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Renewals Advisor

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Position Overview:
To work within the Renewals Department to sell insurance products to existing customers, over the telephone and face-to-face when required.
Key Responsibilities and Accountabilities:
To follow and maintain the company Renewal procedures.

  • To maintain the highest level of service towards clients and a quick response time to all incoming enquiries.
  • To achieve daily, weekly and monthly targets.
  • To share best practice & offer ideas for continuous improvement.
  • To maintain a high level of quality scores.
  • To develop relevant knowledge and skills and attend training as required.
  • To ensure compliance with relevant regulations and procedures such as the FCA by keeping up to date with all changes in the regulatory framework.
  • To represent One Answer Insurance Services in a professional manner at all times

Personal Profile:

  • A flexible approach to working hours as we adapt to an ever changing market.
  • Dynamic, self-motivated enthusiastic individual with a passion and flair for sales.
  • Must have a positive outlook and a clear focus on high quality and business profit.
  • A natural forward planner who critically assesses their own performance.
  • Reliable, tolerant, and determined. A good communicator and able to see things from the other person’s point of view.
  • Well-presented and business like.
  • Able to get on with others and be a team-player.
  • Requirements:

  • CDL/Insurance Broker experience is preferred but not essential as we offer full training and support.
  • Good working knowledge of MS Office 2000 or later, particularly Excel and Word, and ideally CDL system, Internet and email.
  • Other Skills/Abilities:

  • Must have a genuine interest in Sales.
  • Should be well presented and a polite, tactful and friendly character.
  • A good understanding of numbers and planning.
  • The ability to be flexible, decisive and quick-thinking.
  • The ability to follow processes and procedures and to be comfortable with referring to managers where necessary.
  • To be able to deal with customers in a patient, calm and effective way and be able to work independently as well as part of a team.