Job Opportunity: Insurance Sales Specialist
This is an exciting role that requires a strong background in sales or customer service. As an Insurance Sales Specialist, you will be responsible for selling insurance products to customers and providing excellent customer service.
Key Responsibilities:
* Collaborate with the team manager on call flows and workload management
* Handle web enquiries and client questions, successfully closing sales across a broad range of products
* Guide customers through the sales journey, clearly communicating product benefits and cover options
* Make outbound calls to prospective customers to promote products, provide advice, and close sales
* Support the team manager in executing targeted campaigns to boost sales
Customer Relationship Management:
* Build strong, trust-based relationships with customers by anticipating their needs, sharing relevant information, and consistently meeting commitments
* Resolve any queries or issues customers may have regarding quotes or policy details
Customer Service:
* Maintain a professional image and deliver service that meets or exceeds company standards
* Take ownership of your work to ensure the highest accuracy and quality
* Respond promptly and professionally to requests and enquiries from customers, colleagues, and management
Team Collaboration:
* Work cooperatively within the team to ensure all customer needs are met
* Contribute to meeting monthly and annual team targets
Compliance:
* Partner with the team manager and compliance department to ensure all file records meet the required standards
Requirements:
* Preferably have a strong background in sales or customer service
* Minimum of 1 year's relevant insurance experience
* Compliance with Central Bank Minimum Competency Requirements, APA (Personal General Insurance) qualification at minimum, with willingness to pursue further certifications
Person Specification:
* Positive, can-do attitude with openness to rapid changes as the business evolves digitally
* Ability to prioritise workloads effectively and adapt to unexpected challenges
* Highly organised with strong time and resource management skills
* Committed to continuous professional development
* Sales-driven and energized by a fast-paced sales environment
* Customer-focused, always putting the customer first in line with company culture
* Demonstrates strong product and technical knowledge, with eagerness to become a product expert
Benefits Included