Our client is a leading Independent Insurance Broker who has been trading for over 30 years and now due to continued expansion they are looking to add a Commercial Account Handler / Broker to the Team 

Overview of the  Position 

As part of our clients New Business Team the role will require you to make sales and market products through the telephone via incoming customer calls and outbound calls. You will place non-scheme new business through open market resources, and also become involved  in the placement of scheme business where required. You will be required to maintain thorough understanding or products, process sales and meet sales targets.

Job Responsibilities 

• Promoting our clients products through inbound and outbound communications in a positive and compliant way providing our customers with the detailed and accurate information they need to make informed decisions

• Gather information from your clients, assessing their insurance needs and risk profile

• Take ownership of leads by using a confident sales approach, building rapport and providing the highest levels or service at all times

• Ensure that clients understand the terms and the extent of the cover provided in line with industry regulations

• Arrange specialised types of insurance cover in complex cases. This may involve preparing reports for insurance underwriters and negotiating with insurers

• Develop relationships with stakeholders and customers

• Actively ask open questions to understand all relevant customer information, establish needs and explain product features clearly and accurately

• Demonstrate an excellent knowledge of our clients products and a well-developed ability to follow processes and use the system to generate business

• Can communicate information on our clients products to add value to each customer

• To deliver against our agreed sales KPI targets

• Explain features and benefits to customers and assist them with locating the best products to meet their needs

• Assist with the renewals of larger key accounts and amendments to policies

• Adhere to all compliance and quality standards including FCA Regulations and GDPR
 

• Insurance qualified to minimum of certificate level would be an advantage

• Previous sales experience essential

• Experience of selling products face to face or via the telephone

• Previous track record of hitting and exceeding targets

• Minimum of 2 years previous commercial insurance experience in new business or account management environment (preferably property, liability and motor)

• Track record of personal development and growth in previous roles  
 

If you wish to apply for the above position please click on the Link and David Helliwell from Cameron James Professional Recruitment will be in contact with you