Insurance Sales Executive | Yate | Full Time | £27,000–£40,000 DOE + OTE
Our client is an established independent business operating across property, finance and insurance. With a history dating back to 1992, the business has built long-term client relationships and is focused on delivering knowledgeable, personal service.
The business is continuing to grow and has an ambitious growth strategy, offering opportunities for the right people to develop alongside the company.
The Role
Our client is looking for a confident, customer-focused Insurance Sales Executive to join their team at their Yate office.
This is primarily a new business sales role, developing opportunities across commercial and personal insurance, with approximately 80% of the business focused on commercial insurance. Depending on experience, there may also be opportunities to manage and retain existing client accounts.
You will generate business through a combination of your own prospecting and enquiries from the company's existing database of thousands of leads. The role will involve building client relationships, identifying insurance needs, preparing quotations and converting opportunities into sales.
The successful candidate will be expected to contribute towards business growth, achieve sales targets and develop their own knowledge and expertise. Previous commercial insurance experience is preferred, although candidates with personal lines experience and the right attitude who are willing to learn commercial insurance will also be considered.
Working Hours: Monday to Friday, 9.00am–5.00pm
Location: Office-based in Yate
Key Responsibilities
- Generate and convert new business opportunities across commercial and personal insurance
- Develop relationships with prospective and existing clients through telephone, email and face-to-face contact
- Work with both self-generated leads and enquiries provided by the business
- Identify clients' needs and recommend appropriate insurance products and cover
- Prepare quotations, negotiate with insurers and follow up opportunities through to completion
- Speak directly with insurers via telephone, email and live chat to negotiate and place risks
- Close sales and work towards agreed sales targets and business growth objectives
- Cross-sell relevant products and identify additional opportunities
- Maintain accurate client and prospect records
- Work collaboratively with colleagues and insurer partners
Requirements
Essential
- Previous insurance sales, broking or relevant insurance experience
- Ability to build rapport, identify sales opportunities and convert leads into business
- Strong communication and customer service skills
- A confident and proactive approach to sales and business development
- Organised and able to manage a busy workload
- Willingness to develop knowledge of commercial insurance products where required
Desirable
- Experience with commercial insurance, particularly Commercial Combined, Fleet and Property
- Knowledge of Public Liability, Professional Indemnity and Cyber insurance
- Experience across both commercial and personal lines
- Previous experience using the Open GI insurance system
- CII qualifications or an interest in working towards professional qualifications
What's In It For You
- Salary of £27,000–£40,000, depending on experience
- OTE and commission/bonus opportunities, depending on experience
- Full-time, permanent position
- Monday-to-Friday working hours, 9.00am–5.00pm