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For Companies At a Glance
- Tasks: Sell and service insurance policies while exceeding customer expectations.
- Company: Dynamic insurance brokerage in Bolton with a focus on teamwork.
- Benefits: Competitive salary, commission, company pension, and onsite parking.
- Why this job: Join a vibrant team and make a real difference in customers' lives.
- Qualifications: Experience in insurance brokerage and strong communication skills.
- Other info: Full-time role with opportunities for professional growth and development.
The predicted salary is between 26000 - 27000 £ per year.
Overview
We are currently looking for an Insurance Sales Executive for one of our clients in Bolton.
Position: Insurance Sales Executive
Location: On-site in Bolton
Starting Date: ASAP
Salary: 26k-27k 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 the 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.
- 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.
Experience
- Previous experience working within an insurance brokerage is essential.
- Strong organisational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage multiple tasks and prioritise 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 demeanour and customer-focused attitude.
If interested, please apply by sending your CV and letting us know your availability/notice period and annual wage expectation.
Contact: Elvis Eckardt
#J-18808-Ljbffr
Insurance Sales Executive employer: Elvis Eckardt Recruitment & Sales Solutions Limited
Contact Detail:
Elvis Eckardt Recruitment & Sales Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Sales Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend local events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Insurance Sales Executive role.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Show them you’re not just another candidate; you’re genuinely interested in what they do. Tailor your answers to highlight how your experience aligns with their needs.
✨Tip Number 3
Practice your pitch! You’ll need to sell yourself just like you would sell an insurance policy. Be clear, confident, and concise about your skills and experiences that make you the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Insurance Sales Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Insurance Sales Executive role. Highlight your previous experience in insurance brokerage and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Customer Service Skills: Since exceptional customer service is key, include examples of how you've gone above and beyond for clients in your past roles. We love seeing candidates who understand the importance of a great customer experience!
Be Clear About Your Availability: When applying, let us know your availability and notice period clearly. This helps us plan better and shows that you're organised. Remember, we’re looking to fill this position ASAP!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your details and get back to you quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Elvis Eckardt Recruitment & Sales Solutions Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA compliance and the insurance industry. Familiarise yourself with common policies and market trends, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences in detail. Think of specific examples where you've met or exceeded targets, and be ready to explain how you achieved those results. This will help demonstrate your capability to contribute to team goals.
✨Customer Service is Key
Since exceptional customer service is a big part of the role, come prepared with examples of how you've gone above and beyond for clients in the past. Highlight your communication skills and ability to resolve issues efficiently.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest and helps you determine if it’s the right fit for you.
