Insurance Sales Specialist

4 weeks ago


Cardiff, Cardiff, United Kingdom DG Partnership Ltd Full time

About the Role

We are seeking a highly motivated Sales Agent to join our team at DG Partnership Ltd. As a Sales Agent, you will be responsible for selling insurance for a range of insurance products, including taxis and motorhomes.

Key Responsibilities:

  • Selling insurance for a range of insurance products.
  • Obtaining quotations from clients and prospects.
  • Administering mid-term adjustments.
  • Accurately collecting and inputting client information.
  • Accounting procedures.
  • Administering new and renewed policies, including the set-up of additional products.
  • Dealing with incoming enquiries from clients, insurers, and other third parties in a professional and timely manner.
  • Complying with FCA and all other regulatory requirements relating to the role.
  • Inputting data onto the office systems.
  • Liaising with insurers and other third parties regarding the administration of clients' needs.
  • Providing technical and administrative support.

The Benefits

  • An excellent starting salary of £23,000 - £28,000 dependent upon experience + bonus.
  • Average bonus earned is circa £300-500 per month.
  • Straight-forward working hours: Monday to Friday 9am - 5.30pm.
  • 28 days holiday annually (including Bank Holidays) rising to 33 days with length of service.
  • An extra day off on your Birthday.
  • Free car parking at our purpose-built offices.
  • Recommend a Friend referral scheme.
  • Staff discounts on your own insurance policies.
  • Casual dress code.

About Us

We are a forward-thinking insurance broker committed to revolutionising the industry. Our goal is to provide simple, transparent, and tailored insurance solutions to our clients.

What We're Looking For

  • A minimum of 1 year's sales experience and 1 year's telephony experience.
  • A high level of interpersonal skills - ability to build a successful, mutual relationship with all clients.
  • Communications skills must be of a high level as you will deal with clients face to face, over the telephone, and also in writing.
  • Planning and organisational and time management skills also to be of a high standard.
  • Problem-solving skills.
  • Computer literate and thorough understanding of company software.


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