Job Description – Personal Lines New Business Sales Advisor
Job Title New Business Sales Advisor
Reports to Personal Lines Team Leader/Manager
Department Personal Lines
Job Purpose
· Acquire new Personal Lines customers through new Business Sales and Telematics/ChilliDrive (sales advisors only).
· Provide expert and prompt advice to customers regarding their insurance needs.
· Day-to-day management of new and existing clients at the highest possible level of customer service, including sales administration.
Key Result Areas
1. Ensure that weekly pre-set sales targets are achieved (sales advisors only).
2. Ensure that Autoline’s set sales procedure is adhered to at all times.
3. Generate new leads via cross selling.
4. Follow up calls to be completed on a daily basis to ensure all leads are acted upon.
5. Adhere to FCA regulations and legislative requirements.
6. File Management - ensure individual client cases are completed promptly, effectively, accurately and fully.
7. Maintain the highest quality of customer service levels by prompt, customer-focused, mannerly servicing of client accounts by efficient Mid-Term-Adjustments and customer queries.
8. Be an effective, willing and enthusiastic team player in the development of the personal lines business in addition to the success of the company as a whole.
Duties and Responsibilities
1. Present a professional image of self and Autoline Insurance Group at all times.
2. Ensure the completion of weekly sales sheets and that they are given to the Team Leader.
3. Participation on vocational training courses as required by management.
4. Liaise as appropriate with insurance companies.
5. Activity reporting on an ongoing basis.
6. Mentoring or ‘buddying’ of new team members to assist them with new tasks/duties and on-the-job training.
7. Ensure workplace is kept in an organised fashion and compliant with company health and safety policy.
8. Ensure client confidentiality is maintained and protected at all costs. Failure to do so will result in dismissal.
9. Attendance at promotional exhibitions and external meetings outside company hours as required.
10. Provide cover for personal lines team colleagues when necessary.
11. Any additional duties deemed necessary and reasonable by line manager.
Dimensions – what are the dimensions of the role is it crucial to the business are there budget responsibilities, staff responsibilities etc.
Critical sales role. Crucial to the sustainability and growth of the business and public’s first contact with Autoline. Customer’s first Autoline experience therefore must be extremely customer-centric. Experience in dealing with this person can mean business won or lost for Autoline. No budget or staff responsibilities.
Context – Insurance is the primary function of the firm. The personal lines insurance sales/customer service person will generate leads via general enquiries and utilising existing client base. The personal lines division is seen as the staple income of the company, therefore this role demands a high level of precision and tenacity to win and/or keep existing business in an extremely competitive market.
In order to be short-listed for interview, candidates must be able to demonstrate in their application how their professional or personal experience to date shows evidence of each of the following essential criteria.
Essential Criteria
1. A minimum of 5 GCSE passes at grade C or above including English and Maths.
2. Minimum of 2 years’ experience in a sales role.
3. Computer Skills, working experience of Microsoft Word and Excel.
Candidates will be required to undertake CII (Chartered Insurance Institute) qualifications.
Whilst the fulfilment of each of the following desired criteria is not necessary for the short-listing of applicants, the ability of the candidate to exhibit evidence of such criteria will contribute to the strength of the application:
Desired Criteria
1. 2 A’ Levels or equivalent at grades A-C.
Key Relationships
Who / ReasonInternal / § Accounts
§ Claims Manager
§ Line Manager
§ Administration
§ Senior Management
§ Commercial Team / § Cash reconciliations & payment issues
§ Client Queries/Claims
§ Operational/personal issues & sales targets
§ General Administration
§ Personal issues; targets; disciplinary matters
§ Commercial vehicles
External / § Clients
§ Insurers
§ Loss Adjustors/Assessors
§ Client Agents (solicitors, accountants etc) / § Potential and existing
§ New & existing
§ Facilitate claims processing
§ Client account management
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