About Company
Career.zycto is at the forefront of innovation within the financial services and insurance sector, dedicated to simplifying complex solutions for our diverse clientele across Birmingham and the wider UK. Joining us means becoming an integral part of a dynamic, forward-thinking team committed to integrity, exceptional client satisfaction, and continuous professional development. We empower our Insurance Advisors to excel, providing the sophisticated tools and collaborative environment necessary to build a profoundly rewarding career while making a tangible difference in people’s lives through expert policy and claims management. Discover a place where your expertise truly counts.
Job Description
We are seeking a highly motivated and detail-oriented Insurance Advisor to join our thriving team in Small Heath, Birmingham. This pivotal role involves comprehensive management of insurance policies and claims processing, ensuring our clients receive outstanding service and support at every touchpoint. As an Insurance Advisor, you will be the primary point of contact for clients, guiding them through various insurance products, explaining policy terms, and meticulously handling claims from initial report to final settlement. Your expertise will be crucial in building and maintaining strong client relationships, identifying opportunities for cross-selling or upselling, and ensuring compliance with all regulatory requirements.
The ideal candidate will possess an in-depth understanding of the insurance landscape, coupled with excellent communication skills and a customer-centric approach. You will be responsible for assessing client needs, providing tailored advice, and accurately processing all related documentation. This role demands a proactive individual who can manage multiple tasks efficiently, work collaboratively within a team, and demonstrate a strong commitment to achieving both individual and team objectives. Career.zycto fosters a culture of continuous learning and professional growth, offering extensive training and development opportunities to help you succeed and advance your career within the insurance industry. Join us and contribute to a company that values expertise, dedication, and a passion for protecting our clients’ futures.
Key Responsibilities
- Serve as the primary point of contact for clients regarding insurance policies, renewals, and claims.
- Advise clients on suitable insurance products and coverage options based on their individual needs and risk profiles.
- Process new policy applications, amendments, and renewals accurately and efficiently.
- Manage the end-to-end claims process, from initial report and documentation gathering to liaising with adjusters and ensuring timely settlements.
- Maintain meticulous records of client interactions, policy details, and claims status in the company’s CRM system.
- Identify opportunities to cross-sell or upsell additional insurance products where appropriate, enhancing client protection.
- Stay updated on industry trends, product knowledge, and regulatory changes to provide informed advice.
- Collaborate with underwriters, claims departments, and other internal teams to ensure seamless client service.
- Handle client inquiries, complaints, and service requests professionally and resolve issues promptly.
- Ensure strict adherence to company policies, procedures, and relevant insurance regulations.
Required Skills
- Minimum of 2 years experience in an insurance advisory, policy administration, or claims processing role.
- Proven ability to manage and process insurance policies and claims efficiently.
- Excellent communication and interpersonal skills, with a strong client-focused approach.
- Proficiency in using insurance software and CRM systems.
- Strong analytical and problem-solving abilities.
- High level of attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Demonstrated understanding of financial services compliance and regulatory requirements.
Preferred Qualifications
- CII (Chartered Insurance Institute) qualification or working towards it.
- Experience with a diverse range of insurance products (e.g., personal lines, commercial lines).
- Familiarity with the Birmingham and West Midlands insurance market.
Perks & Benefits
- Competitive salary with performance-based bonuses.
- Comprehensive health and dental insurance.
- Generous paid time off and holidays.
- Company pension scheme.
- Opportunities for professional development and CII qualification support.
- A supportive and collaborative work environment.
- Employee assistance program.
- Modern office facilities in Small Heath.
How to Apply
Ready to advise clients and manage critical insurance processes with a forward-thinking company? If you are a dedicated professional with a passion for client service and insurance, we encourage you to apply. Please click on the application link below to submit your CV and a cover letter detailing your relevant experience and why you are the ideal candidate for this role. We look forward to reviewing your application!
