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Client Sales Advisor & Validation - Motor Insurance


THIS ROLE IS NO LONGER AVAILABLE

Role: Client Sales Advisor & Validation - Working in a Validation Team - Motor Insurance
Location: Winchester
Salary Range: Good level of salary depending on previous experience
Reports To: Operations Manager/Group Manager
Work Hours: Monday to Friday, 08.40 to 5pm - Saturdays 9am till Noon

Job Summary:

Working in a busy validation team on the telephone, dealing with client's who have purchased insurance through our website. The role is to check answers that clients have provided and make sure their application is correct. Using fraud prevention measures checking we do not accept any fraudulent applications or proposals that are not correct. Dealing with enquiries and generally providing a Can Do Attitude aiming to impress and please our clients. We work in a busy environment arranging cover, you will need to be used to working at fast pace.

Essential Skills:

  • Good standard of education
  • Good proven sales skills
  • Good oral and written communication skills.
  • Have patience, politeness and maintain professionalism working in a busy environment.
  • Ability to multi-task and prioritise
  • Ability to communicate with both clients and colleagues at all levels of seniority.
  • Liaise effectively with other internal departments and external insurers.
  • Confidence to deal with difficult situations and to know when appropriate, seek guidance from managers
  • Good team working skills and ability to work with minimal supervision.
  • Desire to gain full understanding of products and processes and complete CPD (continuous professional Development)
  • Computers skills - Word Excel
  • Understanding the Data Protection Act.
  • Be able to empathise and show a caring attitude.
  • Spotting fraudulent behaviour

Main Duties and Responsibilities:

  • Selling, advising and arranging personal lines insurance.
  • Demonstrating a positive, enthusiastic attitude towards clients and recognising the importance of being a team player.
  • Understanding client's needs and requirements and working to impress them with knowledge and helpful attitude.
  • Providing client service in line with company policies and internal compliance.
  • Understanding the scope of products we deal with representing over 30 different Insurers
  • Being a point of contact for client's needs and dealing with these requirements to successful outcomes.
  • To maintain a good level of personal smartness and presentation.
  • To actively follow company policies & comply with Data protection
  • Contacting clients for required information, payment and supporting documents to fulfil validation requirements
  • Completing accurate records and computer files, diaries, journals and to the extent others can follow notes and history
  • To attend staff meetings and training as required.
  • Following instructions from managers and attending to jobs required

Desirable:

  • Previous experience in the Car Insurance sector.
  • Previous experience in Banking, Retail
  • Understanding of cars.
  • Call centre experience
  • Ability to problem solve
  • Good understanding of Maths and percentages
  • Previous employment in quality and fraud prevention roles.

You can apply for a role stated below by sending an email to jobs@cityinsurance.co.uk clearly stating what role you are applying for and attaching your current CV and any other relevant information.
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City Insurance Group
88-89 High St
Winchester
Hampshire
SO23 9AP
Tel: 01962 844848

E-Mail: info@cityinsurance.co.uk

 
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City Insurance Group is a trading style of City Broking Ltd (No 7184645) Registered in England and Wales. Registered Office: 88/89 High Street, Winchester. SO23 9AP England. Authorised and Regulated by the Financial Conduct Authority (No 520574)