Insurance Sales Executive | Yate | Full Time | £27,000–£40,000 DOE + OTE
Our client is an established independent business operating across property, finance and insurance. With a history dating back to 1992, the business has built long-term client relationships and is focused on delivering knowledgeable, personal service.
The business is continuing to grow and has an ambitious growth strategy, offering opportunities for the right people to develop alongside the company.
The Role
Our client is looking for a confident, customer-focused Insurance Sales Executive to join their team at their Yate office.
This is primarily a new business sales role, developing opportunities across commercial and personal insurance, with approximately 80% of the business focused on commercial insurance. Depending on experience, there may also be opportunities to manage and retain existing client accounts.
You will generate business through a combination of your own prospecting and enquiries from the company's existing database of thousands of leads. The role will involve building client relationships, identifying insurance needs, preparing quotations and converting opportunities into sales.
The successful candidate will be expected to contribute towards business growth, achieve sales targets and develop their own knowledge and expertise. Previous commercial insurance experience is preferred, although candidates with personal lines experience and the right attitude who are willing to learn commercial insurance will also be considered.
Working Hours: Monday to Friday, 9.00am–5.00pm
Location: Office-based in Yate
Key Responsibilities
Generate and convert new business opportunities across commercial and personal insurance
Develop relationships with prospective and existing clients through telephone, email and face-to-face contact
Work with both self-generated leads and enquiries provided by the business
Identify clients' needs and recommend appropriate insurance products and cover
Prepare quotations, negotiate with insurers and follow up opportunities through to completion
Speak directly with insurers via telephone, email and live chat to negotiate and place risks
Close sales and work towards agreed sales targets and business growth objectives
Cross-sell relevant products and identify additional opportunities
Maintain accurate client and prospect records
Work collaboratively with colleagues and insurer partners
Requirements
Essential
Previous insurance sales, broking or relevant insurance experience
Ability to build rapport, identify sales opportunities and convert leads into business
Strong communication and customer service skills
A confident and proactive approach to sales and business development
Organised and able to manage a busy workload
Willingness to develop knowledge of commercial insurance products where required
Desirable
Experience with commercial insurance, particularly Commercial Combined, Fleet and Property
Knowledge of Public Liability, Professional Indemnity and Cyber insurance
Experience across both commercial and personal lines
Previous experience using the Open GI insurance system
CII qualifications or an interest in working towards professional qualifications
What's In It For You
Salary of £27,000–£40,000, depending on experience
OTE and commission/bonus opportunities, depending on experience
Full-time, permanent position
Monday-to-Friday working hours, 9.00am–5.00pm
Workplace pension
Free on-site parking
Train station within a 15-minute walk
Training and support, including the opportunity to learn the Open GI system
Opportunity to work towards CII qualifications where appropriate
Career progression within an independent and growing business
Opportunity to take ownership of your role and contribute to the company's growth strategy
Apply
If you are an enthusiastic insurance professional with a passion for sales and business development, our client would like to hear from you.
Whether you have established commercial insurance experience or a personal lines background with the ambition to develop into commercial insurance, please apply with your CV and a short covering note outlining your relevant experience.
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Insurance Sales Executive in Chipping Sodbury employer: Talent Finder
As a leading destination for professional tradespeople in March, Cambridgeshire, our company offers a dynamic work environment where employees are valued and encouraged to grow. With competitive salaries, opportunities for overtime, and a strong focus on teamwork, we foster a culture of support and development, ensuring that every team member can thrive in their role while enjoying the benefits of working with top-quality products and a dedicated customer base.
