About the role:
As a Sales Representative, you will provide quotations for New Business and be a referral point for the Trainees. The role requires dealing with clients in the branch for the Clegg Gifford brand, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.
Based out of one of the following offices:
* Birmingham
* Brentwood
* Peterborough
* Colchester
You will:
* Provide excellent customer service and efficiently generate new business in a target-driven environment.
* Answer and handle phone calls promptly and efficiently.
* Calculate premiums according to insurance carrier guidelines.
* Understand and follow processes to offer suitable product quotations.
* Ensure product information is clear and allows informed customer decisions.
* Validate client details (e.g., ID, driving license, claims history) for submission to underwriters.
* Manage leads and schedule follow-up calls using CRM software to meet sales targets.
* Maintain accurate records of customer interactions.
* Attend client meetings as needed.
* Contribute to team goals by identifying gaps and upselling.
About you:
1. Strong communicator, able to explain complex insurance terms c...