Key requirement
- 3-5 years’ experience in insurance broking
- Ability to work remotely and independently
- Experience in Business insurance and or Life insurance preferred
- Strong communication, negotiations and closing skills
- confident working with sales targets and KPIs
- Strong follow-up and CRM management skills
- Relevant insurance qualifications and certifications highly regarded
Key responsibility
- Contact and manage allocated leads
- Understand client needs across business and life insurance
- Prepare and present quotations and insurance options
- Follow up leads, quotes and outstanding information through to conversion
- Liaise with insurers, underwriters and internal teams where required
- Maintain strong relationships with referral partners by providing timely updates on referred clients and ensuring consistent communication throughout the process
- Maintain accurate CRM notes, follow-ups and pipeline activity
- Cross-sell suitable additional insurance products
- Meet individual sales, conversion and revenue targets
- Provide professional ongoing service to clients throughout targets
Key KIPs
- Lead-to-sale conversion rate
- New business revenue/GWP
- Quote conversion rate
- Speed and consistency of lead follow-up
- Cross-selling performance
- CRM and pipeline management