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Insurance Advisor

Vacancy Salary
Vacancy Location {Advertised Location}
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days (x will be poplulated when viewing published adverts).

Towergate Insurance Brokers provide over 200 specialist policies from nearly 100 offices across the UK. From businesses, properties, passions, and most things in between, our advisers work together with the UK’s leading insurers to provide expert advice and speak the language of our customers to provide competitive protection that best suits their needs. At the heart of all our work is knowing our stuff, being an open book, creating great partnerships and sharing the passions of our customers. If you are enthusiastic, results driven, striving for a career, not just a job, we need you to join us.

Job Outline:

To provide a market leading experience to customers or partners.  To achieve agreed commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner.

Working in our Berkeley Alexander brand (, we are seeking a customer services/insurance adviser, with the key elements/experience being:-

Handling all forms of SME commercial (shops, offices, commercial combined, liability, PI, D&O, Cyber, etc) plus property owners. Typical premiums up to £2,000pa. All policies are handled at distance (over the phone & by e-mail/post), so no client/agent visits are required.

Approx. 75% of the role is renewals focused & 25% handling mid-term inquiries with occasional new business inquiries when the workload permits.

Renewals – pre-renewal review, inviting, obtaining alternative quotes, looking to cross sell & up-sell, secure renewal instructions, arrange payment, etc. Typically 125-175 renewals per month within the book to be looked after, so it is a high volume business.
Mid-term enquiries – handle mid-term queries including payment queries & claims.


  • Ensuring business standards are adhered to at all times.
  • Processing correspondence, renewals activity, new business quotations.
  • Ensuring that all workflow activity is completed in accordance with approved business processes.
  • Ensuring calls are answered in a timely professional manner, ensuring the required customer experience is always delivered.
  • Understanding the client's demands and needs and providing insurance solutions to meet those demands and needs.  When this is not possible clearly explaining to the customer what cannot be met and why.
  • Complying with all approved procedures, customer service standards and external regulatory bodies.
  • Achieving and maintaining the required competencies for the role.
  • Ensuring that any customer complaints are identified and handled strictly within the company's complaints procedure.

Key Performance Indicators

  • Service level standards
  • Attendance and productivity
  • Quality and compliance audits
  • Personal conduct and behaviours
  • Sales and Retention targets
  • Personal Development records
  • Performance Reviews

Essential Criteria

  • Previous sales / service background - minimum 1 year's insurance experience in a broking or insurer field is preferred. 

On offer are a competitive salary, on target bonus scheme, knowledge development and a structured training plan together with an opportunity to become a key member of a fast-growing and leading company.

Please apply online

With 80 local offices, over 2000 team members and over 100,000 clients, Towergate Insurance Brokers has the largest footprint and biggest salesforce in the UK. We’re community brokers and risk experts backed by the scale and spirit of the UK’s largest independent broker. We’ve got big ambitions for the future – join us for the journey and make your mark on the local community. #TIB

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