Job ID: JO0000003657_1564584716
£18,000.00 - £18,000.00
We are recruiting for a Sales Executive to join a small and friendly team at our client based in North West Leeds. If you excel at customer service and want to work for a company where you will valued member of the team rather than just a number, this role could be for you. You will be working in a motivated and customer-focused team with responsibility for inbound and outbound enquiries with a particular focus on motorhome insurance. 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:
50% = Renewals
Quote motorhomel renewals. Ensure renewals are quoted accurately, the client is given all the required information. Ensure renewal spread sheets are kept up to date. Chase up any renewals quoted, discuss the prices quoted to the client and try to match or beat any alternative quotes the client may have had to try and maximise renewal retention.
20% = 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% = Increase New Business Levels
Pro-actively look for ways to increase new business for Personal Lines & Commercial Products.
Chase up any leads as a result of Cold Calling, visit businesses, contact previously lapsed or quoted clients. Actively chase renewal dates and cross sell household insurance for existing clients.
Present ideas for increasing new business to your manager during your monthly meeting.
10% = Diaries
Deal with own diaries on a daily basis and other team members as and when required.
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.
Headway Recruitment is acting as an Employment Agency in relation to this vacancy.