Personal Lines/Sme Consultant

Ref: 616

Role: Personal Lines/SME Consultant

Salary: Up to £35,000 DOE

Located: Wath Upon Dearne  

Hours: - Monday to Friday 8.30am – 5pm

Our client is looking for a Personal lines/SME consultant to retain and grow the business.

Benefits:

• Dress down Fridays
• Company provides breakfast last Friday of the month.
• Private parking
• Pension contributions
• Traditional values
• Team spirit is good with lots of in-house collaboration.
• CII support for sales if interested.
• Acturis knowledge preferred.

The role:

• Primary focus on retention of personal lines and small commercial business through the renewals, new business quotes and mid-term adjustment process meeting reasonable targets, which are reasonable and fair, as set by the Managing Director and/or Operations Manager. 
• Generating new personal lines and small commercial business through warm leads.
• To support the rest of the sales team with personal lines and small commercial business by providing training and sharing of expertise on ongoing basis to ensure the business meets overall profit targets.
• Meet business administration requirements including support of internally based sales administration and support on claims when required, in line with FCA regulatory requirements.

Duties and Responsibilities of the role

Personal Lines and Small Commercial Sales

• Responsibility for maintaining personal lines and small commercial business through the renewals process and increase the growth of personal lines and small commercial sales across the business by assisting in quotations for new business and supporting the personal lines sales team. 
• Sales functions to be completed at any site of the Company operations and field-based work required which will include visiting existing and potential customers. 
• Adhere to all business policies and procedures and ensure compliance with FCA regulations across all business activities.
• Where possible, engage in innovation of product lines to increase profitability across the business by sharing expertise and ideas with the Company subject.
• Support the team with any Motor Insurance Database management needs by monitoring MID mailbox, actioning any incoming adjustments.
• Actively manage any pipeline via opportunities module within Acturis software

Operations

• Support all employees of the business in all matters of personal lines and small commercial lines administration and when required.
• Ensure proper documentation and record keeping of all business activities in line with business requirements, policies, and procedures and FCA regulatory compliance.
• Actively encourage and engage in improvements that can made to the operations of the business as and when required.
• Undertake any other activities as requested by the management team as and when required.

The successful candidate:

• Minimum 1 years’ experience in an insurance sales role, experience in bringing on new business and cross selling.
• Excellent time management and organisational skills
• A proven track record in achieving individual targets and objectives, and in meeting business KPIs and SLAs
• Ability to work using your own initiative. 
• Expert communicator and collaborator, with exceptional client care skills 
• An incredible eye for detail with an ability to think outside the box.

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role. 

Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.