Sales Agent

3 weeks ago


Eastleigh, United Kingdom Lloyd & Whyte Full time

Must be able to demonstrate a high level of customer service and adhere to Company and trade regulations at all times. Develop good working relationships between departments and your peers.

Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed.
  • Attend daily buzz meetings starting at 08:50am with your team.
  • Undertaking telephone based quotes with prospective clients using fact find to capture data.
  • Researching the market and providing quotes and information to clients relevant to the protection they require.
  • Follow up calls to clients to chase decisions, progress of quote.
  • Overcoming objections and promoting the key selling features of the recommended insurer.
  • Applying for cover on the insurers site and chasing progress.
  • Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client.
  • Ensure all policy administration is dealt with in a professional and timely manner.
  • Adhere to all Company, regulatory and compliance guideline requirements.
  • Maintain own technical competence.
  • Support Colleagues from all areas of the business when required.


Qualifications 

  • Chartered Insurance Institute Certificate in Insurance

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