Howden
New Business Adviser
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About Us
Here at Howden, we pride ourselves on doing the heavy lifting. As an insurance broker, we work with a selected panel of insurers, making comparing multiple policies simple and easy. We provide a personalised service, focused on getting to know our clients and exactly what they want from their cover. We understand that each policy needs to be individual and that's why we pride ourselves on the personalised service. Our continued growth has created several opportunities across the New Business PMI Team.
Role Description
You will be responsible to convert PPC leads into sales, providing expert and compliant advice to these clients. Target and results-driven candidates thrive in this role. We offer full training to allow you to learn all about us, our products, and ways of working to become a recognised expert in the Private Health Insurance field.
Knowledge
- Undergo initial product training and pass initial tests and annual tests thereafter.
- Keep up to date with insurer/product changes & attend a monthly training meeting to ensure you are always providing accurate advice.
- Keep up to date with all compliance and regulatory matters that you are made aware via your compliance manager.
- Attend monthly insurers training sessions/private reading as well as completing training forms relating to the training sessions.
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Skills Required
- Excellent communication and interpersonal skills.
- Organisational skills.
- IT literate with good typing skills and confident using a range of programmes including email, word, and spreadsheets.
- Time management skills and the ability to prioritise their workload effectively.
- Able to work with a team, take direction from others, and collaborate effectively.
Key Responsibilities
- Call and work to the best of your ability your assigned leads, this includes but is not limited to your not sets, no-contacts, quoted clients, phone quotes while maintaining a high number of outbound calls.
- Achieve monthly, and quarterly sales targets.
- Complete all supporting paperwork such as Fact finds, Quote Illustrations, emails, letters, databases, filing systems, and all relevant paperwork to a high standard.
- Ensure databases are kept up to date with adequate notes.
- Ensure customers receive a service that meets their needs and supporting customers should they need assistance.
- Providing clear information about products and terms & conditions so it is easy for customers to make informed decisions.
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Location
- Tunbridge Wells
- Please note: Your first 3 weeks of training will be located between our Dartford and Tunbridge Wells office. You will then move to the Tunbridge Wells office.
- Following completion of probation (6 months), you can work on a Hybrid basis of 2 days from home, 3 days in the office.
Desired Skills and Experience
- Excellent communication and interpersonal skills.
- Organisational skills.
- IT literate with good typing skills and confident using a range of programmes including email, word, and spreadsheets.
- Time management skills and the ability to prioritise their workload effectively.
- Able to work with a team, take direction from others, and collaborate effectively.
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