Junior Insurance Sales Advisor
3 weeks 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
- 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
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