurance Advisor in the Motortrade Combined Department. The advisor is responsible for providing insurance quotes to motortrade clients over the phone or in person, selling and servicing motortrade insurance policies, and ensuring accurate client documentation and record keeping. Core activities include dealing with customer inquiries, contributing to team sales targets, providing excellent customer service, and keeping up to date on insurance products and market changes.

1. Job Profile
Insurance Advisor
Motortrade Combined Department
Job Purpose:
 To provide Motortrade clients with appropriate solutions to their insurance requirements: this
involves dealing with clients over the telephone and in person to provide insurance quotes and
client administration, through the selling and/or servicing of Motortrade insurance policies.
Reports to Motortrade Combined Team Manager
Core Activities:
 To deal with customer sales enquiries and
provide a suitable quotation to clients over
the telephone, and in some cases face to
face.
 Contribute to the overall team sales target
and/or objectives through the selling
and/or servicing of policies; this may
include policy renewals.
 To ensure all client documentation is
issued correctly and internal records kept
up to date.
 Provide the level of customer service
required by both the insurer and the
Company.
 To be available to provide levels of cover
for inbound enquiries at all times, i.e.
telephone call handling.
 To assist where possible in the support of
the team and Department i.e. providing
administration support which may include
scanning, processing post, cover note
issues, marketing activities etc.
 Keep up to date with developments in
product and market changes in accordance
with current market trend sand also
scheme facilities.
 Actively cross sell across the Company.
 Processing mid term adjustments and
inviting renewals.
 Keep Team Manager up to date with all
developments.
Development Activities:
 Personal Development Plans from
Performance Reviews.
 Continuing Professional Development
(CPD) records.
 Undertake specific projects/tasks as
provided by the Team Manager.
Skills:
 Use of Company IT systems
 Adminsitration
 Sales and advisory techniques
 Working in teams
 Customer service
Knowledge:
 Principles of insurance
 Understanding of relevant insurance
products
 Understanding of key product features
 Bollington FCA Compliance Manual
principles
 Human Resources and office procedures.
Experience:
 Experience in an insurance advisory or
sales environment is required, although full
training will be provided.
Qualifications:
 Appropriate formal qualifications are
encouraged to demonstrate competence.
These can be identified during performance
reviews with your Manager.