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As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance. We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients' needs. This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector. This role will mainly focus on account retention and growth by assisting existing customers/ clients in the best possible way. If you have experience handling SME books and looking to move to handling larger books then we will consider your experience. Your responsibilities are not limited to- Creating documents for new customers about their insurance requirements. Obtaining renewal terms for customers and researching suitable alternatives to produce presentations; our account managers discuss these with customers during face-to-face meetings. Coordinating all renewal quotes for existing customers along with any mid-term adjustments to be considered. Managing insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required. Securing delivery of policy documentation from insurers and check prior to approval and release by Account Executive. Dealing with account queries and credit control matters highlighting any concerns to account managers in a timely manner. Grasping and applying fundamental legal and regulatory policy for internal policies and the insurance contract as required. To succeed in this role, you will be- Holding or working towards one of the Chartered Insurance Institute Qualifications: Dip CII/ FIT is desirable. Worked to targets within a regulated, measurable framework and achieved SLA's Risk-aware in handling customer information. Able to recognise potential risk and seek advice when required Due diligence and process- driven to deadlines, happy to forward plan, organise and analyse information. Highly accurate with strong attention to detail, using initiative when assisting team members. Fully proficient in MS office. Eligible to work in the UK. Alongside a highly competitive salary, you will also enjoy some of the great benefits, such as- Pension contribution scheme. Hybrid flexibility 2 days in the office, Tuesdays and Wednesdays and 3 working from home 25 days annual leave with options to buy/sell additional holiday Loads of flexi benefits to choose from (including gym membership, season ticket allowance, etc.) Please apply for the role by submitting your most up-to-date CV. If your application is successful, we will be in touch within 5 working days of receiving your job application to discuss the opportunity in more detail. At Insure Recruitment, we work with clients who are dedicated to building a diverse, inclusive, and authentic workplace. So, if you're excited about this role but your past experience doesn't align perfectly with every qualification or criteria in the above description, we encourage you to apply anyway. You may be exactly what we're looking for in this or other roles.
The Role... We are looking for people who have a love for the sales process and a proven ability to consistently find and close opportunities. A proficient and creative, high-level sales negotiator with outstanding ability to achieve and exceed sales targets in a corporate sales environment. You will be focused on creating demand for our security solutions and become a subject matter expert. What you'll be doing... Work with the Sales Admin Team by providing clear and full information in a timely fashion, following all set processes and procedures to ensure the customer's expectations are exceeded, the business is protected, and customer invoices are paid. Aid the Sales Admin Team in their key task of compiling a client file for the Installation Team to help enable the Team to carry out any upcoming projects. Developing sales leads within the assigned sector through self-initiated strategies, cross selling and referrals Planning a sales approach designed to determine the customers' needs and requirements for the product / services offered, and the investment the prospective customer is willing to make Maximise all sales and survey enquiries with equal effort and enthusiasm to win potential business at maximum GP. Generate your own sales enquiries through a structured, efficient and organised method and planning. Undertake sales, CPD and technical presentations to customers and potential customers as required either at their premises or Securitas offices. Regularly visiting whole customer base to keep abreast of their security requirements with a view to increasing customer portfolio size Keeping in touch with all customers to minimise attrition and ensure any issues they are experiencing are dealt with swiftly Observe all health and safety requirements, ensuring that you, and others around you are operating in a safe manner. Ensure company policies and standards are adhered to. Provide weekly / ad-hoc activity reports to the Sales Manager. Sales / Operational: Maximise the profitability of the department, by ensuring a, 'Right First Time' approach, in all aspects of your work and providing performance feedback to the engineering, technical and admin team. Not allow any job to go ahead without an installation & service contract in place first. Achieve agreed sales targets, whilst maintaining acceptable and pre-agreed levels of gross profit margin for each job. Promote Securitas with particular focus on the Intruder, Fire, CCTV, Access, Integrated Systems, products and maintenance and service contracts. Develop a contact and client base, focusing on repeat and referral business along with upgrade works and new business. Contact and develop relationships with specifier's and consultants, such as builders, surveyors, insurers, developers, architects, electricians and M&E consultants. Utilise sales and promotional products, to include sample boards, PP presentations, obtaining support from in house expertise and suppliers' expertise and facilities where possible to maximise your impact to a customer and the company. In conjunction with other internal departments, co-ordinate installations and projects to ensure a smooth, profitable and successful installation. Obtain the support of the design team to verify specifications and costs to return maximum GP. Maintain a high level of technical knowledge and expertise with systems and components of systems to ensure you are up to date with products and techniques (old, current and new) at all times. Be responsible for your learning of the latest legislation and regulations in respect of the products and services you are selling. Produce diagrams and drawings to assist with the delivery of the sale along with additional information the company deem necessary for the work to be completed without delays. Comply with the requirements of the HASAW etc. Act 1974 and where required the CDM 2015 regulations. What you'll need... Professional sales experience and good commercial awareness Excellent communication skills, written, verbal and in a timely manner Proven track record of account growth Proven track record of account management, order generation, customer development and retention Knowledge of how to draw up estimates and business proposals and technical sales surveys to both existing and new clients at their premises Proven track record of dealing with senior decision makers Experience of working in the Fire and Security Industry Knowledge of standards relating to the respective systems