Sales Advisor

Posted 4 April by Chrysalis Recruitment Solutions Ltd Easy Apply

An exciting opportunity to join an expanding company due to continued growth. Our client is looking for a number of insurance Sales Advisors to join their rapidly growing team on the outskirts of Chester. The Sales Advisor will play a key part within the company focussed on building strong relationships and making outbound calls to tenants who have been successfully referenced and introducing tenants’ liability and content insurance and making a sale. As Sales Advisor, you will have exceptional telephone and customer service skills, a positive attitude, excellent attention to detail and will be used to working in a fast-paced environment. This is an exciting opportunity for candidates looking to progress in their career.

Role:

This is a key role within the Company focussed on building strong relationships and making outbound calls to tenants who have been successfully referenced and introducing tenants’ liability and content insurance and making a sale. This role requires you to take inbound calls from tenants and landlords who wish to purchase insurance, providing a quotation and making a sale preparing sales lead data, checking referencing progress to ensure calls are timely and not duplicated. This fast-paced role will utilise your skills in telephone and email communications along with your keen attention to detail and ability to stay calm under pressure. The ability to engage in intelligent referencing and clearly explain criteria to customers is key.

Key Responsibilities:

  • Taking inbound calls from tenants and landlords who wish to purchase insurance, providing a quotation and making a sale Preparing sales lead data, checking referencing progress to ensure calls are timely and not duplicated
  • Emailing prospective clients information regarding our Tenants Insurance proposition
  • Providing quotations to Tenants for Liability/Contents Insurance and to Landlords for Building and/or Contents (Single & Multi-property)
  • Inputting quotations onto Insurance Platforms and Web-based Quotation Portals
  • Working with external partners, such as Pen Underwriting (Keelan Westall) and UKGi to provide appropriate insurance for the client needs
  • Maintaining a high level of technical and product knowledge across policy wordings and underwriting/process guides Reviewing previous data to identify potential leads - checking that any additional references are completed and establishing if tenants be called regarding insurance
  • Calling tenants who have been previously unreachable
  • Contacting Letting Agent partners who mandate insurance, if Tenants decline our quotation to advise them
  • Obtaining credit/debit card and direct debit details required to process payments
  • Issuing policy documentation to customers and Letting Agents
  • Handling queries in relation to policy wordings/terms
  • Managing own varied work load and diary
  • Keeping policy notes and filing up to date
  • Identifying letting agent accounts that may need visits from the Face to Face BDM
  • Recording sales gained Customers at the heart of it General Responsibilities
  • Assisting in the growth and development of the insurance function
  • Working with the management team to develop the insurance sales process and be flexible to working hours required for the success of the role
  • Keeping up to date with competitor policies in order to successfully sell the insurance proposition
  • Ensuring compliance with local procedures, customer service standards and external compliance regulations
  • Recording and referring any insurance complaints received in line with the company procedure
  • Developing and maintaining positive ongoing relationships with the Company’s internal and external customers
  • Conducting business in a courteous and friendly manner
  • Undertaking any other task as reasonably required by the Company

Essential Skills:

  • Previous experience of telephone sales
  • Insurance experience preferable but not essential as full training will be provided
  • Excellent customer service skills, incorporating confident and pleasant phone manner
  • Good organisational skills and ability to prioritise own workload effectively and efficiently
  • Target driven
  • Good computer skills
  • Highly self-motivated, to work both individually and as part of a team
  • Pro-active thinker, able to solve problems independently as they arise
  • Ability to communicate well at all levels both verbally and in writing
  • Flexibility around working hours

Required skills

  • Customer Service
  • Insurance Sales
  • Liability
  • Sales
  • Contents

Reference: 34822478

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