Deacon Outbound Lead Creation Executive

Reports to:  New Business Sales Manager

Job Purpose:

To outbound phone dormant and new clients (both broker and managing agents) and generate leads on Deacon specific property insurance products. Whislt  maximising opportunities for selling/cross selling of all products and services available within Deacon.

To demonstrate knowledge of the current market conditions in the manging agent/broker industry. Demonstrate knowledge of Deacon and its competitors products ensuring credibility with clients and re affrirming our key differences with the aim to make them a Deacon Customer

Main Tasks and Responsibilities:

• Always represent the company in a positive manner

• Build awareness that the needs of our customers are paramount in our minds

• Providing customers with a service that meets their requirements, building rapport to achieve a positive, professional customer experience that supports brand image

• Actively listen and question the customer to confirm understanding of the reason for contact

• Keep up to date with products and pricing to ensure correct information is given to customers

• Handling transferred calls and identifying potential sales opportunities

• Update systems accurately, with relevant information

• Manage after call activities to the agreed company standard

• Keep up to date with system and telephony requirements, allowing effective report to be produced

• Working as a team to create an infrastructure that results in the effective promotion of company products and services

• Any other duties that the company may reasonably ask you to perform which are within your expertise and skill sets

• Meet and overachieve targets and aims of the department

Core Competencies  (including qualifications):

• PC Literate (eg Word & Excel)

• Confident team player with excellent communication skills

• Demonstrates good listening skills through appropriate questioning, quickly securing understanding of the customer’s needs, keeping questions and responses focussed on those needs

• Communicates fluently and with confidence, adopting a tone and language style appropriate to the customer, without supervision

• Strives to achieve results through a positive, constructive and consistent approach

• Visibly demonstrates enthusiasm and positive behaviour

• Respects and values others, considering the impact of actions on other members of the team, taking pride in being part of the team

PERSON SPECIFICATION –

Education / Qualifications

GCSE C or above or equivalent

Essential

GCSE in English Language and Maths (or equivalent)

Education / Qualifications

Desirable

Diploma or Degree

CII or FIT

Experience / Knowledge

Essential

Sales experience

Experience of working to targets

Campaign or outbound calling experience

 

Experience / Knowledge

Desirable

Knowledge of insurance market

Skills / Aptitudes

Essential

Sales skills

Excellent communication skills

Influencing Skills

Skills / Aptitudes

Desirable

Organisational skills

People skills

Personal Attributes

Essential

Results orientated

Self motivated

Clear internal customer insights