Sales Representive - Insurance Broker

About the role:

As a Sales Representative, you will provide quotations for New Business and be a referral point for the Trainees. The role requires dealing with clients in the branch for the Clegg Gifford brand, over the phone and via e-mail to ensure sales and retention targets are maximised, through the provision of efficient communication & negotiation skills.

Based out of one of the following offices:

• Birmingham
• Brentwood
• Peterborough

You will:

• Provide excellent customer service and efficiently generate new business in a target-driven environment.
• Answer and handle phone calls promptly and efficiently.
• Calculate premiums according to insurance carrier guidelines.
• Understand and follow processes to offer suitable product quotations.
• Ensure product information is clear and allows informed customer decisions.
• Validate client details (e.g., ID, driving license, claims history) for submission to underwriters.
• Manage leads and schedule follow-up calls using CRM software to meet sales targets.
• Maintain accurate records of customer interactions.
• Attend client meetings as needed.
• Contribute to team goals by identifying gaps and upselling.

About you:

• Strong communicator, able to explain complex insurance terms clearly to clients and insurers.
• In-depth understanding of the UK insurance market, including trends, risks, and regulations.
• Skilled at assessing diverse client needs, industry risks, and business goals.
• Highly organized, with the ability to prioritize and complete tasks efficiently.
• Positive, enthusiastic, and motivating in your approach to work.
• Experience in a broking or underwriting environment.
• Cert CII qualification is a plus.