Insurance Consultant Job Description Template
Our company is looking for a Insurance Consultant to join our team.
Responsibilities:
- Quoting and closing new business enquiries;
- Identifying cross selling and upselling opportunities;
- Building and maintaining long-standing client relationships;
- Discuss any “additional” covers to ensure that all insurance requirements are satisfied;
- Obtain face to face appointments if and when available;
- Initiate proactive sales activity to create new business opportunities for the business;
- Providing support to personal lines clients to ensure conversion of new business;
- Respond to enquiries from clients, brokers and underwriters;
- Produce correspondence to required time frames and quality standards;
- Liase with accounts department to ensure that credit control rules are followed and that cash flow objectives are achieved;
- Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required;
- Acquire and maintain knowledge of General Insurance products;
- Working within Compliance Framework required by the Company / Financial Conduct Authority (FCA);
- Ensure that the system records are created for new business and updated following all client contacts;
- Identify and initiate cross-sell and up-sell opportunities and activities to new and existing customers.
Requirements:
- The ability to deal confidently with clients both face to face and on the phone is essential;
- Able to build and sustain effective business relationships;
- Cert CII qualification would be preferred but not essential;
- A sales, banking or finance background ideal but not essential as full training given;
- GCSE Maths and English grade C or above;
- Must be able to demonstrate strong communication skills and an enthusiastic sales ability.