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New Business Insurance Advisor

Everywhen · Southampton

New
Permanent Hybrid Mid 🇬🇧 English
Microsoft Office CRM

Job description

About the role

Everywhen, the UK-based broking and advisory arm of the Ardonagh Group, is looking for an ambitious New Business Insurance Advisor to join its growing team in Southampton-Hedge End. The role is hybrid and focuses on generating and converting new business opportunities, helping clients find the right insurance solutions while contributing to the business's growth.

Key responsibilities

  • Make outbound sales calls to prospective clients using self-generated and company-provided leads
  • Identify and qualify new business opportunities through networking, referrals, marketing campaigns and lead generation
  • Build and manage a strong pipeline of prospective customers
  • Understand clients' insurance needs and recommend suitable solutions
  • Prepare and present quotations, explaining cover, terms and conditions
  • Follow up quotations and enquiries to maximise conversion
  • Maintain accurate customer records in the company CRM system
  • Work with insurers, underwriters and internal teams to deliver the best outcomes for customers
  • Meet and exceed agreed sales, activity and conversion targets
  • Stay up to date with products, market developments and regulatory requirements, and comply with FCA regulations and company standards

Required profile

  • Cert CII qualification, or willingness to work towards professional insurance qualifications
  • Knowledge of FCA regulations and insurance compliance requirements
  • Previous experience in insurance sales, telesales or a customer-facing sales environment
  • Proven experience in outbound calling and lead generation
  • Experience in commercial, specialist or personal lines insurance
  • Excellent communication, negotiation and relationship-building skills, and a target-driven mindset

Required skills

  • Competent use of Microsoft Office applications and CRM systems
  • Strong organisational and time management skills

What we offer

  • Permanent, full-time position with a 35-hour working week
  • 26 days holiday plus bank holidays, increasing with length of service
  • Career progression across the Ardonagh family and award-winning learning and development support
  • Pension scheme and 24-hour employee assistance support
  • Corporate perks such as discounted gym memberships, cinema and shopping vouchers, eyecare vouchers and cycle-to-work schemes
  • Volunteering day and community trust donation matching

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec Everywhen.
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Le contrat proposé est un Permanent basé à Southampton.

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Published 3 days ago

Expires 1 month from now

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Everywhen

Southampton