01 May 2019

General Insurance Advisor

Ref 32268

A well-established, local insurance company is looking to recruit a General Insurance Advisor, to assist in promoting and selling insurance products and services to current and prospective customers.

Main duties:

  • Plan and prioritise personal sales activities and customer contact towards achieving agreed business aims.
  • Plan and manage personal business portfolio including daily activities records.
  • Ensure clients best interests are maintained when choosing product.
  • Maintain and develop existing and new customers through appropriate propositions and ethical sales methods to optimise quality of service, business growth, and customer satisfaction.
  • Use customer and prospect contact activities tools and systems and update relevant information held in these systems.
  • Support local marketing activities and integrate personal sales efforts with other organised marketing activities e.g. product launches, promotions, advertising, exhibitions and telemarketing.
  • Respond to and follow up on sales enquiries using appropriate methods.
  • Provide timely quotations. 
  • Send out renewals in a timely fashion.

Applicants must hold a relevant Insurance qualification or a willingness to undertake the examinations, previous experience or an understanding of both commercial and personal insurance and have a confident and effective telephone manner.

 

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