Sales Advisor - 1077705

Saint Neots, ENG


Sales Advisor

Main purpose of the role

To provide support to personal lines customers and ensure retention of renewal business, servicing of existing accounts in line with the set Key Performance Indicators provided by the company, and in accordance with company procedures and regulatory requirements. This is predominantly a customer service role that requires a sales approach to dealing with customers. There will be an element of outbound calling from various lead databases, as required by the company.


St Neots

Key Responsibilities and Deliverables


Provide excellent customer service in all dealings with customers such as:

·        Ascertaining customer requirements and advising accordingly

·        Disclosing clear and useful information about the product

·        Ensuring all verbal disclosures are discussed with customer

·        Handling telephone sales and producing alternative quotations

·        Dealing with customers in office

·        Issuing all necessary paperwork to customers

·        Ensuring policies are adjusted in accordance with the customer’s requirements and policy terms

·        Ensuring customer is aware of any changes in cover and premium

·        Assisting with first notification and claims enquiries

·        Reminding customers about outstanding documentation

·        Outbound calling to various lead databases


Other Responsibilities

Follow all company procedures and regulatory requirements, with specific reference to data protection regulations. Assist in the growth of the business by cross selling other products as appropriate. General Administration.

Other ad hoc duties as and when required by management.


Demonstrates the basic principles of teamwork

Working Relationships

This role will involve working in a team environment and will require the candidate to build and maintain strong working relationships with colleagues

Major Challenges

The successful candidate will be working in a busy office environment which involves working under pressure and to deadlines. Successful applicants will have a self starting mindset.