Insurance Sales Advisor – £17.5-£22.5K +OTE

  • Permanent
  • Reading

Our client, a privately owned insurance broker based in Reading, is looking for an Insurance Sales Advisor to join their team to constantly provide an excellent service to clients and maintain a good sales performance.

The role will also assist the branch managers in ensuring the smooth running of the office and to offer help and suggestions for improvement.

Key Responsibilities:

  • Actively improve the sales results of the branch by improving personal selling skills and customer care skills
  • Dealing with incoming post as directed on the day of receipt
  • Deal with outgoing post and to take responsibility for ensuring that general diary lists are kept up to date
  • Actively improve cross-selling by `listening` for opportunities, e.g. a customer advising a change of address on a motor policy may need household insurance or a client requesting a green card may need travel insurance
  • Organise and keep your own work area tidy
  • Answer telephone calls within three rings and to deal with client queries / requests politely and efficiently within your capabilities. Seek assistance from, or refer client to branch manager or assistant branch manager where necessary
  • Deal with customer queries / requests at the counter, as above
  • Invite renewals as directed ensuring that clients are notified of their renewals in accordance with FCA rules, as outlined in the staff handbook
  • Actively improve customer care and cross-selling by telephoning clients at times agreed by the branch manager, notably a few weeks after sending out policy documents

    Key Skills/Experience:

  • 12 months experience within consultative sales – Ideally within motor/home insurance industry.
  • Confident telephone manner.
  • Computer literate – MS Office packages (Word, Excel and Outlook) & CRM experience advantageous.
  • Good literacy and numeracy skills – must be fluent in English.
  • Keen interest in the Insurance industry and pursuing Industry qualifications.
  • This field is for validation purposes and should be left unchanged.

Our Partners

Agenda SecurityRecruitment and Employment Confederation Visa Logic CEB

Business Back-Up PA Limited

Whitchurch House
2 – 4 Albert Street

t: 01628 674805

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