Job Description
KESS Insurance Recruitment are working with an independent insurance brokers based in Edinburgh. Looking for an insurance experienced candidate within the Edinburgh area.
A Sales Advisor is responsible for providing sales and administration support connected to the customers insurance needs, be it by phone, in person, via post, e-mail, website or referrals, ensuring the Company and FCA rules and guidelines are followed whilst providing the best customer journey possible
What you will do:
• Provide an excellent underwriting service (arranging cover and administering policies) as a Sales Advisor on an ‘advised basis’ offering support via the full range of Insurance products provided by the company in connection with the customer requirements and needs for Quotations, New Business, Adjustments, Renewals and Claims support.
• To provide a friendly and efficient service notifying customers of all relevant information complying with the company and FCA requirement.
• Plan and process New Business in order to efficiently control your own, and others within the teams, workloads ensuring individual and company service standards are achieved.
• To achieve objectives of individual and team goals and to contribute to the team developing effective relationships internally and externally.
• Make a positive input into the team effectiveness, suggesting improvements to work systems and processes.
• Lead by example and be an active part of the team in achieving sales, service and admin goals
• Ensure company brand materials and working space meet and exceed company presentation standards
• Keep your product and industry knowledge relevant and up to date by undertaking Continuous Professional Development
• Adhere to both Company and FCA rules and guidelines
• Any Ad-hoc duties that may be deemed relevant by management
If you wish to be considered for this position, please send in a copy of your CV on the links provided.
