£22K/yr to £25K/yr
England, United Kingdom
Permanent, Variable

Trainee Sales Support Agent

Posted by Kingsgate Recruitment Ltd.

About us

My cleint is one of the leading Brokers who specialise in car insurance

They have big plans for the future and our employees play a vital part in this - we want to become a leading insurance broker.

Your working hours will be 40 hours per week covering shifts between 9:00am - 7:00pm plus every other Saturday 9am - 2pm.

Your working hours will be 40 hours per week covering shifts between 9:00am - 7:00pm plus every other Saturday 9am - 2pm.

This role comes with a basic salary from £18,000 - 21k and an achievable bonus structure giving on target earnings of £22,00 - £25,200

The Role

Validation:

Validating New Business quotes, ensuring that the policyholder receives the benefits they are entitled to. The process involves verifying policyholder information, including their eligibility and coverage under their insurance plan checking fraud identification and validating the customer before we set up the insurance policy

Banking:

To quality checking every single sale that's made, to ensure that all the customer details are correct, before issuing out any welcome documents to the customers, and to ensure a smooth customer journey. Dealing with refunds to customers through the banking system and refunds authorized by the Head of Sale before processing,

Renewals:

  • To assist underwriting in the preparation for renewal inviting
  • To use tools provided to negotiate and retain customers
  • Follow compliance guidelines and procedures
  • Ensure work is dealt with accurately and to a high standard

Admin

  • Maintaining internal databases
  • Supporting the administration of Motor insurance policies including checking and maintaining accurate records of customer data
  • Accurately process all incoming/outgoing mail
  • Resolve any customer queries and enquiries
  • Liaising with insurance companies when necessary
  • Liaising with the premium finance company
  • Downloading and reconciling weekly payments

Underwriting Assistant

  • Assist with premium calculations for policy changes
  • Assess policies for elements of potential fraud
  • Help to analyse statistical data
  • Examining insurance proposals
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