Tenant Insurance Sales & Retention Executive

To sell tenants insurance directly to customers through outbound and inbound calls using leads from within the Let Alliance business. You will use your bubbly personality selfmotivation and strong drive for results to convert leads retain policies and consistently meet or exceed sales and quality targets even in a fastpaced highpressure environment.

Key Responsibilities

• Build warm engaging relationships with our customers using your bubbly and confident communication style to understand their needs and match suitable products and services.
• Sell insurance policies and retain existing business through a mix of outbound calling and inbound calls using leads provided from agents and other areas of the business.
• Meet or exceed individual sales retention and activity targets and contribute to the wider team and business unit goals.
• Retain or generate additional income for the business at every appropriate opportunity to support growth of the back book - including renewing policies and saving business from cancelling.
• Approach each day as a fresh challenge demonstrating high levels of energy resilience and enthusiasm particularly during busy or highpressure periods.
• Work using agreed scripts/call guides while adapting your style to each customer ensuring conversations are both compliant and engaging.
• Take ownership and responsibility for your workload pipeline and performance maintaining focus and selfmotivation to deliver results.
• Keep fully up to date with the newest offers available and savings that can be made as a Let Alliance customer using this knowledge to support sales and retention.
• Achieve or exceed targets on all quality assessments ensuring calls meet regulatory requirements and internal standards.
• Work closely with all departments to deliver exceptional service and seamless customer journeys.
• Provide feedback and suggestions to the Customer Development Team to help refine campaigns processes and customer experience.
• Input accurate data into all necessary logs trackers and databases to record activity outcomes and customer details providing clear MI and audit trails.
• Report any problems encountered to your Team Leader or in their absence to a supervisor.
• Identify and recommend improvements to current working practices as required.
• Prepare for and participate in monthly performance reviews annual performance and development appraisals and team meetings.
• Carry out any other tasks as directed by Team Leaders or the Manager.

Conduct Rules and Fitness & Propriety

All PIB employees are expected to conduct themselves with integrity and professionalism placing the customer at the centre of all we do and in line with our culture.

You must actively contribute to PIB Groups commitment to:

• The delivery of good customer outcomes.
• The prevention of foreseeable customer harm.
• The adherence to all regulatory requirements for the role.

• Maintain your fitness at an appropriate level to undertake your role in a sound and prudent manner at all times - including experience knowledge skills and professional qualifications (where appropriate) and CPD.
• Maintain your propriety at all times - good repute honesty integrity and financial soundness - and advise the firm of any changes in circumstances and conflicts of interest that could materially affect your fitness or propriety.
• Have undertaken or are undertaking all relevant training.

Compliance with Fitness & Propriety requirements will be evidenced through PIBs annual checks ( soundness) annual performance reviews and completion of your Fitness & Propriety Declaration.

Education/Qualifications (Essential)

GCSE in English Language and Maths (or equivalent);

Computer literate

Experience and Knowledge

Previous customer service experience;

Proven sales experience;

Experience of working to targets

Experience in a fast paced target driven environment

Experience of regulated products; (Desirable)

Nonadvised/advised selling; (Desirable)

Financial/insurance experience (Desirable)

Skills/Aptitude

Bubbly engaging telephone manner;

Customer centric;

Excellent communication skills;

Influencing skills;

Organisational skills;

Strong people skills;

Able to thrive under pressure in a fastpaced targetdriven environment

Presentation skills (Desirable)

Attitude

Results orientated;

Selfmotivated;

A natural go getter;

Positive and resilient;

Team player

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