COMMERCIAL INSURANCE SALES ADVISOR

Clark James Recruitment; Chatham; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Bonuses

Pensions

Job summary

Clark James Recruitment seeks a Commercial Insurance Sales Advisor for a hybrid role based in Croydon. You will manage incoming sales and client enquiries, prepare quotations, and help clients protect their assets and liabilities.

The role emphasizes growing income from existing clients, following up leads, and achieving sales targets. A year of general insurance experience and knowledge of FCA requirements is preferred.

Qualifications

• Minimum 1 year general insurance experience.
• Knowledge of FCA requirements including Treating Customers Fairly.

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 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

Skills

General Insurance

Acturis

Job description

Location

Location: Croydon/hybrid

Hybrid working.

Job Title

COMMERCIAL INSURANCE SALES ADVISOR

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

Benefits

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