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.
Contact
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.
