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Junior Insurance Sales Advisor
4 months ago
Reporting to New Business Manager The purpose of your position As the New Business (NB) Sales Advisor your role is primarily about managing client communications to provide a high quality of customer service, which increases the Company’s reputation and boosts sales.
Role:
* Achieving and exceeding monthly new business targets
* Ensuring you are passing your calls audits consistently
* Ensuring that scripts are always used
* Ensuring accuracy in everything you do to keep your setting up error rate consistently below 5%
* Efficiently responding to enquiries from prospects, clients, brokers and underwriters received in any format
* Obtaining accurate quotations using the quotations system, rating guides or by referring to insurers
* Completing the key task of “fact finding” to identify clients requirements and to provide a quotation to fulfill their needs
* Following our internal procedure for verbally accepted quotations, confirming cover and providing written confirmation with full details of cover, enclosing proposal(s) for completion and the “Terms of Business” document
* Responding to enquiries from clients, brokers and underwriters received by phone, letter, email or fax and ensuring that all information required by clients or underwriters is obtained and communicated
* Proactively upselling any additional covers or add-ons
Your duties:
* Consistently treating customers fairly by providing clear information ensuring they are appropriately informed before the point of sale 1
* Ensuring your advice is suitable and takes account of their circumstances by not using jargon and listening to your customer
* Ensuring that any customer complaints are promptly and appropriately handed to your manager
* Accurately issuing invoices and policy documents and updating client records accordingly Core Competencies
* Strong attention to detail skills and capable of efficiently multi-tasking 2 Additional Responsibilities It is expected that all team members help out with general office activities.
Overview:
* High volume sales office
* Basic + Commison structure
* Following protcols, DPA & FCA regulations
* Provide motor insurance for customers