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Renewals Insurance Consultant

2 months ago


Taunton, Somerset, United Kingdom Usay Compare Full time
Job Overview

At Usay Compare, we pride ourselves on being the leading comparison service in the UK for health insurance, life insurance, and income protection. Our mission is to simplify the process of comparing policies and delivering the most competitive quotes available. With access to top-tier insurers and a dedicated team of knowledgeable advisers, we strive to make private medical care both affordable and accessible.

What We Offer:

  • A competitive base salary of £25,000 with an OTE of £50,000
  • Work schedule: Monday to Friday, 37.5 hours per week (4 shifts from 9am to 5pm, 1 shift from 12pm to 8pm)
  • Comprehensive training and ongoing development opportunities
  • A supportive and enjoyable workplace culture
  • Generous holiday entitlement of 26 days plus bank holidays

Role Responsibilities:

  • Engage with clients through various communication channels, providing tailored advice and quotations based on their needs.
  • Maintain accurate records in the Client Management Database while adhering to data protection regulations.
  • Ensure task lists are current and complete, seeking help when necessary.
  • Respond promptly and professionally to all client inquiries.
  • Apply a solid understanding of the sales process in all interactions.
  • Consider underwriting, regulatory, and insurer requirements in all dealings.
  • Meet monthly and annual performance targets.
  • Deliver specific advice related to the sale or renewal of complex insurance products, ensuring compliance with relevant laws and procedures.
  • Build and maintain relationships with both existing and new clients, utilizing the company's compliance systems effectively.
  • Handle incoming calls and provide assistance or refer to the appropriate personnel as needed.
  • Participate in training sessions to enhance product knowledge and skills.
  • Communicate effectively with internal and external stakeholders to foster quality service and sustainable business growth.
  • Draft clear and effective written communications, including letters and emails.
  • Maintain high standards of quality, accuracy, and efficiency in all tasks.
  • Address inquiries swiftly, directing them to the appropriate individual when necessary.

Required Experience:

  • Proven experience in building relationships with clients and colleagues.
  • Proficient in Microsoft Office applications.
  • Demonstrated success in negotiation on behalf of clients.
  • Experience in a target-driven sales environment is preferred.
  • Strong problem-solving skills and a commitment to continuous improvement.
  • A professional, customer-centric approach in all interactions.

Candidate Profile:

  • Exceptional interpersonal skills, with a focus on questioning and active listening.
  • Confident and effective communication skills over the phone.
  • Personable and approachable telephone demeanor.
  • Well-organized and capable of managing pressure and deadlines.
  • Able to work collaboratively within a team and independently when required.
  • Adaptable to changes in the business and market environments.
  • Reliable and efficient in all tasks.
  • Integrity and impartiality in all dealings.
  • Ability to analyze and interpret data quickly to make informed recommendations.
  • Determined and resourceful, with a focus on achieving the best outcomes for the organization.

Join Us: We invite you to consider this opportunity to become part of the fastest-growing Private Medical Insurance intermediary in the UK as our Insurance Renewals Adviser.