Insurance Advisor
Posted on Jun 1, 2026 by CV-Library
Colchester, Essex, United Kingdom
Accountancy
Immediate Start
£25k - £27k Annual
Full-Time
An established, customer-focused Insurance business in the Colchester / North Essex area is looking for a Insurance Advisor to join their friendly, growing team.This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer backed by excellent training and development from day one (including support towards professional qualifications).
What you'll be doing as Insurance Advisor
You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call.
Handling inbound and outbound calls, providing a professional and personable service
Producing Insurance quotations and converting opportunities into new and additional business
Supporting renewals and retention, building strong customer relationships
Processing mid-term adjustments and customer instructions accurately
Identifying cross-sell opportunities and making introductions where appropriate
Recording and managing leads and activity using a CRM system
Building product knowledge over time with structured training and coaching
As you develop, supporting smaller business customers (training provided)
What we're looking for from the Insurance Advisor
Previous Insurance customer service experience (motor/home Insurance ideal)
Comfortable with sales conversations, including upsell and cross-sell
Confident communicator (verbal and written) with a strong telephone manner
Good IT skills and the ability to learn new systems quickly
Organised, reliable and able to manage your own workload
A positive, "can-do" approach and enjoyment of working in a small team
Minimum 5 GCSEs (or equivalent), including Maths and English
Benefits
£25,000-£27,000 + bonus (depending on experience)
Full training & development (technical knowledge + sales skills)
Support towards CII qualifications
Supportive, friendly working environment
25 days holiday + bank holidays
Free parking (Great Tey area)
Company pension scheme
What you'll be doing as Insurance Advisor
You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call.
Handling inbound and outbound calls, providing a professional and personable service
Producing Insurance quotations and converting opportunities into new and additional business
Supporting renewals and retention, building strong customer relationships
Processing mid-term adjustments and customer instructions accurately
Identifying cross-sell opportunities and making introductions where appropriate
Recording and managing leads and activity using a CRM system
Building product knowledge over time with structured training and coaching
As you develop, supporting smaller business customers (training provided)
What we're looking for from the Insurance Advisor
Previous Insurance customer service experience (motor/home Insurance ideal)
Comfortable with sales conversations, including upsell and cross-sell
Confident communicator (verbal and written) with a strong telephone manner
Good IT skills and the ability to learn new systems quickly
Organised, reliable and able to manage your own workload
A positive, "can-do" approach and enjoyment of working in a small team
Minimum 5 GCSEs (or equivalent), including Maths and English
Benefits
£25,000-£27,000 + bonus (depending on experience)
Full training & development (technical knowledge + sales skills)
Support towards CII qualifications
Supportive, friendly working environment
25 days holiday + bank holidays
Free parking (Great Tey area)
Company pension scheme
Reference: 225183798
https://jobs.careeraddict.com/post/113331993
Insurance Advisor
Posted on Jun 1, 2026 by CV-Library
Colchester, Essex, United Kingdom
Accountancy
Immediate Start
£25k - £27k Annual
Full-Time
An established, customer-focused Insurance business in the Colchester / North Essex area is looking for a Insurance Advisor to join their friendly, growing team.This is a great opportunity for someone who enjoys speaking with customers, delivering a brilliant service, and confidently upselling and cross-selling when it's right for the customer backed by excellent training and development from day one (including support towards professional qualifications).
What you'll be doing as Insurance Advisor
You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call.
Handling inbound and outbound calls, providing a professional and personable service
Producing Insurance quotations and converting opportunities into new and additional business
Supporting renewals and retention, building strong customer relationships
Processing mid-term adjustments and customer instructions accurately
Identifying cross-sell opportunities and making introductions where appropriate
Recording and managing leads and activity using a CRM system
Building product knowledge over time with structured training and coaching
As you develop, supporting smaller business customers (training provided)
What we're looking for from the Insurance Advisor
Previous Insurance customer service experience (motor/home Insurance ideal)
Comfortable with sales conversations, including upsell and cross-sell
Confident communicator (verbal and written) with a strong telephone manner
Good IT skills and the ability to learn new systems quickly
Organised, reliable and able to manage your own workload
A positive, "can-do" approach and enjoyment of working in a small team
Minimum 5 GCSEs (or equivalent), including Maths and English
Benefits
£25,000-£27,000 + bonus (depending on experience)
Full training & development (technical knowledge + sales skills)
Support towards CII qualifications
Supportive, friendly working environment
25 days holiday + bank holidays
Free parking (Great Tey area)
Company pension scheme
What you'll be doing as Insurance Advisor
You'll support customers across a range of personal lines Insurance products, handling enquiries, quotations, renewals and policy changes, while making the most of sales opportunities on every call.
Handling inbound and outbound calls, providing a professional and personable service
Producing Insurance quotations and converting opportunities into new and additional business
Supporting renewals and retention, building strong customer relationships
Processing mid-term adjustments and customer instructions accurately
Identifying cross-sell opportunities and making introductions where appropriate
Recording and managing leads and activity using a CRM system
Building product knowledge over time with structured training and coaching
As you develop, supporting smaller business customers (training provided)
What we're looking for from the Insurance Advisor
Previous Insurance customer service experience (motor/home Insurance ideal)
Comfortable with sales conversations, including upsell and cross-sell
Confident communicator (verbal and written) with a strong telephone manner
Good IT skills and the ability to learn new systems quickly
Organised, reliable and able to manage your own workload
A positive, "can-do" approach and enjoyment of working in a small team
Minimum 5 GCSEs (or equivalent), including Maths and English
Benefits
£25,000-£27,000 + bonus (depending on experience)
Full training & development (technical knowledge + sales skills)
Support towards CII qualifications
Supportive, friendly working environment
25 days holiday + bank holidays
Free parking (Great Tey area)
Company pension scheme
Reference: 225183798
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