Insurance Advisor

Location Stokesley
Discipline: Office Support & Sales
Job type: Permanent
Salary: £20,000 - £27,000
Contact name: Emily Watson

Contact email:
Job ref: 22079
Published: 26 days ago

We are working with a long-standing client of Si Recruitment, operating in the Financial Services sector, who have offices in Stokesley and Northallerton. They are looking to appoint a professional and hardworking Insurance Advisor to join their growing team on a full time, permanent basis. 

As the successful candidate, you will play a key role in the success of a local expanding business, ensuring customer satisfaction at all time.

To be considered for this role, you must have exceptional organisational skills and the ability to manage a busy workload and prioritise tasks. You must also be a confident and effective communicator both verbal and written.


In return, you will join a driven and forward-thinking business who will offer you full training and support with a dedicated specialist from the word ‘go’ and genuine career progression opportunities.


Key duties will include:


·         Providing sales and service for personal lines customers converting quotes into new and additional business

·         Attending training in Commercial licenses to assist business customers

·         Review customer policies and help to retain business

·         Process all customer instructions for policy amendments

·         Record and manage customer leads using CRM system; Microsoft Dynamics

·         Identify and initiate cross-selling opportunities

·         Creating new business opportunities for the business

·         Acquire and maintain knowledge of Insurance products

·         Looking for opportunities to introduce customers to the Financial Adviser

·         Ad hoc duties as and when required



·         25 days holidays + Bank Holiday + extra day off for your Birthday!

·         35 hours per week – no weekend work

·         Competitive salary with genuine career progression opportunities

·         Enrolment to private healthcare scheme (upon successful completion of probation period)



·         A minimum of 5 GCSE Passes, must include English & Maths – essential

·         2 A Level passes – desirable, but not essential


To submit your CV for the above opportunity, please press ‘apply’ OR contact Emily Watson at our Northallerton office for further information.