Overview
The purpose of this role is to generate and process new clients into the Company. This will be achieved through nurturing relationships with our existing introducers and direct business clients.
Responsibilities
* Providing outstanding customer service to generate quotes on new business leads over the telephone or online.
* Collecting and verifying client information and setting up new clients accurately in the case management system.
* Explaining the onboarding process to new clients in a clear and reassuring way.
* Reporting all sales activities in our CRM system.
* Understanding the needs and potential challenges prospective clients may have and advise them accordingly whilst overcoming objections and looking for opportunities to maximise sales revenue.
* Efficiency managing inbound calls, emails and queries from clients, introducers and other partners ensuring all SLA’s are adhered to and met.
* Contribute to the overall success of the New Business Team by achieving individual and team targets and KPIs.
* Proactively liaise with internal departments to ensure that quotes are in line with current agreements and risk models.
* Ensure that all leads are regularly followed up and accurately recorded in line with business protocols.
Essential Skills
* Experience of working in a telesales or account manager position.
* Solid understanding and practical application of inbound and outbound sales techniques.
* Ability to work in a targeted based environment and continuously deliver against agreed KPIs and sales targets.
* Exceptional customer service and relationship building experience.
* Strong ability in the use of Microsoft applications.
* Proficiency with CRM systems and willingness to learn and adapt to new systems.
* Understanding of the conveyancer process would be desirable.
Personal Qualities
* Communicates effectively, keeping clients and colleagues informed and supported.
* Maintains high standards of accuracy and attention to detail in all work.
* Thrives in a target-driven environment and consistently meets agreed KPIs.
* Learns from mistakes, shows resilience and has a growth mindset.
* Seeks opportunities to improve efficiency, accuracy, and client satisfaction.
* Demonstrates empathy and respect in all interactions with clients and colleagues.
* Communicates clearly and inclusively, adapting style to different audiences.
* Demonstrates accountability, reliability, and loyalty to the team.
* Works with integrity, ensuring trust and consistency in delivery.
* Shares knowledge and supports colleagues to achieve common goals.
* Brings positivity and enthusiasm to the working environment.
Benefits
* Up to 40 days annual leave inclusive of Bank Holidays.
* Option to purchase up to 5 days leave.
* Hybrid working with flexible working times.
* Enhanced maternity and paternity leave.
* Company Sick Pay.
* Discounted Gym Membership.
* Subsidised Conveyancing.
* Employee Assistance Scheme which includes counselling sessions.
* Wellbeing programmes.
* Ongoing training, development, and recognition programs.
* A supportive and fun team environment, with regular collaboration and charity events.
* Professional Development Support – We believe in fostering growth and will fully support your training and development in AWS and related technologies. This includes access to certification programs of your choosing, online courses, and workshops to advance your expertise and career.
#J-18808-Ljbffr