We are currently looking for a sales executive to join a national commercial insurance advisor looking to strengthen their current customer outreach. The following role will play a pivotal position in underlining & outlining the existing benefits available with numerous financial service plans available. This role will have a large impact on consumer on boarding & retention, & will be actively targeted on the maintenance of service levels.
Client Details
The client we are currently representing are a national insurance broker who own multiple branches across the UK, mainly the NW.
Description
Key responsibilities will consist of:
Drive sales of a range of commercial insurance products through upselling, cross-selling, and warm lead engagement.
Consistently meet and exceed KPIs while upholding Customer Duty principles.
Provide expert advice and support throughout the insurance sales journey.
Collaborate with a high-performing team in a fast-paced, dynamic environment.
Identify and document vulnerable customers, providing appropriate guidance and referrals when needed.
Achieve SLA, KPI, and sales targets, along with other company-set objectives.
Maintain excellent quality assurance scores while prioritizing the customer's best interests.
Manage time effectively in line with business requirements.
Handle ad-hoc questions and tasks as they arise.
Follow up on inquiries received via website, mail, and phone.
Offer support to the wider department as needed.
Profile
The successful candidate will have:
Demonstrated success in telephone-based insurance sales.
Consistently met or exceeded sales targets and key performance indicators (KPIs).
Comprehensive knowledge of the insurance sector, including both sales processes and claims management.
Persistent and goal-oriented, with a strong ability to collaborate within a team.
Adaptable to managing dynamic daily workloads.
Highly accurate in recording and documenting information.
Proficient in Microsoft Office and proprietary client management systems, capable of multitasking between electronic record-keeping and client communication.
Extensive experience working within FCA regulations and process standards, while maintaining excellent customer service.
