Commercial Insurance Sales Advisor

Confidential; Croydon; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Bonuses & incentives

High pension allowance

Job summary

Confidential in Croydon is seeking experienced Commercial account handlers and sales advisors. Hybrid working with a modern office and strong training. You will manage existing and new business, handle enquiries, issue quotations, and grow client relationships while meeting sales targets. A solid benefits package includes generous pension and bonuses.

Qualifications

• At least 1 year of general insurance experience.
• Knowledge of FCA requirements including Treating Customers Fairly.
• Good understanding of the UK insurance market.

Responsibilities

• Handle incoming sales and customer enquiries.
• Prepare and issue quotations and new business documentation.
• Assist customers to protect their assets and liabilities.
• Follow up and convert leads; make outbound calls.
• Hit sales targets individually and with the team.
• Maintain income growth from existing customers.
• Build and maintain relationships with insurers and underwriters.
• Develop a thorough understanding of products and services to assist customers.

Skills

General Insurance experience

Sales experience

Customer service

Lead follow-up

Acturis (preferred)

Tools

Acturis

Job description

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.