Finance and Insurance Sales Co-ordinator - Surrey

1500k bonus - Insurance - Sales
Ref: 571 Date Posted: Friday 02 Aug 2019
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Our client is looking to recruit a Finance and Insurance Co-ordinator within their travel team.

The main aspects of the role are –

Maximise Finance and Insurance policy sales by utilising your sales skills when handling telephone enquiries and updating systems accordingly.

Provide a professional, efficient and proactive sale and administration service.

Ensure all processes and procedures comply with FCA requirements.



35 hours per week, and 9 - 1 Saturday.  Due to the nature of this position, hours may vary in line with business and client needs.



Main Duties


Call Handling

• Handle all calls within performance targets and professionally following approved call scripts and sales guidance materials

• Handle customer objections in a positive manner and actively attempt to overcome these objections in line with sales guidance materials

• Actively attempt to build rapport with all callers

• Actively look for opportunities to upgrade levels of cover through effective listening and identification of customer needs

• Carry out outbound sales activity ensuring all regulatory and customers service standards and requirements are adhered to where appropriate

• Display appropriate levels of patience and empathy as and when required

• Handle complaints in a positive way, in line with company procedures

• Communicate with customers and third parties in a clear, concise and professional way

• To capture all requested data and provide information to the caller

• Ensure product knowledge is kept continuously up-to-date through appropriate research and training


If you have exceptional Customer Service, Administration and Sales skills please send your CV by email to apply.