Personal Lines – Sales
Listed on 2026-10-12
-
Sales
Customer Success Management, Client Relationship Management, Account Manager
To work within the sales department, responding to customer needs and requirements in an appropriate manner.
To answer all calls and enquiries in a timely and efficient manner.
To support the firm’s goals through excellent customer service skills and by converting incoming enquiries into sales.
To support the firm’s goals through excellent customer service skills and by maintaining and increasing renewal retention.
IFA & Mortgage Brokers Key Account Handling.
Responsibilities- Sales
- Customer Service
- Account Handling
- Renewals
A minimum of 2 years experience in insurance is required
Employment TermsFull time job within our office in Poole, Dorset.
ContactT&R Direct Limited has various trading names, including T&R Direct Insurance Services, Quote 2 Insure, Pub Protect and Insure As U Go, Registered in England No . Registered office: 6 Concept Park, Innovation Close, Poole, Dorset, BH12 4QT
. T&R Direct Ltd is an Independent Intermediary, Authorised and Regulated by the Financial Conduct Authority. Our FCA Register number is 604784
. This can be checked at
Should you wish to complain about our services you can do this by calling the office, email or post. Should you remain dissatisfied, you can contact the Financial Ombudsman Service (FOS) by telephone 123
, by post:
Financial Ombudsman Service, Exchange Tower, London, E14 9SR
. Online by visiting their website or via email
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