Insurance Sales & Policy Lifecycle Advisor

Smart10 Ltd, Trading as SMT Recruitment; Potters Bar; On-site; GBP 25,000 - 26,000; Full time

Job summary

SMT Recruitment in Potters Bar is seeking a motivated Sales Advisor to support an insurance team. You will handle customer enquiries, convert leads into new business, and assist customers throughout the policy lifecycle with a focus on excellent service and sales growth.

The role offers a Monday–Friday 9:00am–5:00pm schedule with alternate Saturdays. You will build relationships, achieve new business and renewal KPIs, and develop solid product knowledge to support customers confidently.

Qualifications

• A confident communicator with strong customer service skills.
• Sales-driven with the ability to identify opportunities.
• Eager to learn and develop within a growing business.
• Organised with strong attention to detail.
• Able to work both independently and as part of a team.
• Positive attitude with a proactive approach to work.

Responsibilities

• Handle new business enquiries and convert leads into policies
• Generate and follow up on leads from internal lists
• Prepare and invite renewals for existing customers
• Process policy changes including amendments, mid-term adjustments and cancellations
• Manage customer queries throughout the policy lifecycle
• Make welcome calls to new customers to ensure satisfaction and retention
• Provide clear and compliant information about insurance products
• Build strong relationships with customers and maintain excellent service standards
• Work towards individual and team KPIs including new business conversion and renewal retention

Skills

Customer service

Lead generation

Sales opportunities

Relationship building

Attention to detail

Job description

SMT Recruitment in Potters Bar is seeking a motivated Sales Advisor to support an insurance team. You will handle customer enquiries, convert leads into new business, and assist customers throughout the policy lifecycle with a focus on excellent service and sales growth.

The role offers a Monday–Friday 9:00am–5:00pm schedule with alternate Saturdays. You will build relationships, achieve new business and renewal KPIs, and develop solid product knowledge to support customers confidently.