Job Overview
We are seeking a dynamic and motivated Insurance Broker to join our team and drive growth through expert client engagement and tailored insurance solutions. As an Insurance Broker, you will play a vital role in connecting clients with the right insurance policies, providing exceptional service, and expanding our market reach. This role offers an exciting opportunity to leverage your sales expertise, analysis skills, and bilingual abilities to make a meaningful impact in the insurance industry. You will be empowered to build lasting relationships with clients while working in a fast-paced, energetic environment that values initiative and professionalism.
Duties
- Develop new business opportunities through proactive B2B sales strategies, engaging with corporate clients to understand their insurance needs
- Analyze client requirements and risk profiles to recommend suitable insurance products that align with their objectives
- Manage client portfolios efficiently using Salesforce or similar CRM tools to track interactions, policies, and follow-ups
- Provide bilingual support (Spanish and English) to serve diverse client bases effectively and expand market reach
- Educate clients on policy options, coverage details, and claims processes to ensure informed decision-making
- Collaborate with underwriters and insurance providers to negotiate terms that benefit both the client and the company
- Maintain detailed records of client interactions, policy changes, and analysis reports for continuous improvement and compliance
Requirements
- Proven experience in B2B sales within the insurance or financial services sector is highly desirable
- Strong analysis skills to evaluate client needs, risk factors, and policy options accurately
- Proficiency with Salesforce or similar customer relationship management (CRM) platforms for effective client management
- Fluency in Spanish is required to communicate confidently with diverse clients and expand outreach efforts
- Excellent communication skills, both verbal and written, with a lively, engaging approach to client interactions
- Ability to work independently while collaborating effectively within a team environment
- A proactive mindset with enthusiasm for building relationships and driving sales growth
Join us as an Insurance Broker where your energy meets opportunity! Bring your expertise, bilingual skills, and passion for sales to help clients secure their futures while advancing your career in a vibrant organization dedicated to excellence.
Pay: £25,420.00-£63,537.36 per year
Benefits:
- Free parking
- Life insurance
- Private medical insurance
- Referral programme
Work Location: In person
