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Sales Agent
3 weeks ago
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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