About the role:
As a Sales Representative, you will provide quotations for New Business and be a referral point for the Trainees. The role requires dealing with clients in the branch for the Clegg Gifford brand, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.
Based out of one of the following offices:
- Birmingham
- Brentwood
- Peterborough
You will:
- Provide excellent customer service and efficiently generate new business in a target-driven environment.
- Answer and handle phone calls promptly and efficiently.
- Calculate premiums according to insurance carrier guidelines.
- Understand and follow processes to offer suitable product quotations.
- Ensure product information is clear and allows informed customer decisions.
- Validate client details (e.g., ID, driving license, claims history) for submission to underwriters.
- Manage leads and schedule follow-up calls using CRM software to meet sales targets.
- Maintain accurate records of customer interactions.
- Attend client meetings as needed.
- Contribute to team goals by identifying gaps and upselling.
About you:
- Strong communicator, able to explain complex insurance terms clearly to clients and insurers.
- In-depth understanding of the UK insurance market, including trends, risks, and regulations.
- Skilled at assessing diverse client needs, industry risks, and business goals.
- Highly organized, with the ability to prioritize and complete tasks efficiently.
- Positive, enthusiastic, and motivating in your approach to work.
- Experience in a broking or underwriting environment.
- Cert CII qualification is a plus.
