Insurance Agent

2 weeks ago

Romford, United Kingdom Right Choice Insurance Brokers Full time

**MAIN PURPOSE AND SCOPE OF THE JOB**

To manage client communications, by interacting directly with new and existing clients and to complete the administration of a policy. This job role falls under the FCA’s Senior Managers and Certification Regime (SMCR) conduct rules. This is due to the nature of your job role falling within financial services activity. It is your responsibility to adhere to the conduct rules and always aim to promote and achieve good customer outcomes under the Consumer Duty.

**Qualifications**
- Strong communication skills to effectively interact with clients and colleagues
- Proficiency in sales administration and analysis to optimize business strategies
- Ability to negotiate effectively to secure the best deals for clients
- Prior experience in insurance sales and customer service to provide comprehensive support
- Organizational skills to manage tasks efficiently and meet deadlines

**DUTIES AND KEY RESPONSIBILITIES**
- Answering incoming calls
- Handling enquiries
- Offering customers products and services
- Performing administrative functions
- Updating client accounts
- Processing customer correspondence
- Validating customer documentation received
- Contacting customers regarding their policies
- Handling confidential information including client bank details
- Taking payments over the telephone
- Adhere to guidelines set by the Financial Conduct Authority
- Comply with the Data Protection Act

**SKILLS AND ABILITIES**
- Be computer literate
- Excellent customer service skills
- Strong oral and written communication
- Professional and flexible
- Manage stress
- Resolve problems
- Be driven and have a positive attitude
- Manage multiple tasks
- Meet targets
- Administration and organisation
- Be sales focused
- Active listening

**KEY ACCOUNTABILITIES**
- Operate within the agreed authority level, exhibiting the autonomy to make decisions, and proactively seek advice when faced with complex situations.
- Adhere to customer policies, particularly those related to vulnerability, drawing upon your demonstrated experience in working within such environments.
- Proven experience in providing excellent customer service, particularly in dealing with individuals who may be upset or angry.
- Within a similar role is preferable but not a necessity as full training will be provided
- Within the insurance sector is preferable but not a necessity as full training will be provided
- Track record of meeting targets or service level agreements and working as part of a team.

**PERSONAL ATTRIBUTES AND OTHER REQUIREMENTS**
- Be willing to work a shift pattern
- Be a good team worker demonstrating loyalty and commitment to the organisation and colleagues
- Champion a culture of continuous improvement within your team(s) and extend this ethos to the broader business, driving positive change and innovation.

**Job Types**: Full-time, Permanent

Pay: £26,200.00-£35,000.00 per year

Additional pay:

- Performance bonus

Work Location: In person

  • Outbound Call Centre Agent

    4 days ago

    Romford, United Kingdom Right Choice Insurance Brokers Full time

    **JOB TITE**:Outbound Call Centre Agent **Reports To**: Sales Managers **MAIN PURPOSE AND SCOPE OF THE JOB** We are a fast paced and busy business. You will be required to outbound clients for the business ensuring we maintain a high renewal retention and a reduction in cancellations. Once you contact our clients you will arrange call backs or transfer...

  • Customer Service Agent

    3 days ago

    Romford, United Kingdom Right Choice Insurance Brokers Full time

    **JOB TITE**:Customer Services Advisor (Insurance) January Start **Reports To**: Customer Services Team Leader **MAIN PURPOSE AND SCOPE OF THE JOB** To manage client communications, by interacting directly with new and existing clients and to complete the administration of a policy. **DUTIES AND KEY RESPONSIBILITIES** - Answering incoming calls -...

  • Sales Agent

    2 weeks ago

    Romford, United Kingdom AllClear Travel Insurance Full time

    **Description**: AllClear is one of the UK’s leading travel insurance specialists, proudly helping customers travel with confidence for over 20 years. With an outstanding 4.9-star Trustpilot rating, our reputation is built on consistently delivering exceptional customer experiences. We’re proud to be a Which? Recommended Provider, and our award-winning...

  • Sales Agent

    5 days ago

    Romford, United Kingdom Connect and Save Ltd Full time

    Join our team in Romford today! You will be making outbound calls to members of the public who have requested to be contacted to get a new insurance policy or have opted in to have an existing insurance policy reviewed. You will be the first point of contact on our customers journey. You will be required to accurately take as much relevant client...

  • Insurance Advisor

    2 weeks ago

    Romford, United Kingdom Additional Resources Ltd Full time

    **Insurance Advisor - Witham** **8 hours shifts with occasional weekend availability.** **£20,000 per annum, plus bonus scheme** This Insurance Advisor role offers the opportunity to work for an award-winning insurance broker which is experiencing rapid growth. Our client offers a rewarding opportunity within a supportive team of experienced sales...

  • Telesales Agent

    1 week ago

    Romford, United Kingdom Connect and Save Ltd Full time

    **About us** Connect and Save Ltd is a small but growing business in Romford. We are professional, agile and innovative. We are currently in a growth phase so its an exciting time to be joining us. Our work environment includes: - Modern office setting - Growth opportunities - Regular social events - Lively atmosphere **Join our team in Romford...

  • Sales Agent

    1 week ago

    Romford, Greater London, United Kingdom AllClear Travel Insurance Full time £24,525 - £45,000 per year

    Department Inbound Sales Employment Type Full Time Location Romford Workplace type Hybrid Compensation £24,525 - £45,000 / year Why Join Us? Key Responsibilities What We're Looking For About AllClear Travel Insurance At AllClear, we believe everyone deserves the freedom to explore the world—no matter their age, destination, or medical...

  • Sales Agent

    6 days ago

    Romford RM QQ, United Kingdom AllClear Travel Insurance Full time £25,000 - £50,000 per year

    DescriptionAllClear is one of the UK's leading travel insurance specialists, proudly helping customers travel with confidence for over 20 years. With an outstanding 4.9-star Trustpilot rating, our reputation is built on consistently delivering exceptional customer experiences.We're proud to be a Which? Recommended Provider, and our award-winning policies are...

  • Household Insurance Advisor

    1 week ago

    Romford, United Kingdom Additional Resources Ltd Full time

    **Household Insurance Advisor** **Romford - RM1** **CII Qualified - £22,500 + attractive performance based bonus (up to £900 per month)** **Apprentice - £17,500 in first year increasing to £21,500 following the first year** This **Household Insurance Advisor** role offers the opportunity to work for an **award-winning insurance broker** which is...

  • Call Centre Agent

    6 days ago

    Romford, United Kingdom RPS Enterprises Ltd Full time

    **About Us** RPS Enterprises Ltd is a small but growing business. We are professional, agile and innovative. We are currently in a growth phase so it’s an exciting time to be joining us. **Join our team today**! You will be making outbound calls to members of the public who have requested to be contacted to get a new insurance policy or have opted in to...