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Apprentice Sales Executive

Safe & Sound Insurance Centre
Pay: £131.25 Text
Location: Yorkshire Heckmondwike United Kingdom
Category: Entry Level
Available from: Feb 2018
Finishes on: Ongoing Position
Type of work: Full Time, Indoor & Outdoor
Job reference: E02583948
2018-01-09 2018-02-12

Job Description

Main responsibilities/tasks:

The job holder must be competent to complete the following tasks:




  • Work towards income targets whilst adhering to FCA compliance obligations.

  • The achievement of case count/retention targets alongside income targets.

  • Maximising sales opportunities by proactively selling and securing additional business.

  • Raising underwriting concerns and rating risks appropriately.

  • Accurately completes administrative tasks such as post, diary as well as account and insurer queries.

  • Securing a consistent pass rate on all call observations.

  • Working towards a good product knowledge of the field, along with a good knowledge of systems, processes and company procedures.

  • Awareness of compliant handling – Being able to escalate minor customer complaints to their Line Manager and begin to understand the company complaints process.

  • Deliver exceptional levels of customer service at all times.

  • To ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including both colleagues and insurers.

  • General administration work: Prioritise all client communication (via phone, email and in person) to ensure the customer receives a high level of customer service.

  • Training - Undertaking a NVQ Level 2 or 3, ensuring that all work associated with the NVQ is completed to a high quality within an acceptable time frame, co-ordinating appointments with the NVQ assessor in line with the business’s needs.


Personal Qualities :

  • Motivated and enthusiastic, remaining professional at all times

  • Good degree of organisation and flexibility in order to meet customers’ demands

  • Responsible, professional, organised and a good communicator



Skills Required :

  • Have a good attention to detail

  • The ability to multi task



Future Prospects : Upon completion of the apprenticeship, this company will be looking to keep the apprentice on full time. There will also be the potential to progress onto higher level apprenticeships.

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