Rural Insurance Sales Executive (Office Based)

Howden; Scotland; On-site; GBP 22,000 - 30,000; Full time

Job summary

Howden Rural Sales Executive role within the Small Farm Team. You will handle inbound enquiries, triage, and broker insurance sales for telephone and web channels, onboarding new rural clients and following up promptly.

You will gather client information, prepare broking documents, maintain records on group systems, and tailor insurance programmes to meet client demands in a compliant, client‑centric sales environment.

Qualifications

• GCSE Maths and English at minimum level; working toward or holding Cert CII.
• Experience in a sales environment, ideally telesales or client facing in insurance broking.

Responsibilities

• Follow up enquiries and signpost to the correct team.
• On board new rural customers and maintain compliant, client-centric service.
• Create and maintain broking information documents.
• Keep records up to date on Group systems.
• Assemble insurance programmes to meet client demands and needs.

Skills

Numeracy

Written and verbal communication

Independent working

Negotiation

Computer literacy

Resilience under pressure

Interpersonal skills

Education

Maths and English GCSE

Cert CII

Tools

CRM software

Insurance systems

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 on boarding new rural customers, via pro‑active client engagement and the timely follow up of inbound enquiries. Required to ascertain the correct client information, broke 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

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 on boarding new rural customers, via pro‑active client engagement and the timely follow up of inbound enquiries. Required to ascertain the correct client information, broke 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