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Insurance Sales Support Executive 

cv-library Listing Owner's Avatar  |  United Kingdom  |  

United KingdomWinnersh, Wokingham, United Kingdom
Salary range:
£18,000.00 - £25,000.00 per Annum
See calculations
Work Type:
Work Time:
Full Time


Insurance Sales Support Executive
Location: Winnersh
Salary £18-25,000 + benefits
My client who is based in Winnersh Triangle are looking for a Sales Support Executive to join their team. We are looking for candidates who are able to provide support to the Sales Team. This role will offer the opportunity to develop and progress. You will be acting as the first point of contact for Brokers, Clients and Customers therefore it is vital that you are able to build strong working relationships with customers over the phone.
Daily Duties
First point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties.
Ensure the smooth running of assigned portfolio on a day to day basis
Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels
Be the first point of contact for day to day enquiries from clients, providers and other internal and external sources
Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping consultants informed as appropriate
Prepare template client reports
Resolve any identified discrepancies in provider documentation before sending to clients
Proactively initiate & manage the gathering of relevant data and ensure accuracy at all times; as well as assist with the analysis of data as required
Support new business tenders as required
Attend internal & external provider and product training as required
Ensure that client records are accurate, up to date and in the correct format
Maintain client records and data in line with Towergate systems and protocols
Undertake ad hoc project work where required
Be prepared to work outside contracted hours if workloads & business requirements necessitate
Promote and comply with the financial & industry regulations and legislations
Technical Skills Required
Maintain excellent levels of product and market information
Quick & accurate keyboard skills
Knowledge of Customer Service principles and practices
Knowledge of Terms and Conditions, FCA regulations including Money Laundering and Data Protection and Treating Customers Fairly
Excellent communication skills including telephone manner
High standard of literacy & numeracy
Ability to work as a team and individually using common sense at all times
Complete understanding and compliance with Towergate employee benefits practices and procedures
Good organisational skills and ability to priories workloads
High level of accuracy & attention to detail
Ability to retain & recall information and a good aptitude for problem solving
Strong team player with a passionate approach for work
Ability to assist with revenue maximisation by recognising potential leads
Good standard of general education