Junior Insurance Sales Advisor

3 weeks ago

Tunbridge Wells Kent, United Kingdom Phoenix SC Ltd Full time

New Business Sales Advisor 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

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