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Specialist Account Manager

Job Title: Specialist Account Manager
Basic Salary: £23,000
Realistic Earning Opportunity: In the region of £40,000
Hours: Full Time
Location: Branksome, Poole

Protect Line are a fast-moving and Life insurance brokerage. Winning ‘Protection Firm of the Year’ twice in the last 5 years means we’re extremely passionate about remaining sustainable yet innovative and dynamic. We are trusted by some of the UK’s leading providers to tailor protection policies to suit consumer needs on a non-advised basis.

Our people are our most valuable asset and that starts with you, we believe in investing in everyone we employ, this is achieved through an encouraging, candid and unique relationship.

You will be joining us at an extremely exciting time where we are looking to grow our ‘Specialist Protection’ Team. This team is responsible for finding cover for people who may have been turned down or refused insurance before due to medical or lifestyle reasons. We believe it’s vitally important that these people are helped wherever possible to find protection for the people who mean most in their life.

Therefore we are seeking talented individuals equally passionate about providing protection for varied customers using their skill, desire to succeed and positive attitude.

Key Requirements:

  • Background in sales / business development
  • Knowledge of customer service principles
  • Motivated with a strong desire to exceed targets
  • Resilient, positive and professional attitude
  • Articulate, organised and customer focused
  • Work confidently on our bespoke CRM system and Microsoft office
  • A strong ability to retain information to memory for use with future clients

Key Responsibilities:

  • Build strong relationships with existing clients that have been refused cover
  • Overcome customer concerns and use listening and influencing skills to help the customer find the right product for their needs.
  • Gathering information by building rapport and asking open ended questions whilst following our sales process
  • Achieve personal and team sales targets through converting warm leads
  • Capture and accurately record information into client applications including at times complex medical information where attention to detail is vital.
  • Visualise and demonstrate our company ethos of putting the customer first abiding by KPIs and FCA regulations.

About You:

We’re passionate about helping you to achieve your goals, whether that is internal progression, saving for a mortgage or simply buying that one thing you’ve always wanted. We will provide you with the tools and invest in your development to help you realise your potential. We are looking for self-starters searching for more than "just a job”, eager to invest in themselves and develop professionally.

What We Offer:

This unique position not only provides a competitive salary, you can expect:

  • Protect Line A List Business Card providing you with hundreds of discounts at local restaurants, bars, clubs, salons plus much, much more.
  • Innovative incentives
  • No weekend working
  • Christmas and birthdays off plus an annual holiday allowance
  • Plenty of local offsite parking
  • We are as passionate about protecting our staff and their families as we are our customers so every employee gets free life cover
  • Childcare Vouchers
  • Company Pension Scheme


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