Insurance Executive

2 days left

Cheesecake Recruitment
Caerphilly, Mid Glamorgan
23 Jul 2017
22 Aug 2017
Contract Type
Full Time

My client is looking for an experienced Insurance Executive to provide a first class service and support to their clients. The role will include new policy sales, servicing of existing customers, and working to retain renewals. This exciting office based role will appeal to a highly professional individual with strong relationship building, sales, and account management skills who is seeking to join a successful team and develop their career.

Key Responsibilities:
• Servicing of existing customers with retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.
• Deliver personal and team sales targets
• Identify and convert sales and cross sales opportunities
• Provide quotations and ensure conversion of new business and create system records
• Provide professional and accurate customer service
• Ensure that all system records are up to date and accurate following all client contact
• Check all insurance documentation is correct
• Resolve queries and issues raised with all customers
• Capture data accurately

Skills & Experience:
• Proven sales and/or account management experience via telephone and email
• Previous insurance broking experience desirable
• Able to demonstrate ambition and desire to succeed
• Professional manner
• Customer service orientated