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Insurance Sales Executive
Job Title – Insurance Sales Executive
Department – Sales
Location – Office based
Reports to – Operations Manager
Job Purpose:
The purpose of this position is to offer customers tailored add-on insurance products to cover their new vehicle, including warranties and GAP insurance. This is a telephone-based role where warm leads are generated from customers who are currently going through a finance application for the purchase of their new vehicle. By understanding the customer’s needs and circumstances, Insurance Sales Executives will discuss the features and benefits of the additional insurances and close sales where the customer opts to purchase them. Motion Finance is regulated by the Financial Conduct Authority and therefore regulatory guidelines must be adhered to at all times.
Performance is measured on targets and KPI’s that are set and reviewed monthly, based on sales performance as well as quality and good customer outcomes.
Main duties/ responsibilities:
• Conduct daily high-volume outbound calls to customers who are currently in the process of financing their new vehicle to offer add-on warranties and GAP insurance
• Present and explain relevant insurance products in a clear manner
• Identify customer needs and matching them to the most appropriate cover options
• Handling objections effectively and professionally to guide customers through the decision-making process
• Adherence to Company and regulatory guidelines at all times
• Maintain accurate records of customer interactions using our internal platform
• Activating the insurance products through our third party’s platforms, ensuring accurate data input so that information is up to date and policies are activated correctly
• Taking payments and / or administering payment plans with customers for the purchase of any additional insurance products, ensuring appropriate solutions for the customers’ needs
• Meet or exceed monthly targets and KPI’s set by the company
• Ensure completion of required CPD hours within mandatory timeframes
• Keep up to date with product knowledge, compliance requirements and relevant training
• Deliver exceptional customer service whilst displaying our company values in every interaction with
customers
The Company reserves the right to vary or amend the duties and responsibilities of the post holder and any time according to the needs of the Company’s business.
