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The role requires integrity, collaborative innovation, strong customer care and sales capability, and solid knowledge of internal computer systems and procedures. Responsibilities span quoting and new business, renewals, mid-term adjustments and cancellations, payments, documentation issuance, complaint handling with escalation, diary audit trails, daily banking support, marketing and cross-selling, and compliance, training and personal development planning.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/insurance-sales-advisor-job-description/258652/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/insurance-sales-advisor-job-description/258652.png","ImageObject",442,249,{"name":88,"@type":89},"Alex Sinclair","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the main purpose of the Insurance Sales Advisor role?","Question",{"text":108,"@type":109},"To deliver a professional, prompt, and efficient insurance broking service to clients and insurers while observing FCA and other regulatory requirements and applying the group’s values in every procedure.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What core duties are included in sales, advice, and policy administration?",{"text":113,"@type":109},"Handling quotes and new business, placing risks and issuing required documentation, managing renewals, processing mid-term adjustments and cancellations, advising on payments and processing them, and issuing relevant letters and memos.",{"name":115,"@type":106,"acceptedAnswer":116},"How does the role handle compliance, training, and development?",{"text":117,"@type":109},"By following company procedures covering areas like risk/TCF, conflicts of interest, training and competence, financial crime controls, and data security, plus producing and maintaining a personal development plan with the line manager.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},258652,1789324774,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":9},1099523882182,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Job Description  \nJob Title  \nInsurance Sales Advisor  \nJob Purpose  \nTo provide a professional, prompt and efficient Insurance Broking service to Clients and Insurers. To observe the regulations issued by Financial Conduct Authority and other regulatory bodies. To incorporate the group’s values into every procedure  \nKey Skills/Competencies & Qualifications  \n􀁸 A collaborative and innovative approach to working  \n􀁸 Act with integrity at all times when working with stakeholders  \n􀁸 Proficiency in customer care and sales  \n􀁸 A competent level of knowledge of the internal computer systems and procedures.  \n􀁸 Knowledge of both Personal and Commercial lines products  \n􀁸 Knowledge of relevant FCA and other regulation.  \n􀁸 Awareness of Insurance market principles and practice.  \n􀁸 Ability to assist in supervising/training other staff  \nMain Duties & Responsibilities  \nSales, Advice and Policy Administration  \nFor the classes of business agreed, undertake a full range of duties ensuring compliance with regulatory requirements including: -  \n􀁸 Quotes/New business: -  \no Provide quotations on all product lines ensuring suitability with customer’s demandsand needs  \no Place risks on cover and obtain/issue appropriate documentation including: -  \n􀂃 Statutory documents (IDD, TOBA, DRI etc)  \n􀂃 Statement of Facts (or Proposal Forms where relevant)  \n􀂃 NCB proof  \n􀂃 Covernotes  \n􀂃 Policy Schedules  \n􀂃 Certificates  \n􀁸 Renewals: -  \no Invite renewal on the best terms for the client re-broking as appropriate  \no Renew/replace policies issuing appropriate documentation  \no Lapse policies as appropriate  \n􀁸 Mid-term adjustments/cancellations: -  \no Process mid-term adjustments/cancellations as appropriate  \no Issue revised documentation as appropriate  \n􀁸 Payments: -  \no Provide advice to clients on available payment methods  \no Process payments  \no Set up finance agreements as required  \n􀁸 Letters/memos: -  \no Issue letters to clients/Insurers as appropriate  \no Issue memos to Insurers enclosing/requesting documentation as appropriate  \n􀁸 Complaints:-  \no Deal with complaints efficiently and compliantly.  \no Enter complaint details onto the system  \no Realise when complaint needs to be referred to line manager  \n􀁸 System diaries: -  \no Use the diary system as necessary to ensure a clear audit trail Accounts/Banking  \nUndertake accounting/banking duties as required including: -  \n􀁸 Daily banking (including day end report) Other Offices  \nSupport other offices including:-  \no Offering advice on products  \no Offering advice on system issues  \no Offering advice on marketing strategies  \no Dealing with closed offices telephone calls  \nMarketing  \nUndertake marketing duties as required ensuring compliance with corporate and regulatory requirements including: -  \n􀁸 Contact previously insured clients in the hope of regaining lost business  \n􀁸 Cross selling  \nCompliance, Training & Development  \n􀁸 Observe company procedures in the following areas to ensure the firm remains compliant with FCA and other regulations  \no Conduct Risk/ Treating Customers Fairly (TCF)  \no Conflicts of Interest  \no Training & Competence  \no Financial crime including:  \n􀂃 Money laundering  \n􀂃 Bribery Act 2010  \n􀂃 UK financial sanctions  \n􀂃 Data security (including Data Protection Act)  \n􀁸 Produce and maintain own personal development plan with your line manager  \nJob Structure:  \n| Date Created: | 17th January 2017 |\n| --- | --- |\n| Created By: | Heidi Morton |\n| Date of Next Review: | January 2018 |","cbCaia24a20F5rq7","https://ap.wps.com/l/cbCaia24a20F5rq7","pdf",264474,"English","# Job Purpose\n# Key Skills/Competencies & Qualifications\n# Main Duties & Responsibilities\n## Sales, Advice and Policy Administration\n## Accounts/Banking\n## Other Offices\n## Marketing\n## Compliance, Training & Development\n# Job Structure","[{\"question\":\"What is the main purpose of the Insurance Sales Advisor role?\",\"answer\":\"To deliver a professional, prompt, and efficient insurance broking service to clients and insurers while observing FCA and other regulatory requirements and applying the group’s values in every procedure.\"},{\"question\":\"What core duties are included in sales, advice, and policy administration?\",\"answer\":\"Handling quotes and new business, placing risks and issuing required documentation, managing renewals, processing mid-term adjustments and cancellations, advising on payments and processing them, and issuing relevant letters and memos.\"},{\"question\":\"How does the role handle compliance, training, and development?\",\"answer\":\"By following company procedures covering areas like risk/TCF, conflicts of interest, training and competence, financial crime controls, and data security, plus producing and maintaining a personal development plan with the line manager.\"}]","Insurance Sales Advisor - Job description | PDF"]