Business Development Executive

We are working with a large Insurance Brokerage in order to find them their next Business Development Executive to work in their Stockton On Tees office. This role is a permanent position and comes with a monthly bonus scheme.

Purpose of Role: To make contact with potential clients via the telephone, correspondence, email, fax and other electronic means to promote the company in order to obtain their proposal forms for future negotiations and record outcomes using I.T. skills. To support Brokers with potential new clients from the above actions and record this using I.T. skills

Main duties and responsibilities:

• Have the ability to professionally and effectively employ sales skills to achieve performance and targets within specified time scales and as directed

• Be able to understand data, maintain and update the company’s database with accurate and current information gained from role activities

• Be able to identify and develop sources of potential clients

• Have the ability to effectively communicate with clients to gain commitment to return proposal form

• Have the ability to overcome client resistance/objections

• React positively and effectively to campaigns and projects

• Be able to demonstrate a required knowledge of Professional Indemnity Insurance, relevant selling points and benefits

• Maintain a current and accurate knowledge of competitors

• Keep abreast of competitor activity and recommend any necessary tactical action

• Plan diary and work load to make effective use of working day

• Liaise with other members of the team to actively promote performance and target opportunities

• Undertake all responsibilities with reference to company’s Policies, Procedures and Standards Manual

• Undertake any reasonable duties as specified

• To ensure relationships with clients, Insurers and outside agencies are maintained and improved

General administration/record keeping

• Handle correspondence related to broking activities in line with the company’s operational manual

• To update and maintain company records which includes clients files, spread sheets, etc., with information gained in a timely fashion

• To act promptly to resolve any issues or matters highlighted by any other member of the company or outside agency

• To be able to work to strict guidelines and time frames to ensure documentation to and from clients and Insurers is maintained

• To ensure all internal communications are acknowledged and actioned

• To update the new business spreadsheet (s) after each task for each client.

• To manage an effective diary system for your own prospect’s to ensure all cases are handled to the company’s high standards.

• To keep detailed telephone and meeting notes in the appropriate records

• To meet reasonable sales targets and to provide up to date sales figures, activities figures and additional information as requested by Managers and/or Directors.

General Conduct

• To act in a professional manner and with due skill, care & diligence at all times.

• To observe high standards of integrity and deal openly and fairly with employees at all times.

• To conduct all business in line with the company’s Practices, Policies and Standards Manual, Staff Handbook, procedures and FCA regulations. (This is not an exhaustive list).

• To ensure a safe working environment in line with the company’s Health and Safety rules.

• To keep confidential all client and company information gained as a result of your position and use this information only as set out by the company.

• To maintain CPD requirements of the role and attend relevant training.

• To refer any matters or issues outside of your normal responsibilities and knowledge to the senior management team.

You will be working 35 hours per week Monday to Friday 9am - 5pm with a cheeky early finish on a Friday of 4pm. Ideally you will have some sales experience and be interested in it, be confident and able to respond to challenges from prospective clients. A great character is a must in this role.

The monthly bonus is up to £350.00 per month - more details would be provided at interview if selected.