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McNally Associates Limited
,
Lewes, East Sussex
Personal Lines Broker
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
We are looking for an energetic candidate with a proactive and positive approach to join our growing team. The main objectives of this position are: to provide insurance quotations and make sales. Complete mid-term adjustments, deal with enquiries on a range of personal lines products. Invite, follow up and secure renewals. develop relationships with our agents and grow their new business portfolios with us. The role is predominately telephone based involving both inbound & outbound calls with agents or clients direct. You will be required to provide quotations, close sales, complete mid-term adjustments, invite/secure renewals and handle enquiries on a wide range of general insurance products, including household, buy to let, medium/high net worth and property portfolios). In addition, you will have responsibility for developing relationships with a number of agents where you will be required to increase their new business portfolio. You will need to have a minimum of one year’s general insurance experience, , be enthusiastic, methodical, organised, show initiative, work to deadlines and be part of your team. There is also an opportunity to gain experience in and move towards handling commercial insurance enquiries. Your Responsibilities Reporting to our Sales & Customer Services Manager and working within our growing Sales Executive team your responsibilities will include: Providing general insurance quotations and closing sales. Ensure client records on the relevant systems are up to date and accurately reflect the data you have captured during the sales process. Secure policy renewals Handle enquiries and complete relevant actions including MTA’s All other duties required by Senior Management Team