Insurance Sales Pro: Risk & Proposal Expert

PIB Group; Gloucester; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Close knit and supportive team

Great bonus and development opportu n

Competitive package and benefits

Job summary

PIB Insurance Brokers, part of PIB Group, is seeking a Sales Executive to join our Gloucester team. You will gather risk information from clients, advise on appropriate insurance solutions, and convert quotations into sales with a professional, compliant service.

You’ll manage a busy pipeline, build tailored proposals, follow up opportunities promptly, and maintain up-to-date records in Acturis/CRM. A confident communicator with insurance knowledge or call-centre experience will thrive here,

Qualifications

• Experience in insurance or call centre environment preferred.
• Ability to manage multiple tasks and deadlines.
• Confident communicator with strong listening skills.
• Detail-oriented and compliant in handling client information.

Responsibilities

• Conduct thorough risk fact-finds to capture client and business details.
• Advise clients on appropriate insurance covers, limits and endorsements.
• Build and present tailored proposals spanning a suitable range of products.
• Follow up on quotations and opportunities promptly to drive conversion.
• Handle questions and objections clearly; guide clients to informed decisions.
• Complete sales compliantly, ensuring documentation accuracy and regulatory adherence.
• Maintain up-to-date records in Acturis/CRM; summarise key risk and recommendation notes.

Skills

Phone sales

Client advisory

Pipelines management

Active listening

Tools

Acturis

Job description

PIB Insurance Brokers, part of PIB Group, is seeking a Sales Executive to join our Gloucester team. You will gather risk information from clients, advise on appropriate insurance solutions, and convert quotations into sales with a professional, compliant service.

You’ll manage a busy pipeline, build tailored proposals, follow up opportunities promptly, and maintain up-to-date records in Acturis/CRM. A confident communicator with insurance knowledge or call-centre experience will thrive here,