Insurance Sales Executive

1 month ago

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

At Elvis Eckardt Recruitment & Sales Solutions Limited, we're not just your average recruiters or HR professionals.

We're a team driven by passion, committed to revolutionizing the way you experience recruitment and HR.

With over a decade of hands-on experience, we've honed our craft and specialize in delivering exceptional Recruitment and HR Solutions to SMEs, Start-Ups, and even the industry giants like the Big Four.

Our journey started from the ground up, and that's what makes us stand out – we're a bootstrapped endeavour that's all about connecting with businesses and candidates alike on a personal level.

We understand that one size doesn't fit all. That's why our approach to recruitment goes beyond the mundane.

Our aim is simple, yet profound – to exceed your expectations and create tailor-made, practical, and memorable experiences for you, whether you're a client looking for the perfect addition to your team, a candidate seeking the next big opportunity, or a partner sharing our vision.

At the heart of our mission is the drive to add real value to your operations. We're not here to simply provide solutions; we're here to optimize your entire Recruitment and sales processes, helping you achieve your goals more effectively.

Whether you're curious and want to learn more, need help finding exceptional freelancers, require headhunting expertise, or are looking for executive search services, our comprehensive Service Portfolio is just a few clicks away here on our website.

Let's make this personal. Reach out to us today at hello@elvis-eckardt.com, and let's embark on this exciting journey together – where Recruitment and Sales Solutions meet a personal touch.

The Role

We are currently looking for an Insurance Sales Executive for one of our clients in Bolton.

Position: Insurance Sales Executive

Location: Onsite in Bolton

Starting Date: ASAP

Salary: 26k GBP per annum + Commission

Industry: Insurance

Benefits:

- Company Pension

- Onsite Parking

Hours: Full-time, 9:00 AM - 5:30 PM, Monday to Friday. Additional hours may be required depending on workload.

Job Overview:

We are seeking an experienced Insurance Sales Executive. The role involves achieving personal and team sales targets by selling, servicing, and renewing policies.

You will be responsible for delivering exceptional customer service, adhering to FCA compliance, and managing sales-related administrative tasks. This position requires prior experience working within an insurance brokerage.

Responsibilities:

  • - Compliance: Act in a compliant way and be aware of the FCA compliance procedures.
  • - Procedures: Follow all company procedures as instructed. If unsure of the procedure, seek advice from management.
  • - 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.
  • - Customer Experience: Take maximum opportunity to enhance customer experience and exceed expectations at all times, acting in the interests of the client and insurer.
  • - 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.
  • - Market Awareness: Keep up to date with developments in products and market changes in accordance with current marketing trends and scheme facilities.
  • - Cross-Selling: Actively cross-sell across available products.
  • - Training: Record and participate in training requirements, including online training, sourcing of material, reading emails and other training materials, and providing an up-to-date training record when requested by management.
  • - Quote Logging: Log all quotes as required, even if a quote is not given due to circumstances.
  • - Communication: Keep management updated with all developments and provide evidence of sales training and other relevant information as required.

This includes:

- Weekly updates on quotes

- Weekly updates on renewals

- Monthly evidence of training

- Support Admin Team: Assist and support the admin team with comprehensive notes and documentation.

- Post-Sale Admin: No post-sale admin to be handled by the sales team, including changes of address and Q checks unless passed to sales from admin following management referral.

- Error Management: Any errors made by the sales team will be corrected by the admin team and may result in a bonus sanction. Errors may be passed back to sales following management referral.

- Confidentiality: Maintain client and company confidentiality outside the work environment.

Ideal Profile

Experience:

  • - 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.
  • - Knowledge of FCA compliance procedures is preferred.
  • - Ability to work independently and as part of a team.
  • - Professional demeanor and customer-focused attitude.

What's on Offer?

  • Opportunity within a company with a solid track record of performance
  • Fantastic work culture
  • Opportunity to make a positive impact

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