Partner advisor bedfordview

• Maintaining Relationships with Dealers

Responsibilities and Duties To contact dealers and ensure relationship building to increase the number of leads received and ultimately sales made. Meeting minimum daily call targets. Adding new dealers to dealer book. Adding new dealers on CURA. Maintaining relationships with new and current dealers through calls, emails and via Whats App. Gathering information from clients in order to provide them with insurance quotes. Explain to customers about new products and benefits, ensure all knowledge of insurance products is up to date. Selling the relevant quote to the client and assisting them in making an informed decision regarding their insurance cover. Perform customer negotiations and reach a fair conclusion. Liaising with Underwriting: make sure the client has been transferred to Underwriting to get the policy underwritten. Ensure that all admin is completed daily. At all times, update Cura with all detai...