Insurance Brokerage Specialist

4 weeks ago


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

We are seeking an experienced Insurance Sales Executive to join our team at Elvis Eckardt Recruitment & Sales Solutions Limited. The successful candidate will be responsible for delivering exceptional customer service, adhering to FCA compliance, and managing sales-related administrative tasks.

Key Responsibilities:

  • Compliance: Act in a compliant way and be aware of the FCA compliance procedures.
  • Customer Service: 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.
  • Sales Targets: Contribute to the overall team and personal sales targets through selling, servicing, and renewing policies.
  • Policy Management: Process mid-term adjustments and invite renewals across different products offered.
  • Documentation: Ensure all client documentation is issued correctly and all internal records are kept up to date.

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.

Elvis Eckardt Recruitment & Sales Solutions Limited is a leading recruitment agency specializing in the insurance industry. We are committed to providing exceptional service to our clients and candidates. If you are a motivated and experienced Insurance Sales Executive looking for a new challenge, please apply with your CV and a brief introduction.



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