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Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Commercial and General Insurance Adviser
Salary Area Job Ref Consultant Sector
£23,000 + benefits West Midlands AL781 Angela Liscombe Insurance


Commercial and General Insurance Advisor

Near Solihull (our Ref AL781)

Salary £23,000 + benefits


My client is a very well established and financial services company, providing advice and assistance to both Corporate and Private Clients.  They have an exciting new vacancy for a Commercial and General Insurance Adviser to join their pro-active Head Office Team near Solihull.


Role Objective

To provide a high quality, compliant advice service to network clients through appropriate research and recommendations of product suitability for the client, renewal and amendment of specialist and standard commercial and general insurance policies.

Day to Day:

·         Progress telephone referrals with the objective of identifying advice opportunities and converting these to contribute towards a profitable business and delivering good consumer outcomes.

·         Follow the network’s advice process and procedures ensuring that appropriate compliant advice is provided and correct paperwork submitted in line with regulatory requirements.

·         Use available research tools and liaise with insurance providers to ensure quotations are provided in line with customer needs and adhering to TCF requirements.

·         Follow department processes as required for processing, renewals, sales, amendments and claims

·         Management of renewals

·         Building a sales pipeline to achieve sales targets

·         Compliantly process customers’ payments in line with risk transfer   

·         To undertake any additional adhoc duties when necessary in order to support the business in achieving its overall objectives

Key Result Areas:

·         Achieve business level targets

·         Achieve individual sales target

·         Renewal retention targets achieved

·         Service levels achieved

·         Recording keeping meets regulatory requirements

·         T&C requirements meet


·         Team player

·         Ability to prioritise work

·         Objection handling and negotiating

·         Customer service

·         Time Management

·         Analysis and interpretation of data

·         Computer Literate

·         Negotiating



·         Working knowledge of commercial and general insurance products

·         Regulatory requirements for the process and advice of commercial products


·         Recommending and advising on commercial and General Insurance products

·         Sales experience in Commercial and General Insurance

·         Complaint handling




·         Good Standard of Education (5 GCSE’s or equivalent grade C or above) (Essential)

·         CII or equivalent Insurance qualification (Desirable)


If this role is of interest and you have the required skills, knowledge and qualifications, then please apply with an up to date CV to Angela Liscombe at North Oak Recruitment, or call for a confidential discussion.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.