Insurance Sales Advisor Jobs Found 4 Jobs, Page 1 of 1 Pages Sort by:
Insurance Sales Apprenticeship
You will gain a nationally recognised Level 3 qualification for your relevant programme As part of this, you’ll spend one day a week studying with your dedicated trainer, who will support you every step of the way to ensure you're set up for success Take part in a year long structured development programme designed to help you build the skills and confidence needed to thrive in your role All of our apprentices take part in this programme, so you’ll have a group of peers to learn alongside Learn the foundations of insurance and sales through hands-on learning and structured apprenticeship training Enhance your understanding of insurance sales by supporting brokers with finding new clients and sourcing relevant insurance packages Strengthen your written communication by drafting professional email correspondence for clients Build your verbal communication skills by learning how to manage telephone calls with clients and insurers, assisting with their queries and capturing the required information Use your relationship management skills to act as a point of contact for clients and provide exceptional customer service Training Outcome: Following the 12 month apprenticeship programme, you will move into a insurance sales advisor permanent position Employer Description:From day one, our mission has been to create an independent business with a unique culture – one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success. People come to Howden for lots of different reasons, but they stay for the same one: our culture. That’s what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities – work/life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working ....Read more...
Technical Sales Advisor - Heating Products
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information About You Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years Screening QuestionsPlease ensure your CV demonstrates: Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Technical Sales Advisor - Heating Products
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information About You Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable) Additional Requirements Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years Screening QuestionsPlease ensure your CV demonstrates: Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful. ....Read more...
Project Administrator
JOB DESCRIPTION BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD! Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc. Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America. If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us. PROJECT ADMINISTRATOR This is a hybrid position (working both remote and onsite in Beachwood), and will support our Eastern Division. GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases. Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types. This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software. Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital. The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products. Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes. Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness. Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation. Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type. For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting. Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations. Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements. Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services. They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end. This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting. OTHER REQUIRED DUTIES: Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary EDUCATION: Business Management/Administration or equivalent combination of education and experience. EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage OTHER SKILLS AND ABILITIES: Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCAThe salary range for applicants in this position generally ranges between $60,000 and $66,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law. Benefits: Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...