Insurance Sales Advisor
Core
Contacting customers with quotes, following up renewals, and converting inbound sales enquiries into policy purchases for specialist insurance products.
Role type
Sales Advisor (Insurance)
Builds
Insurance policies (quotes, renewals, new business)
Domain
Insurance
Deliverable
client delivery
Required skills
Sales experience, telesales, customer service, retention, handling objections, identifying customer needs, recommending solutions, working towards targets
Preferred skills
Previous insurance or financial services experience
Technologies
Phone, email, live chat
Responsibilities
Contacting customers who have received quotes but haven't purchased, following up renewals and re-engaging lapsed customers, handling inbound sales enquiries, processing quotations and policy changes, responding to customer queries via phone/email/chat, working towards sales targets