COMMERCIAL INSURANCE SALES ADVISOR

Clark James Recruitment; Chatham; Hybrid; GBP 26,000 - 42,000; Full time

Benefits offered by this job

Bonuses and incentives

Job summary

Clark James Insurance Recruitment are recruiting a Commercial Insurance Sales Advisor for a Croydon hybrid role in a modern office with training and prospects.

You will handle incoming sales and client enquiries, prepare quotations and new business documents, convert leads, and grow income from existing customers while meeting sales targets. Acturis experience helps but is not essential; FCA requirements and UK market knowledge are essential.

Qualifications

• At least 1 year of general insurance experience.
• Familiar with FCA requirements including Treating Customers Fairly.
• Knowledge of the UK insurance market.
• Experience managing existing and new business client relationships.

Responsibilities

• Manage incoming sales and customer enquiry calls.
• Produce and issue quotation & new business documentation.
• Assist customers to protect their material assets and liabilities.
• Follow up and convert leads as well as making outbound calls.
• Achieve agreed sales targets, both individually and as part of the sales team.
• Maintain growth in income from existing customers.
• Develop and maintain relationships with Insurers and Underwriters.
• Develop and maintain a thorough understanding of all products and services to assist customers.

Skills

Insurance sales

Customer service

Outbound calls

Lead follow-up

Relationship management

Tools

Acturis

Job description

Croydon/hybrid

Job Title

COMMERCIAL INSURANCE SALES ADVISOR

Location: Croydon/hybrid

Hybrid working. Clark James Insurance Recruitment are working with a fantastic and unique Insurance broker in the Croydon area with a modern office, great training and prospects and a lovely team to work with.

They are looking to recruit experienced Commercial account handlers/sales advisors to help manage both existing and new business client relationships.

The majority of clients are commercial SME You should have at least a year’s general insurance experience and ideally have used Acturis but this is not essential. You should also have an up to date knowledge of Financial Conduct Authority requirements including Treating Customers Fairly and an understanding of the UK Insurance market.

The Role

• Manage incoming sales and customer enquiry calls
• Produce and issue quotation & new business documentation
• Assist customers to protect their material assets and liabilities
• Follow up and convert leads as well as making outbound calls
• Achieve agreed sales targets, both individually and as part of the overall sales team
• To maintain, and achieve growth in, income from existing customers
• Developing and maintain positive ongoing relationships with Insurers and Underwriters
• Develop and maintain a thorough understanding of all products and services as to assist customers

As well as a solid salary there are bonuses/incentives on top and really good benefits especially a very high pensions allowance.