Sales Advisor Insurance

19 Mar 2017
18 Apr 2017
Contract Type
Full Time
Sales Advisor (Insurance): An experienced Insurance Sales Advisor is required to provide first class service and support to Personal Lines clients for a leading independent insurance broker. The role will include the conversion of new business, servicing of existing accounts, and retention of renewals, to achieve company income targets.

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.

*Service of existing accounts 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.
*Able to demonstrate ambition and desire to succeed
*Professional manner
*Customer service orientated
*Handle any complaints in accordance with regulatory requirements

Compliance, Conduct and ethics:
*Exercise reasonable care, skill and diligence.
*Act in accordance with the FCA's Statements of Principle for Approved Persons.
*Be familiar with FCA regulations, promoting and embedding Treating Customers Fairly(TCF)
*Comply with The Data Protection Act 1998, Data Security and The Bribery Act 2010

This is an exciting opportunity for an ambitious Sales Advisor to join a leading independent Insurance Broker, established since 1978, offering long term career prospects. Competitive salary. Apply now!