At a Glance
- Tasks: Engage with customers, convert enquiries into sales, and provide top-notch service.
- Company: Join a dynamic insurance firm in Poole, Dorset, with a focus on customer satisfaction.
- Benefits: Full-time role with competitive pay and opportunities for growth.
- Other info: Exciting environment with potential for career advancement.
- Why this job: Make a difference by helping customers find the right insurance solutions.
- Qualifications: 2 years of insurance experience and strong communication skills.
The predicted salary is between 25000 - 32000 £ per year.
Personal Lines Sales Advisor
To work within the sales department, responding to customer needs and requirements in an appropriate manner.
To answer all calls and enquiries in a timely and efficient manner.
To support the firm’s goals through excellent customer service skills and by converting incoming enquiries into sales.
To support the firm’s goals through excellent customer service skills and by maintaining and increasing renewal retention.
IFA & Mortgage Brokers Key Account Handling.
Responsibilities
- Sales
- Customer Service
- Account Handling
- Renewals
Experience
- A minimum of 2 years experience in insurance is required
- Employment Terms
Full time job within our office in Poole, Dorset.
- Motor
- Car Insurance
- Lorry / HGV Insurance
- Motorbike Insurance
- Commercial Vehicle
- Van Insurance
- Motor Excess
- Motor GAP Insurance
- RAC Breakdown
- Classic Car Insurance
- Home
- Buildings & Contents
- High Value Home
- Home Excess
- Landlord
- Property Owners
- Tenants Insurance
- Landlord Excess
- Commercial
- Shop Insurance
- Office Insurance
- Commercial Property
- Pub Insurance
- Restaurant Insurance
- Tradesman Insurance
- Commercial Excess
- Musical
- Instrument Insurance
- Brassband Insurance
- Studio Insurance
- Band Room Insurance
- Band Contents
- Other
- ASU Insurance
- Travel Insurance
- Car Insurance
- Lorry / HGV Insurance
- Motorbike Insurance
- Commercial Vehicle
- Van Insurance
- Motor Excess
- Motor GAP Insurance
- RAC Breakdown
- Classic Car Insurance
- Buildings & Contents
- High Value Home
- Home Excess
- Property Owners
- Tenants Insurance
- Landlord Excess
- Shop Insurance
- Office Insurance
- Commercial Property
- Pub Insurance
- Restaurant Insurance
- Tradesman Insurance
- Commercial Excess
- Instrument Insurance
- Brassband Insurance
- Studio Insurance
- Band Room Insurance
- Band Contents
- ASU Insurance
- Travel Insurance
- Articles
- Complaints
- Security
- Self-Employed
- Self-Employed
- Contact
Telephone
01202 710008
enquiries@trdirect. co. uk
T&R Direct Limited has various trading names, including T&R Direct Insurance Services, Quote 2 Insure, Pub Protect and Insure As U Go, Registered in England No 04691636.
Registered office: 6 Concept Park, Innovation Close, Poole, Dorset, BH12 4QT.
T&R Direct Ltd is an Independent Intermediary, Authorised and Regulated by the Financial Conduct Authority.
Our FCA Register number is
604784 . This can be checked at fca. org. uk.
Should you wish to complain about our services you can do this by calling the office, email or post.
Should you remain dissatisfied, you can contact the Financial Ombudsman Service (FOS) by telephone
+44 (0) 300 1239 123 , by post: Financial Ombudsman Service, Exchange Tower, London, E14 9SR.
Online by visiting their website www. financial-ombudsman. org. uk or via email complaint. info@financial-ombudsman. org. uk.
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Personal Lines – Sales in Poole employer: T&R Direct Insurance
T&R Direct Insurance is an exceptional employer located in the vibrant town of Poole, Dorset, offering a supportive work culture that prioritises employee development and success. With a focus on strong customer service and sales excellence, employees benefit from comprehensive training, opportunities for career advancement, and a collaborative environment that fosters long-term client relationships. Join us to be part of a dynamic team where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Lines – Sales in Poole
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like T&R Direct Insurance). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like T&R Direct Insurance. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Personal Lines – Sales in Poole
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at T&R Direct Insurance.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at T&R Direct Insurance. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at T&R Direct Insurance
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at T&R Direct Insurance to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at T&R Direct Insurance, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding T&R Direct Insurance's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
