Sales Agent - Eastleigh
Key Purpose
To work as part of the New Business Team in providing quotations, providing expert advice for our new customer base. Build and maintain your own pipeline in order to successfully meet the targets which have been set by the Operation.
Must be able to demonstrate a high level of customer service and adhere to Company and trade regulations at all times. Develop good working relationships between departments and your peers.
Responsibilities
- Achieve individual objectives and key performance indicators as set and agreed.
- Attend daily buzz meetings starting at 08:50am with your team.
- Undertaking telephone based quotes with prospective clients using fact find to capture data.
- Researching the market and providing quotes and information to clients relevant to the protection they require.
- Follow up calls to clients to chase decisions, progress of quote.
- Overcoming objections and promoting the key selling features of the recommended insurer.
- Applying for cover on the insurers site and chasing progress.
- Liaising with underwriters to gain an idea if cover will be covered and on what terms to advise client.
- Ensure all policy administration is dealt with in a professional and timely manner.
- Adhere to all Company, regulatory and compliance guideline requirements.
- Maintain own technical competence.
- Support Colleagues from all areas of the business when required.
Qualifications
- Chartered Insurance Institute Certificate in Insurance
