Sales & Customer Service Underwriter


Yorkshire: West Yorkshire.


£18,000 - £23,000

Job Reference


Job Profile

The role will involve driving new business and renewal sales, as well as handling a number of customer service responsibilities.  The company offers specialist insurance to contractors, consultants, freelancers, self-employed professionals, small charities and community groups. They offer a wide range of insurance cover, including professional indemnity, public liability, employers liability, D&O, property, occupational personal accident, legal representation and employment cover, and cyber.  They transact business directly with customers through their website, where customers can get a quote and purchase cover online, as well as through their team of insurance experts assisting customers over the telephone. They have ambitious growth plans to increase their presence in their target sectors.

Duties and accountabilities will include making outbound calls to customers - including those that have received a quote but not yet purchased, online quote referrals, re-engaging lapsed customers from previous years and renewal chasers with a view to converting these into business. Taking inbound calls from new and existing customers. Cross selling complementary products. Quoting, binding, renewing and taking payment for policies. Answering customer questions over the telephone and live chat. Handling online quote referrals as required within underwriting authority (new business and renewal). Handling mid-term adjustments and issuing renewal invitations. Handling administrative aspects of migrating customers from a legacy system to a new system.

Applicant Requirements

The successful candidate will have experience in insurance or financial services.  Experience of working to sales or retention targets in a telephony environment.  Excellent sales skills and an ability to identify cross sell opportunities.  A customer-focused approach and attention to detail.  A confident communicator with excellent numeracy and literacy skills.  Understanding of conduct risk and non-advised status.  Drive and enthusiasm for meeting deadlines.



Jayne Moss
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.

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