Fleet Insurance Sales/ Renewals Executive

About us

Birkdale Insurance Group have a great team of people, with a wealth of experience within the insurance industry.

Since setting up Birkdale Insurance group, we have gone from strength to strength and this is down to the hard work from the team, putting our customers at the heart of everything we do.

The Opportunity

This is an incredible opportunity to become a valued member of our Fleet Insurance team in Shrewsbury. To deliver a fantastic service to both our new and existing customers, utilising strong sales and negotiation skills to ensure we maximise new business opportunities.

This position requires individuals who are full of energy, warm, friendly, and professional in their manner whilst having the drive to hit targets.

This role would suit a driven individual, preferably someone with experience in a similar role, however, this is not essential as regular training and development is provided and funding is available for professional qualifications, if you so require.

Knowledge & Skills required.

• Insurance/sales experience is desirable, but this is not essential as product training will be provided.
• Strong client relationship skills.
• Solid communication and articulation skills.
• Good attention to detail
• Possess basic IT skills to use Microsoft programmes.

Responsibilities

• Responsible for the achievement of individual income and case count target
• Take instructions from new customers, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created.
• Renewals invited correctly following full review and agree terms with client for the next year and process accordingly
• General administration: Prioritise client communication (via phone, email and in-person) to ensure the customer receives a high level of customer service.
• Accurately complete administrative tasks such as post and diary as well as account and insurer queries
• Liaise and build relationships with insurers and customers - both internally and externally

About you

• Preferably some customer facing experience.
• Preferably, proficient in using OGI to manage clients, including a computer diary system.
• Be able to problem solve, use own initiative and judgement.
• Ability to continuously prioritise and work effectively under pressure.
• Client and service delivery focused.
• Self-motivated and results driven.
• A good standard of education to at least GCSE level or equivalent.
• Must have good command of English language, both written and verbal
• Demonstrate attributes of honesty, integrity, due skill, care and diligence at all times.

In return we will offer:

• A competitive Salary
• Pension contributions
• Bonus Scheme
• Social events
• Regular employment engagement events
• Cycle to work scheme.

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