Insurance Sales Executive

Talent Finder; Yate; On-site; GBP 27,000 - 40,000; Full time

Benefits offered by this job

OTE opportunities

Commission/bonus

Training and Open GI system learning

Career progression

Job summary

Talent Finder is seeking an Insurance Sales Executive for their Yate office to drive new business in commercial and personal lines, with around 80% focus on commercial insurance. You will prospect, build client relationships, prepare quotations and convert opportunities into sales.

Previous commercial insurance experience is preferred, but candidates with personal lines and a strong willingness to learn commercial insurance will be considered. Office-based role, 9–5, Monday–Friday.

Qualifications

• Previous insurance sales experience
• Ability to build rapport and convert leads into business
• Strong communication and customer service skills
• Organised and proactive approach to sales
• Experience with commercial insurance products (e.g., Commercial Combined, Fleet, Property)
• Familiarity with Open GI system

Responsibilities

• Generate and convert new business opportunities across commercial and personal insurance
• Develop relationships with prospective and existing clients by phone, email and face-to-face
• Work with self-generated leads and inquiries from the business
• Identify client needs and recommend appropriate insurance products
• Prepare quotations, negotiate with insurers and close opportunities
• Communicate with insurers via phone, email and live chat to place risks
• Close sales and work toward sales targets and business growth
• Cross-sell relevant products and identify additional opportunities
• Maintain accurate client and prospect records
• Collaborate with colleagues and insurer partners

Skills

Insurance sales

Business development

Client relationship

Prospecting

Negotiation

Communication

Time management

Education

CII qualifications

Tools

Open GI

Job description

Insurance Sales Executive | Yate | Full Time | £27,000–£40,000 DOE + OTE

Our client is an established independent business operating across property, finance and insurance. With a history dating back to 1992, the business has built long-term client relationships and is focused on delivering knowledgeable, personal service.

The business is continuing to grow and has an ambitious growth strategy, offering opportunities for the right people to develop alongside the company.

The Role

Our client is looking for a confident, customer-focused Insurance Sales Executive to join their team at their Yate office.

This is primarily a new business sales role, developing opportunities across commercial and personal insurance, with approximately 80% of the business focused on commercial insurance. Depending on experience, there may also be opportunities to manage and retain existing client accounts.

You will generate business through a combination of your own prospecting and enquiries from the company's existing database of thousands of leads. The role will involve building client relationships, identifying insurance needs, preparing quotations and converting opportunities into sales.

The successful candidate will be expected to contribute towards business growth, achieve sales targets and develop their own knowledge and expertise. Previous commercial insurance experience is preferred, although candidates with personal lines experience and the right attitude who are willing to learn commercial insurance will also be considered.

Working Hours: Monday to Friday, 9.00am–5.00pm

Location: Office-based in Yate

Key Responsibilities

• Generate and convert new business opportunities across commercial and personal insurance
• Develop relationships with prospective and existing clients through telephone, email and face-to-face contact
• Work with both self-generated leads and enquiries provided by the business
• Identify clients' needs and recommend appropriate insurance products and cover
• Prepare quotations, negotiate with insurers and follow up opportunities through to completion
• Speak directly with insurers via telephone, email and live chat to negotiate and place risks
• Close sales and work towards agreed sales targets and business growth objectives
• Cross-sell relevant products and identify additional opportunities
• Maintain accurate client and prospect records
• Work collaboratively with colleagues and insurer partners

Requirements

• Previous insurance sales, broking or relevant insurance experience
• Ability to build rapport, identify sales opportunities and convert leads into business
• Strong communication and customer service skills
• A confident and proactive approach to sales and business development
• Organised and able to manage a busy workload
• Willingness to develop knowledge of commercial insurance products where required
• Experience with commercial insurance, particularly Commercial Combined, Fleet and Property
• Knowledge of Public Liability, Professional Indemnity and Cyber insurance
• Experience across both commercial and personal lines
• Previous experience using the Open GI insurance system
• CII qualifications or an interest in working towards professional qualifications

What's In It For You

• Salary of £27,000–£40,000, depending on experience
• OTE and commission/bonus opportunities, depending on experience
• Monday-to-Friday working hours, 9.00am–5.00pm
• Train station within a 15-minute walk
• Training and support, including the opportunity to learn the Open GI system
• Opportunity to work towards CII qualifications where appropriate
• Career progression within an independent and growing business
• Opportunity to take ownership of your role and contribute to the company's growth strategy