Client Sales Executive in Lancaster

About the opportunity:

Learn more about the general tasks related to this opportunity below, as well as required skills.

We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker.

We\’re looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients\’ sites in Lancaster, Swindon, or the surrounding areas.

This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You\’ll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities:

Provide SME customers with insurance solutions to meet their individual needs.
Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
Maintain accurate records using Acturis
Work towards industry-standard qualifications such as CII to support career progression.
Meet and exceed individual and team sales targets.Requirements:

Sales experience is essential; insurance broking or financial services experience is desirable.
Excellent communication and interpersonal skills.
Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
Confident in handling clients and managing enquiries professionally.
Ability to work under pressure, assimilate information quickly, and make informed decisions.
Willingness to work towards industry-standard qualifications.In return we are offering:

A salary of £26,500 – £30,000 per annum depending on experience.
Monthly bonus scheme up to £500.
Hybrid working following 6-month training programme.
Free onsite parking.
25 days holiday entitlement with the option to buy additional holidays.
Generous pension contributions.
Comprehensive training and development opportunities. xiskglj
Discount on a range of insurance products for you and your family, including car and home insurance. If you\’re a driven sales professional looking to grow your career in a fast-moving SME insurance environment – we\’d love to hear from you