Job Title: New Business Executive
Reporting Line: New Business Team leader - New Business Director
Salary: £ depending on experience
Hours: Full time (8.30am -17.15pm)
Job Objective: Supporting the growth of the Company by proactively generating and converting new business opportunities. Providing an excellent customer experience and specialist advice in line with Company values, building and managing our prospect databases and undertaking accurate administrative tasks.
Role responsibilities (but not limited to);
Providing advice, recommendations and quotations to prospective clients
Lead generation including cold calling and information gathering
Develop and maintain specialist understanding of allocated trade sectors including, key client exposures and industry changes
Self-generating new business leads and obtaining accurate information for our databases
Administration; creating quotation documents, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
Liaise with various insurers to get the best policy for the client meeting their demands and needs
Ensure that the sales process is completed and compliant with regulatory framework
Liaising with prospective clients/leads and closing the sale effectively
Generate 40 quotes a month with a conversion rate of 1:3
Assisting other members of the team with technical queries
Assist and liaise with the accounts team on any account queries
Adherence to learning and development in line with CII CPD requirements
Skills Required:
Technical and commercial insurance knowledge
Confident telephone manner
Excellent communication skills both written an verbal, with an ability to communicate clearly & confidently to clients and colleagues
Organised and systematic approach to work
High levels of attention to detail
Tenacious with presenting strong sales techniques and skills
Self-motivated to keep generating new business
Motivated and driven to achieve team and individual targets
Able to develop and sustain positive working relationships with internal and external parties
Familiarity with the Microsoft Office suite of programs
The ability to work to own initiative
Decision maker
Knowledge and understanding of OpenGi management operating system