Insurance Advisor

Insurance Advisor

Location:

Poole, Dorset

Hours:

8:30am – 5:00pm (Monday – Friday and 1 in 3 Saturdays 9:00am – 12:00pm)

Salary: £25,000 - £28,000 per annum

Contract:

Full time, Permanent

We are delighted to be partnering with a highly reputable, market‑leading insurance services organisation based in the Poole area, who are looking to appoint an articulate and driven Insurance Advisor to join their thriving team.

Far from being just a standard position, this role offers a transparent, long‑term career path within a global business renowned for its exceptional "People First" philosophy. Our client is deeply committed to nurturing talent from the ground up, providing comprehensive hands‑on training alongside fully funded, industry‑recognised professional qualifications to ensure your continuous corporate progression.

If you are a natural communicator who genuinely enjoys building client relationships, and you are seeking a stable, progressive platform to launch a rewarding career, this is the perfect opportunity.

Working within a specialist client services division, you will act as a trusted advisor to a diverse and established customer base, ensuring they receive tailored support. Your daily responsibilities will include:

• Customer Engagement:
  Handling inbound enquiries, building genuine rapport, and understanding specific client requirements.
• Tailored Problem Solving:
  Assessing individual client needs and crafting custom, bespoke service packages rather than taking a generic approach.
• Account Management:
  Making mid‑term adjustments to existing client accounts, updating records, and issuing essential documentation accurately.
• Financial Support:
  Handling payments securely, assisting with initial account queries, and contacting customers professionally regarding outstanding balances.
• Team
  
  Collaboration:
  
  Supporting the wider client services team with essential administration and maintaining a high standard of service delivery.

• Excellent Communication: A genuine enjoyment of talking to people, an exceptional telephone manner, and active listening skills.
• A Problem‑Solving Mindset:
  An analytical approach to understanding customer situations and finding creative solutions for unique requirements.
• Ambition & Drive: A strong desire to learn and progress within a business that actively prioritises promotion from within.
• Attention to Detail:
  The ability to manage administrative tasks, data entry, and client records with high accuracy while maintaining a friendly, helpful tone.

• Professional Qualification Support:
  Comprehensive, structured on‑the‑job training alongside fully paid and supported professional development courses and industry qualifications.
• Generous Leave: 22 days of annual holiday plus bank holidays, which increases with your length of service.
• Financial Security: A competitive contributory pension scheme, Group Income Protection, and Life Assurance (up to 4x salary).
• Health & Wellbeing:
  Access to a premium Health Cash Plan, an Employee Assistance Programme (EAP), and corporate discounted gym memberships.
• Lifestyle Perks:
  Salary sacrifice initiatives, including Cycle to Work, Car Leasing, and Tech purchase schemes, alongside hundreds of high‑street retail discounts.
• Exclusive Discounts:
  Access to heavily discounted, commission‑free in‑house services and personal solutions.

As our client's recruitment partner, we are managing applications for this position. If you are looking for a career with genuine professional development, structured progression, and a fantastic team culture, please submit your CV for consideration.