Commercial Sales

Position Overview:

To work within our clients Commercial Sales Department to sell insurance products to new and existing customers, using leads provided by us, over the telephone and face-to-face when required.

Key Responsibilities and Accountabilities:
• Follow and maintain the company sales procedures.
• Maintain the highest level of service towards clients and a quick response time to all incoming enquiries.
• Hit daily, weekly and monthly targets.
• Share best practice & offer ideas for continuous improvement.
• Maintain a high level of quality scores.
• Develop relevant knowledge and skills and attend training as required.
• Ensure compliance with relevant regulations and procedures such as the FCA by keeping up to date with all changes in the regulatory framework.
• Represent our clients Insurance Services in a professional manner at all times
• Present and broker standard risks to the relevant insurers to enable a quotation to be provided
• Prioritising workload and client requests
• Dealing with client enquiries and providing them with professional support and accurate information
• Establish effective relationships with clients, providers and colleagues to ensure excellent service is provided
• Developing and promoting the clients proposition to maximise opportunities
• Suggesting opportunities to help improving operating efficiencies
Personal Profile:

A flexible approach to working hours as we adapt to an ever changing market. Dynamic, self-motivated enthusiastic individual with a passion and flair for sales. Must have a positive outlook and a clear focus on high quality and business profit. A natural forward planner who critically assesses their own performance. Responsible, credible, and comfortable in dealing with various customers types. Reliable, tolerant, and determined. A good communicator and able to see things from the other person’s point of view. Well-presented and business like. Keen for new experience, responsibility and accountability. Able to get on with others and be a team-player.
Requirements:

CDL/Insurance Broker experience is preferred but not essential as we offer full training and support. Good working knowledge of MS Office 2000 or later, particularly Excel and Word, and ideally CDL system, Internet and email.
Other Skills/Abilities:
Must have a genuine interest in Sales, have good communication skills, good presentation and a polite, tactful and friendly character, a good understanding of numbers and planning, the ability to be flexible, decisive and quick-thinking, the ability to follow processes and procedures and to be comfortable with referring to managers where necessary. To be able to deal with customers in a patient, calm and effective way and be able to work independently as well as part of a team.
As our Commercial Account Handler you will understand client’s insurance needs and identify the correct insurer market for them. You will act as the primary point of contact for client servicing issues, establishing effective relationships with clients.

Your main responsibilities include but are not limited to:
• Present and broker standard risks to the relevant insurers to enable a quotation to be provided
• Prioritising workload and client requests
• Dealing with client enquiries and providing them with professional support and accurate information
• Establish effective relationships with clients, providers and colleagues to ensure excellent service is provided
• Developing and promoting the clients proposition to maximise opportunities
• Suggesting opportunities to help improving operating efficiencies

To be considered for this role you should have experience in a similar role, in Commercial, Small Business or Personal Lines. We are looking for someone with a confident and professional attitude coupled with enthusiasm.

The ideal candidate will demonstrate the following skills and experience:
• Cert CII qualified or working towards
• Must be motivated with excellent customer service skills
• Proven ability to work effectively and professionally with colleagues at all levels
• Be well organised and work well under pressure
• Excellent computer skills in all Microsoft programs
• Experience working in a similar role or within a broking environment desirable

Recruitment South East Ltd aim to respond to all applications personally. However due to the high number of applications we receive, we regret this is not always possible. Therefore, if you have not heard from us within 14 days of your application, please be advised that you have not been successful in this instance.