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Apprentice Sales Advisor

Cheadle, Cheshire
Remote Working
Remote Working
£6.00 Per Hour
Job Type
21 Jul 2022

Are you looking to start your career in Insurance Sales?

Looking to join a fun, dynamic, and growing team?

If so, our client has an amazing new opportunity for you!

As an Apprentice Sales Advisor, your role will be to provide support to both personal and commercial lines insurance clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.

You will be working towards gaining your Insurance Practitioner Level 3 qualification through your Apprenticeship.

Salary: £6 per hour

Location: Cheadle Hulme, Cheadle, SK8 5AE. (You will be required to alternate working one week in the office, and one week working from home. All equipment needed to work from home will be provided.)

Hours of Work: Monday to Friday, 9am - 5pm & Saturday, 9am - 1pm (Saturdays are alternate, one on one off.)

Apprentice Sales Advisor Duties:

  • Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail, or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
  • To make outbound calls to clients about new enquiries, chasing outstanding quotes and offering renewal quotations where applicable. Call volumes will need to be an acceptable level as confirmed by the sales manager with new leads to be chased periodically throughout the day with a minimum of three contacts daily and initial contact made as soon as the enquiry is sent where possible.
  • Complete the key task of "fact finding" to identify clients requirements and to provide a quotation to fulfil their needs.
  • Using the information gathered, determine which insurers will provide the most competitive rates for the covers required.
  • Obtain quotations, using quotation system, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant s needs.
  • Discuss any "additional" covers to ensure that all insurance requirements are satisfied.
  • If the quote is accepted verbally, the jobholder will issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the "Terms of Business" document.
  • Issue invoices and policy documents and update client records.
  • The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
  • Maintain the system for raising renewals, which should be actioned 4-6 weeks before renewal date. Manage the departmental diary system and produce renewal documentation.
  • Scrutinise new business documents received from insurers and pass to the Administration section for processing.
  • Handle referrals from the Administration section in respect of renewals, where appropriate.
  • Ensure that the paper files and system records are created for new business and updated following all client contacts.
  • Liaise with the accounts department to ensure that credit control rules are followed and that cash flow objectives are achieved.
  • Chase and receive payments by cheque, credit card and direct debit for new business, renewals, and policy amendments. Issue receipt documents and send renewal documents.
  • Other duties and responsibilities as may be required by the Managing Director.

Apprentice Sales Advisor Requirements:

They are looking for a candidate who:

  • Is highly self-motivated
  • Can organise and prioritise their own workload, managing multiple ongoing tasks at once
  • Has excellent written and verbal communication skills
  • Has great attention to detail
  • Brings a flexible approach to work
  • Beneficial to have experience within a sales environment but not essential

If you are looking to kickstart your career in Sales, then this is a wonderful opportunity for you! Please apply now!

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  • Job Reference: 663269997-2
  • Date Posted: 21 July 2022
  • Recruiter: Talentspa
  • Location: Cheadle, Cheshire
  • Remote Working: Some remote working possible
  • Salary: £6.00 Per Hour
  • Sector: Banking & Financial Services
  • Job Type: Permanent