Insurance Sales Advisor – Competitive Salary – Torquay, Devon
The Role
Riviera Insurance Services Limited are looking for a proactive person to join our diverse and friendly team. Your responsibilities include working both individually and part of a team, focusing on securing new business, servicing our existing clients, and renewing their policies. This is an exciting opportunity for a driven, hardworking, and dynamic individual who thrives under pressure and is looking for a new career with the opportunity for future progression.
Key Responsibilities:
As an insurance advisor your focus, will include, but is not limited to:
1. Handling enquiries professionally via phone, letter, or email.
2. Managing workloads efficiently to ensure impeccable service levels are maintained.
3. Conduct "fact finding" reviews to establish clients' demands and needs.
4. Accurately present information gathered to insurers for comprehensive and competitive rates.
5. Adhere to company procedures and maintain regulatory standards.
6. Present quotations to clients, recommending the most suitable product to meet their needs.
7. Consistently achieve agreed KPI's & Objectives set by the Department Head.
8. Identify cross-selling and up-selling opportunities.
9. Contribute to lead generation and respond to enquiries in a timely manner.
10. Issue policy docum...