Sales Executive

FMB Insurance
Ely, Cambridgeshire
Up to £20,000 plus attractive commission offering. Excellent pension package.
15 Sep 2020
15 Oct 2020
Contract Type
Full Time

JOB TITLE:              Sales Executive

REPORTING TO:    Sales and Business Development Manager

LOCATION:              Ely

JOB PURPOSE:      To generate business (sell) for the range of FMB insurance products


1.    Generate business using a variety of methods (including but not limited to telesales, the web and attending trade fairs etc)

2.    Invite policy renewals for Contractor’s Liability Insurance and work with the Sales and Business Development Manager to ensure consistently high renewal/retention rates through maintenance of good client relationships.

3.    Ensure that targets are being reached and assist with the identification of new business opportunities.

4.    Processing of insurance policies and relevant banking requirements ensuring compliance with FCA and Lloyd’s requirements.

5.    Maintain contact with new clients to ensure continued loyalty and repeat business. 

6.    Have a detailed knowledge of all other products available in order to cross sell.

7.    Maintain accurate records of information sent, contacts made, quotations provided, enquiries received etc.

8.    To safeguard members and others personal data, in accordance with all relevant Data Protection legislation, including the General Data Protection Regulations (GDPR) in force from May 2018. To participate in all training and guidance offered by FMB on GDPR, and to keep this knowledge up to date.

Other duties

1.    Provide office cover as required, responding to general enquiries whether made by telephone, email or letter.

2.    Cover for the absence of the Sales Executives, by providing cover for critical activities.

3.    Undertake any other duties which reasonably fall within the remit of the role.


This job description is not intended to be either prescriptive or exhaustive. It is issued as a framework to outline the main areas of responsibility at the time of writing.  Your manager will, in discussion with you, review the job description from time to time. It is the FMBs intention to work with you to update and incorporate changes to your job description as required. However, if agreement cannot be reached, the FMB reserves the right to impose changes.


Person Specification


Good standard of English (to GCSE or equivalent)

Computer literacy (competent use of email, Word for routine and semi-routine letters; excel for producing standard reports; data entry)

Understands FCA compliance requirements and limitations of the role

Able to develop a good understanding of the range of insurance products offered by FMB Insurance


Proven experience of administration within a sales environment

Experience of working within a small organisation

Skills and aptitudes

Excellent attention to detail

Good customer service skills, able to deal with callers and claimants in a polite and efficient manner

Skilled at recognising work priorities and organising own time

Able to work within a small team

Self sufficient whilst recognising when to refer matters

Special conditions

Satisfies any requirements of the Financial Conduct Authority


Experience of sales administration within insurance

Cert CII

Knowledge of the construction sector

Experience of working with SMEs

Experience of having worked within an MGA

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