Insurance Sales Professional

1 day ago


StratforduponAvon, Warwickshire, United Kingdom Matt Burton Full time
Key Responsibilities
  • Process policy transactions for existing customers through inbound and outbound calls.
  • Verify and update customer and policy details as required.
  • Provide advice on policy cover levels and optional extras.
  • Address general inquiries from customers regarding their policy letters.
  • Explain current policy details and any changes to the new policy.
  • Follow call scripts and compliance requirements to ensure quality customer outcomes.
  • Identify and support vulnerable customers with a tailored approach.
  • Offer suitable advice on cover and optional extras.
  • Proactively seek performance improvements and focus on professional development.
  • Meet and aim to exceed all KPIs.
  • Complete required CPD hours.
Essential Skills and Experience
  • Excellent sales, telephony, and negotiation skills.
  • Passion for customer service and self-motivation.
  • Strong communication skills, both verbal and written.
  • Superior organization skills and time management.
  • Ability to build strong relationships with clients at all levels.
  • Willingness to take on new challenges.
  • Proficiency in MS applications, including Word, Excel, and Outlook.
  • Ability to comply with FCA regulations and Data Protection Security Policies.
Desirable Experience
  • Experience in the insurance industry.
  • Experience in an FCA regulated role.
Benefits
  • 20 days holiday plus all Bank Holidays, with an additional day for each year of service up to 25 days.
  • Company pension scheme.
  • Free gym membership.
  • Private Medical Insurance.
  • Discounts and Rewards Package.
  • Contemporary working environment in the FinTech hub of Spinningfields, Manchester.
  • Regular social events.


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Insurance Full time

    Job Title: Professional Indemnity Development ExecutiveWe are seeking a highly motivated and results-driven sales professional to join our team as a Development Executive specialising in Professional Indemnity insurance.About the Role:As a Professional Indemnity Development Executive, you will play a crucial role in driving business growth and expanding our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Insurance Full time

    Job Title: Professional Indemnity Development ExecutiveWe are seeking a highly motivated and results-driven sales professional to join our team as a Development Executive specialising in Professional Indemnity insurance.About the Role:As a Professional Indemnity Development Executive, you will play a crucial role in driving business growth and expanding our...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Insurance Sales Professional =========================== We are seeking an experienced General Insurance Sales Professional to join our team at Heat Recruitment. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care in a...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Insurance Sales Professional =========================== We are seeking an experienced General Insurance Sales Professional to join our team at Heat Recruitment. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care in a...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Insurance Sales Professional =========================== We are seeking an experienced General Insurance Sales Professional to join our team at Heat Recruitment. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care in a...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Insurance Sales Professional =========================== We are seeking an experienced General Insurance Sales Professional to join our team at Heat Recruitment. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care in a...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    {"h1": "Insurance Sales Executive Opportunity", "p": "We are seeking an experienced general insurance sales executive to join our team at Heat Recruitment. As an Insurance Sales Executive, you will be responsible for establishing and building strong relationships with clients and underwriters, offering a high standard of customer-focused care in a timely and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    {"h1": "Insurance Sales Executive Opportunity", "p": "We are seeking an experienced general insurance sales executive to join our team at Heat Recruitment. As an Insurance Sales Executive, you will be responsible for establishing and building strong relationships with clients and underwriters, offering a high standard of customer-focused care in a timely and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    {"title": "Insurance Sales Executive", "description": "Job SummaryWe are seeking an experienced Insurance Sales Executive to join our team at Heat Insurance Manchester. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    {"title": "Insurance Sales Executive", "description": "Job SummaryWe are seeking an experienced Insurance Sales Executive to join our team at Heat Insurance Manchester. As a key member of our sales team, you will be responsible for establishing and building strong relationships with clients and underwriters, providing a high standard of customer-focused care...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Heat Recruitment is seeking an experienced General Insurance Sales Executive to join their team. The ideal candidate will have a strong background in general insurance and a qualification or desire to work towards this. Key responsibilities include establishing and building strong relationships with clients and underwriters, offering a high standard of...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Heat Recruitment Full time

    Heat Recruitment is seeking an experienced General Insurance Sales Executive to join their team. The ideal candidate will have a strong background in general insurance and a qualification or desire to work towards this. Key responsibilities include establishing and building strong relationships with clients and underwriters, offering a high standard of...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Matt Burton Full time

    {"title": "Sales Advisor", "description": "Key ResponsibilitiesProcess policy transactions for existing customers through inbound and outbound calls.Verify and update customer and policy details as required.Provide advice on policy cover levels and optional extras.Address general inquiries from customers regarding their policy letters.Explain current policy...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Matt Burton Full time

    {"title": "Sales Advisor", "description": "Key ResponsibilitiesProcess policy transactions for existing customers through inbound and outbound calls.Verify and update customer and policy details as required.Provide advice on policy cover levels and optional extras.Address general inquiries from customers regarding their policy letters.Explain current policy...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Matt Burton Full time

    Key ResponsibilitiesWe are seeking a dedicated Sales Advisor to support our existing policyholders with their renewals through both inbound and outbound calls, ensuring their details and cover levels are accurate and up-to-date.Handle inbound and outbound calls to process policy transactions for existing customers.Verify and update customer and policy...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Matt Burton Full time

    Key ResponsibilitiesWe are seeking a dedicated Sales Advisor to support our existing policyholders with their renewals through both inbound and outbound calls, ensuring their details and cover levels are accurate and up-to-date.Handle inbound and outbound calls to process policy transactions for existing customers.Verify and update customer and policy...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Insurance Full time

    About the RoleCapio Recruitment Insurance is seeking a highly motivated and results-driven Professional Indemnity Development Executive to join our team. As a key member of our sales team, you will play a crucial role in driving business growth and expanding our portfolio within the North Region.Key ResponsibilitiesNew Business Generation: Identify and...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Resolve Recruitment Services Ltd Full time

    About the RoleResolve Recruitment Services Ltd is delighted to be working with one of Manchester's most successful independent insurance brokerages.This is an exciting opportunity to join a company that values its clients and employees, and offers a great career path with a prestigious Manchester office.The company is in a phase of growth, and this is a new...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Resolve Recruitment Services Ltd Full time

    About the RoleResolve Recruitment Services Ltd is delighted to be working with one of Manchester's most successful independent insurance brokerages.This is an exciting opportunity to join a company that values its clients and employees, and offers a great career path with a prestigious Manchester office.The company is in a phase of growth, and this is a new...


  • Stratford-upon-Avon, Warwickshire, United Kingdom Capio Recruitment Insurance Full time

    {"title": "Professional Indemnity Development Executive", "company": "Capio Recruitment Insurance", "location": "Manchester", "salary": "£40,000 - £70,000 (DOE) + Commission", "job_description": "About the RoleWe are seeking a dynamic and results-driven sales professional to join our team as a Development Executive specialising in Professional Indemnity...