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Insurance Sales Executive

3 months ago

Bolton, Bolton, United Kingdom findajob.dwp Full time
We are currently looking for an Insurance Sales Executive for one of our clients in Bolton.

Position:
Insurance Sales Executive

Location:
Onsite in Bolton

Starting Date:
July/August 2024

Salary: 22-24k GBP per annum + Commission

Industry:
Insurance

Benefits:

  • Company Pension
  • Onsite Parking

Hours:
Full-time, 9:00 AM - 5:30 PM, Monday to Friday. Additional hours may be required depending on workload.

Job Overview:
The sales staff are crucial in achieving team and personal sales targets through effective selling, servicing, and renewing policies.

This role requires exceptional customer service skills, adherence to FCA compliance procedures, and the ability to manage sales-related administrative tasks.


Responsibilities:

  • Compliance: Act in a compliant way and be aware of the FCA compliance procedures.
  • Procedures: Follow all company procedures as instructed. If unsure of the procedure, seek advice from management.
  • Customer Service: Provide exceptional service to new and existing customers over the telephone and in person, focusing on resolving queries in an efficient, accurate, and professional manner.
  • Sales Targets: Contribute to the overall team and personal sales targets through selling, servicing, and renewing policies.
  • Customer

Experience:

Take maximum opportunity to enhance customer experience and exceed expectations at all times, acting in the interests of the client and insurer.


  • Policy Management: Process midterm adjustments and invite renewals across different products offered.
  • Documentation: Ensure all client documentation is issued correctly and all internal records are kept up to date.
  • Market Awareness: Keep up to date with developments in products and market changes in accordance with current marketing trends and scheme facilities.
  • Cross-Selling: Actively crosssell across available products.
  • Training: Record and participate in training requirements, including online training, sourcing of material, reading emails and other training materials, and providing an uptodate training record when requested by management.
  • Quote Logging: Log all quotes as required, even if a quote is not given due to circumstances.
  • Communication: Keep management updated with all developments and provide evidence of sales training and other relevant information as required.

This includes:

  • Weekly updates on quotes
  • Weekly updates on renewals
  • Monthly evidence of training
  • Support Admin Team: Assist and support the admin team with comprehensive notes and documentation.
  • Post-

Sale Admin:

No post-sale admin to be handled by the sales team, including changes of address and Q checks unless passed to sales from admin following management referral.


  • Error Management: Any errors made by the sales team will be corrected by the admin team and may result in a bonus sanction. Errors may be passed back to sales following management referral.
  • Confidentiality: Maintain client and company confidentiality outside the work environment.

Experience:

  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in using office software and systems.
  • Knowledge of FCA compliance procedures is preferred.
  • Ability to work independently and as part of a team.
  • Professional demeanor and customerfocused attitude.
If interested please apply by sending your CV and letting us know your availability/notice period and annual wage expectation.

Contact:
Elvis Eckardt