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Insurance Branch Partner

Hall Green
£20,000 - £23,000 +Bonus depending on experience, coupled with an excellent benefits package

About Our Client

Leading Insurance Company based with an excellent client base are seeking to attract an Insurance Branch Partner with a natural flair for sales and great customer service.

In this role, you will be maximising customer sales, retention and all revenue opportunities from both face to face & inbound /outbound call activity within the Branch. You will also provide excellent customer service and effective administration support for all external and internal customers through a variety of communication channels. You will also be working in the bespoke market dealing with niche product range. This is a superb opportunity for an individual with insurance experience to develop and grow their skill set.


  • Effectively manage customers enquires and queries through a variety of communication channels
  • Maximise retention targets through the provision of effective and efficient communication and negotiation skills
  • Adhere to Company processes with regards to Financial Conduct Authority (FCA), Data Protection Act (DPA) and Treating Customers Fairly (TCF) requirements
  • Manage time effectively to meet required business targets ensuring quality and accuracy requirements are met
  • Effectively communicate with customers to provide relevant product information that is clear, fair and not misleading allowing the customer to make an informed decision
  • Use all relevant information to maximise opportunities to cross sell and up sell insurance products
  • Operate within own area of accountability, proactively escalating issues and seeking guidance
  • Understand business issues and recommend solutions to improve
  • To adhere to Company processes with regard to FCA compliance and Treating Customers Fairly;
  • To ensure that DPA, FCA & TCF and other regulatory requirements are met.


  • Maths & English A-C

Essential Skills

  • Ability to work effectively as part of a team
  • Minimum Personnel Lines experience of 12 months
  • A positive attitude towards learning and work
  • Punctuality and a good track record of attendance
  • Desire to succeed even when you feel challenged
  • Natural Flair for sales/customer service
  • Experience of working in a target driven environment
  • General Understanding of insurance industry practice and principles.
  • A good level of verbal and numerical skills

Desirable Skills

  • Understanding of Open GI & CDL
  • Experience in the Private & Public hire Taxi Market

Job Reference : ASR 0007

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