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Insurance Sales Representative

1 month ago

Bolton, Bolton, United Kingdom Elvis Eckardt Recruitment & Sales Solutions Limited Full time

About the Company

Elvis Eckardt Recruitment & Sales Solutions Limited is a dynamic recruitment and sales solutions provider that has revolutionized the way businesses experience recruitment and HR services.

Our team's passion, commitment to excellence, and over a decade of hands-on experience have enabled us to deliver exceptional results to our clients.

We pride ourselves on being a bootstrapped endeavor that connects with businesses and candidates alike on a personal level, understanding that one size doesn't fit all.

Our approach to recruitment goes beyond the mundane, focusing on creating tailor-made, practical, and memorable experiences for our clients.

We strive to add real value to our clients' operations, optimizing their recruitment and sales processes to help them achieve their goals more effectively.

Whether you're looking for freelancers, headhunting expertise, or executive search services, our comprehensive service portfolio is available here on our website.

The Role

We are currently seeking an experienced Insurance Sales Executive for one of our clients in Bolton.

This position involves achieving personal and team sales targets by selling, servicing, and renewing policies.

You will be responsible for delivering exceptional customer service, adhering to FCA compliance, and managing sales-related administrative tasks.

This role requires prior experience working within an insurance brokerage.

Key Responsibilities:

  • Act in a compliant way and be aware of the FCA compliance procedures.
  • Follow all company procedures as instructed. If unsure of the procedure, seek advice from management.
  • 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.
  • Contribute to the overall team and personal sales targets through selling, servicing, and renewing policies.
  • Take maximum opportunity to enhance customer experience and exceed expectations at all times, acting in the interests of the client and insurer.
  • Process mid-term adjustments and invite renewals across different products offered.
  • Ensure all client documentation is issued correctly and all internal records are kept up to date.
  • Keep up to date with developments in products and market changes in accordance with current marketing trends and scheme facilities.
  • Actively cross-sell across available products.
  • Record and participate in training requirements, including online training, sourcing of material, reading emails and other training materials, and providing an up-to-date training record when requested by management.
  • Log all quotes as required, even if a quote is not given due to circumstances.
  • Keep management updated with all developments and provide evidence of sales training and other relevant information as required.

Requirements

  • Previous experience working within an insurance brokerage is essential.
  • 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 customer-focused attitude.

What We Offer

  • Opportunity within a company with a solid track record of performance
  • Fantastic work culture
  • Opportunity to make a positive impact