Insurance Sales

Increase sales by generating leads and winning new business through a programme of verbal and written communications.

• Generate leads using direct and introducer channels to market, building contacts and enhancing relationships with businesses, introducers and affiliates.
• Convert enquiries into sales to actively grow the business to targets.
• Provide telephone support for specialist healthcare brokers and intermediaries.
• Process new policy applications.
• Process and negotiate policy renewals.
• Respond to potential cancellations with aim to retaining.
• Complete and maintain all client communications and records including preparing quotations and renewal terms.
• Support the development of products and services offered by the company.
• By:
• Responding to and actioning requests accurately and within a given timeframe.
• Handling inbound and making outbound calls to prospective sales leads and existing customers.
• Utilisation of telephone and media tools available.
• Developing and delivering suitable marketing campaigns.
• Understanding and following procedures in line with FCA regulations and guidelines in full.
• Undertaking training and ensuring product and market knowledge is current.
• Working as a member of a team and contributing to team meetings.
• Understanding how the functions of the role interlink and benefit other roles within the company.Meet targets and take responsibility for own performance:Work in Accordance with the company policies and procedures:Flexibility and Team Work:Professionalism:Product Knowledge:Building Broker and Introducer Relationships: Make regular contact with the Brokers to build a positive relationship and monitor progress.
• Additional: You may be asked to carry out tasks that are in addition to those listed in the Job Description where required and within your capabilities.
• Possess a thorough knowledge and understanding of the cover purchased either through a broker or directly by the client.
• Set a good example to other staff in attitude to work and general working practices. Deal with all colleagues in a professional manner. Maintain a professional working relationship with direct reports in order that there is no issue in dealing with any unacceptable performance and/or conduct.
• Work flexibly as part of a team to meet the need of the services provided by the Company. Value each team member's contribution and help colleagues to the best of their abilities.
• Be aware of and adhere to Company policies and procedures. Work in a way that meets the statutory requirements of employees under Health and Safety at Work. Take action, in conjunction with the HR Manager, where breaches have occurred.
• Remain abreast of current services offered by the company and be aware of changes to legislation by the Financial Conduct Authority (FCA). Cascade any information / changes in legislation to work colleagues.