Sales & Renewal Advisor/Client Manager
Job Type : Permanent, Full Time
Salary : £30000/annum Excellent Benefits
SALES/ RENEWAL ADVISOR & CLIENT MANAGER FULL TIME
Basic salary is depending on experience. OTE £30 – £40k plus excellent benefits
Our client – a leading broker based in Northampton providing car, home and commercial insurance products plus a range of financial protection products nationwide.
Duties for this role will command high quality personal communication skills to nurture and develop client and insurer relations, by telephone, in writing and face-to-face. This role is primarily based on a combination of service and sales to provide professional advice to clients for their changing needs and circumstances.
Servicing is focused on policy renewal, retaining business and to maximise other potential opportunities. With a client base of unprecedented quality, the standard of our service is paramount. You will therefore need excellent customer service skills along with the technical skills required to process and handle transactional duties with the utmost accuracy.
Experience Required:
The ideal candidate will be career minded and be prepared to go the extra mile to achieve results.
Ability to work independently, and as part of a team, organised, motivated and articulate, commanding a positive outlook
A minimum of 12 months motor and home insurance experience (essential)
A minimum of 12 months sales, service, and administrative experience (essential)
Daily communications with the public via telephone or face to face (essential)
Frequent use of Microsoft applications including Word, Excel and Outlook (essential)
Experience working with structured procedures and deadlines (preferred)
Knowledge and understandings of FCA regulations (essential)
Chartered Insurance Institute (CII) qualifications (preferred)
Key responsibilities and tasks:
Servicing in and outbound calls to existing customers and to the highest of standards
Providing professional advice based on comprehensive assessment of the client's needs
Selling and cross selling a range of insurance products
Negotiating terms with both clients and insurers
Nurturing and developing client and insurer relations (in and, on occasion, out of the office)
Accurately processing policies, transactions, and documentation (Acturis and MS Office)
Developing and improving existing processes to enhance the services that we provide
Providing support and advice to colleagues with all enquiries
General clerical and administrative duties
