Insurance Sales Professional

4 days ago


Eastleigh, Hampshire, United Kingdom Lloyd & Whyte Full time

Lloyd & Whyte is looking for a highly skilled Insurance Sales Professional to join our team. In this role, you will be responsible for demonstrating excellent customer service skills and adhering to Company and trade regulations at all times. You will also be required to develop good working relationships between departments and your peers.

Key Responsibilities:

  • Achieve individual objectives and key performance indicators as set and agreed.
  • Attend daily meetings with your team to discuss progress and goals.
  • Undertake telephone based quotes with prospective clients using fact find to capture data.
  • Research the market and provide quotes and information to clients relevant to the protection they require.
  • Follow up calls to clients to chase decisions and progress of quote.
  • Overcome objections and promote the key selling features of the recommended insurer.
  • Apply for cover on the insurers site and chase progress.
  • Liaise with underwriters to gain an idea of cover and advise clients accordingly.
  • Ensure all policy administration is dealt with in a professional and timely manner.
  • Adhere to all Company, regulatory and compliance guideline requirements.
  • Maintain own technical competence.
  • Support colleagues from all areas of the business when required.

Requirements:

  • Chartered Insurance Institute Certificate in Insurance


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