Fleet Insurance Team Lead
7 days ago
Birkdale Insurance Group is a dynamic team of insurance professionals dedicated to delivering exceptional service to our customers. Our company has experienced significant growth since its inception, thanks to the hard work and dedication of our team members.
The Opportunity
We are seeking an experienced Fleet Insurance Sales/Renewals Executive to join our team in Shrewsbury. As a valued member of our team, you will be responsible for providing top-notch service to our clients, utilizing your strong sales and negotiation skills to maximize new business opportunities. This role requires a driven individual who is full of energy, warm, friendly, and professional in their manner, with the ability to hit targets.
This position would suit someone with experience in a similar role, but regular training and development are provided, and funding is available for professional qualifications if required.
Responsibilities
- Achieve individual income and case count targets
- Take instructions from new customers, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created
- Renewals invited correctly following full review and agree terms with client for the next year and process accordingly
- General administration: Prioritise client communication (via phone, email and in-person) to ensure the customer receives a high level of customer service
- Accurately complete administrative tasks such as post and diary as well as account and insurer queries
- Liaise and build relationships with insurers and customers - both internally and externally
About You
- Preferably some customer-facing experience
- Proficient in using OGI to manage clients, including a computer diary system
- Ability to problem-solve, use own initiative and judgement
- Client and service delivery-focused
- Self-motivated and results-driven
- Good standard of education to at least GCSE level or equivalent
- Must have good command of English language, both written and verbal
- Demonstrate attributes of honesty, integrity, due skill, care, and diligence at all times.
Benefits
- A competitive salary of around £35,000 per annum, plus bonus scheme
- Pension contributions
- Social events
- Regular employment engagement events
- Cycle to work scheme
Estimated Salary Range: £35,000-£40,000 per annum.
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