Retentions advisor

Posted 17 November by Aston Jones Recruitment

My Client is a market leader in their field, who have offered intelligent insurance solutions to UK businesses for over 15 years. Due to continuous success they are hiring for a Retentions Advisor to join their team of commercial brokers based in Croydon.


  • Cleansing policies, through effective questioning to customers, in order to gain correct renewal quotes
  • Identify a need for products (upselling) ensuring the best deals to help close renewals
  • Objective handling to reach required target of renewals and maximise sales
  • Having a good understanding of the features and benefits of policies, giving the customers’ the best deals
  • To demonstrate a positive, enthusiastic, committed and flexible attitude towards customers and other team members
  • Delivering exceptional customer service at all times, keeping in mind TCF guidelines
  • Being compliant with DPA & FCA guidelines

Essential Skills:

  • Remaining professional at all times, as this can be a pressured environment
  • Build and maintain effective relationships with clients
  • Good team working skills
  • Understanding of the Data Protection Act and Money Laundering
  • Good oral communication and organisation skills
  • Good sales ethic to show a consistent sales performance
  • Confident in difficult situations and to know when appropriate to seek guidance from your team/ supervisor
  • Good working knowledge, knowing when to re-educate on product knowledge

For the right candidate my client is offering a fantastic package including:

  • A generous salary between £18k - 23k depending on experience
  • Competitive commission structure
  • No weekend working- Monday to Friday 8:55am- 5.30pm
  • Genuine career progression
  • Company pension
  • Many other benefits to be discussed at interview stage

My client is looking to hire ASAP so apply now to be considered for the role!

Required skills

  • Customer Service
  • Insurance
  • Sales
  • Overcome Objections
  • Retentions

Reference: 33824460

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