Rural Insurance Sales Executive (Office Based)

Howden; Perth; On-site; GBP 25,000 - 35,000; Full time

Job summary

Howden in Scotland is seeking a Rural Sales Executive to handle inbound enquiries and broker insurance products for rural clients. You will signpost to the right teams, onboard new customers and drive sales in a compliant, client‑centric manner.

You should have Maths and English GCSE and be working towards or hold Cert CII, with 1–2 years in insurance broking or telesales. Strong numeracy, communication and negotiation skills are essential.

Qualifications

• Maths and English GCSE or equivalent.
• Working towards or has attained Cert CII.
• Experience in a sales environment, preferably telesales and insurance broking.

Responsibilities

• Follow up inbound enquiries and signpost to the correct team.
• Onboard new rural customers via proactive client engagement.
• Assist in planning insurance programmes for clients' demands and needs.
• Create and maintain comprehensive broking information documents.
• Keep records up to date on Group systems.
• Handle enquiries from clients and agents with transparency.

Skills

Numeracy

Verbal communication

Independent worker

Negotiation

Computer literacy

Resilience

Education

Maths GCSE

English GCSE

Cert CII

Job description

Rural Sales Executives sit within the Small Farm Team, providing the first point of triage for all inbound enquiries as well as a broking service for telephone and web sales.

Tasked with, following up enquiries, signposting them to the correct team and onboarding new rural customers, via pro‑active client engagement and the timely follow up of inbound enquiries. Required to ascertain the correct client information, break client insurances and complete transactions that meet the customers Demands and Needs, in a sales driven environment, whilst maintaining a compliant and client centric manner.

Clients

• Develop strong relationships with clients
• Ensure transactions are conducted with full transparency
• Deal with incoming enquiries from clients and agents
• Behave with all clients (both internal and external) fairly and ethically

Broking/Administration

• Assist in the creation of comprehensive broking information documents
• Ensure up to date records are maintained at all times on the Group systems
• Assist in planning the most appropriate insurance programme for the client's demands and needs
• Ensure that all information is passed when required to the appropriate team

Skills and abilities needed to perform role

• Good level of numeracy and literacy
• Good communication skills including, written verbal and face to face
• Able to work independently and use initiative
• Negotiation and influencing skills (able to sell)
• Computer literate
• Resilient and calm under pressure

Knowledge and Experience

• Experience of a sales environment (preferably telesales)
• Knowledge or experience of the Rural Sector/Lifestyle (desirable but not essential)
• 1-2 years experience working in insurance broking sector

Professional Qualifications

• Maths and English GCSE (or equivalent)
• Working towards or has attained Cert CII