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Insurance Sales Consultant - Ashby de la Zouch

Ref: 356 Date Posted: Tuesday 30 Mar 2021
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Insurance Sales Consultant role available for a reputable insurance agency based in Ashby de la Zouch. 

Base salary £26,000+ bonus. OTE £30,000+

Working hours 9am - 5pm Monday to Friday 

Insurance Sales Consultant duties:

  • Under general supervision and within limits of authority and product licences, support Agents in respect of Agency sales, growth and retention targets and also Agency customer service standards.
  • Deal with insurance related issues for customer groups to meet their financial needs.
  • Build strong customer relationships.
  • Customer Services related administration as required.
  • Acquire and maintain knowledge of General Insurance products, as applicable to product licences.
  • Develop and sustain effective working relationships with customers, all members of Agency.
  • Deal with insurance claims within your authority, for all customers, in accordance with the Agent’s Claims Guide.
  • Process and despatch renewal documentation to Agency standards.
  • Administer all networking instructions to meet Agency completion standards.
  • Implement customer money collection and processing procedures to maintain Agency credit control.
  • Comply with all applicable sections of the General Insurance Compliance Manual for the Agency Network, the Agent’s Claims Guide, the Agency Guide and local Agency procedures.
  • Produce correspondence to required timeframes and quality standards.
  • Perform other duties as assigned by Agent / Senior Agent

Insurance Sales Consultant responsibilities:

  • Review and advice upon customer general insurance requirements on the phone and face to face.
  • Identify and initiate cross-selling opportunities and activities to new and existing customers.
  • Make outbound calls to prospect new customers and meet personal sales targets.

Insurance Sales Consultant must commit to 6 months comprehensive training and testing. This includes online learning, courses, exams, assessments and role play.


If this Insurance Sales Consultant role is for you please contact the office and ask for Elliot Beldon on 01530440303 OR apply directly here and I will be in contact as soon as possible.