Insurance Sales Specialist

Wise May are recruiting for an Insurance Sales Consultant to join a customer centric Insurance Specialist based in Beckenham to support the companies exciting plans for growth and expansion by generating new business opportunities.

This is a full time, permanent role which is office based and the working hours are 9am-5pm.

• Engaging with clients to initiate new business opportunities through direct enquiries, leads, referrals, prospecting, cross-selling and networking.
• Assessing clients’ insurance needs by identifying their risks and insurance coverage requirements and advising on suitable insurance products.
• Collaborating with insurance carriers and underwriters to negotiate coverage and pricing on behalf of clients.
• Maintaining professional relationships with our existing network of Brokers for all our products.
• Managing and sharing internal referrals with the Underwriting Technician.
• Distributing quotations to the sales team.
• Reviewing, maintaining and updating client records including policy renewals and adjustments.
• Building and maintaining strong client relationships through regular communication. Conduct regular follow-ups with clients to ensure they are satisfied with their insurance policies and service.
• Achieving sales targets through proactive and professional client engagement.
• Staying up-to-date with changes in insurance policies, laws, regulations and best practices.

• Demonstrable experience working in an insurance sales role, with personal and commercial lines product knowledge.
• A customer-focused mindset, with the ability to build rapport and trust with your clients.
• Passionate about delivering an exceptional service to your clients.
• Motivated to achieve goals and meet targets in line with company expectations.
• Great attention to detail, with excellent verbal and written communication skills.