Insurance Specialist (Sales)
Core
Act as a trusted broker for commercial general insurance clients, handling inbound and outbound sales to convert leads into active clients and deliver motor insurance products.
Role type
Commercial Motor Insurance Sales Executive
Builds
Commercial motor insurance policies and client relationships
Domain
Insurance / Automotive
Deliverable
client delivery
Required skills
Motor insurance product knowledge, sales conversion, client relationship management, complaint resolution, regulatory compliance
Preferred skills
APA or CIP qualification
Technologies
CRM systems, communication tools
Responsibilities
Advise clients on appropriate motor insurance products and cover; Convert inbound and outbound leads into active commercial insurance clients; Meet and exceed agreed sales targets and KPIs; Provide professional customer service via phone, email, and face-to-face meetings; Ensure all client interactions and transactions are recorded accurately in line with compliance standards.