Working Hours: Monday – Friday, 09:00 – 17:00
Candidate must have a driving license, as you will be required to travel to the Northallerton branch occasionally.

Introduction
This company offers a wide range of products and services, including general insurance, life, pensions, and investments, providing quality insurance to customers for over 110 years. The focus is on delivering excellent service to customers while ensuring effective business operations. As a top ten UK insurance company and the largest rural insurer, the company has an extensive network of over 250 local offices.
About the Agency
As a local agency, this business delivers first-class service and sells a range of products across the region to both new and existing customers. Honesty, integrity, and trust are at the core of the agency's values, and it champions the personal approach to customer service.
About the Role
The Insurance Advisor plays a crucial role in the success of the expanding local business, ensuring smooth office operations and high customer satisfaction. Key responsibilities include:

• Initially you will provide sales and service for personal lines customers converting quotes into new and additional business. As you gain more experience we will train you in our Commercial licenses so you can assist our business customers.?
• Review customer policies and help retain business?
• Process all customer instructions for policy amendments?
• Record and manage customer leads using our CRM system, Microsoft Dynamics?
• Identify and initiate cross-selling opportunities?
• Initiate proactive sales activity to create new business opportunities for the Company
• Acquire and maintain knowledge of their Insurance products, as applicable to product?licences?
• Spot opportunities to introduce customers to our Financial Adviser?  

Candidate Profile

• Professionalism and Work Ethic: A hardworking individual with attention to detail and a positive attitude.
• Organizational Skills: Ability to manage a busy workload and prioritize tasks effectively.
• Communication Skills: Confident and effective communicator, both verbally and in writing.
• Technical Proficiency: Competence with Microsoft Office Suite and adaptability to company systems.
• Educational Background: Minimum of 5 GCSE passes (grade 4 or C above, including Maths and English). Two A-level passes or relevant insurance industry is desirable but not essential.

Commitment to Employees
Training and Development: Comprehensive training and support from a dedicated training specialist.
Career Progression: Clear opportunities for future development within the business.
Employee Benefits: 25 days annual leave plus Bank Holidays, birthday off each year, competitive salary, no weekend or evening work, and enrolment in the Westfield Health Scheme after successful probation.