Rural Sales Executives sit within the Small Farm Team, providing the first point of triage for all inbound enquiries as well as a broking service for telephone and web sales.
Tasked with, following up enquiries, signposting them to the correct team and on boarding new rural customers, via pro-active client engagement and the timely follow up of inbound enquiries. Required to ascertain the correct client information, broke client insurances and complete transactions that meet the customers Demands and Needs, in a sales driven environment, whilst maintaining a compliant and client centric manner.
Clients
Develop strong relationships with clients
Ensure transactions are conducted with full transparency
Deal with incoming enquiries from clients and agents
Behave with all clients (both internal and external) fairly and ethically
Broking/Administration
Assist in the creation of comprehensive broking information documents
Ensure up to date records are maintained at all times on the Group systems
Assist in planning the most appropriate insurance programme for the client's demands and needs
Ensure that all information is passed when required to the appropriate team
Skills and abilities needed to perform role
Good level of numeracy and literacy
Good communication skills including, written verbal and face to face
Able to work independently and use initiative
Negotiation and influencing skills(able to sell)
Computer literate
Resilient and calm under pressure
Knowledge and Experience
Experience of a sales environment (preferably telesales)
Knowledge or experience of the Rural Sector/Lifestyle (desirable but not essential)
1-2 years experience working in insurance broking sector
