Job Description

As a Sales Executive, you will be working in a motivated and customer-focused team with responsibility for inbound and outbound insurance queries, with the focus being on either taxi, motorhome or courier depending on your department. If you have insurance experience this would be an added bonus but not essential as full training will be given.

Overall responsibilities of the role will include:

• To provide an efficient and first-class service to clients when dealing with correspondence, telephone calls and upkeep of records

• Increase level of new business

• Ensure excellent quality of documentation is produced and maintained

The role will be split in the following ways:

80% = New Business Quotations

Deal with phone calls for new business quotes for all products. Call back clients who have carried out online quotation requests or requested quotations through Lead Generation Providers. Chase up clients that have received a quotation but have not incepted cover. Record the client's details accordingly ensuring telephone and email addresses are recorded and complete the required paperwork for any policies that are incepted. Set diaries accordingly for outstanding documentation and payment.

10% = Maximise Renewal Retention

Support renewals when required, ensuring renewals are quoted in a timely manner. Maximise renewal retention by chasing clients, trying to match or beat any alternative quotes the client may have obtained. Ensure clients receive accurate renewal quotes and all administration associated is completed accurately.

5% = Ad hoc duties

Including sorting post, scanning, continuation cover notes, mail shots, daily stats and reports in the absence of other staff members. Helping other teams as and when required to ensure the office runs effectively

5% = Own Training and development

Use quiet periods to read through new information/policies/guides/staff memo's etc.

Required Knowledge, Skills, and Abilities