Policy Expert
Insurance
InboundSalesAdvisor
“Inbound Sales Advisor at Policy Expert. Skills: Sales, Customer Service. Helping customers purchase insurance policies. Delivering excellent service”
What You'll Achieve.
Achieve performance targets; Drive for productivity and performance goals
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
Experience in customer service, sales, or account management
What You'll Do.
Helping customers purchase insurance policies
Delivering excellent service
Understanding customer needs
Assisting with providing the right cover
Handling inbound calls relating to insurance policies (quotes
Upselling additional products
Engaging with customers via inbound and outbound calls
Meeting performance targets
Managing own diary efficiently
Following up with customers
Ensuring all actions meet FCA regulations and internal standards
Keeping customer records precise and up to date
Staying on top of product and industry updates
How You'll Work.
Team & Collaboration
Support across all areas of customer communication; Enhancing our collaborative culture; Being a positive team player who brings others along on the journey; Supporting a dynamic, supportive team that thrives on momentum and friendly competition; Celebrating wins and rallying around challenges together
Communication Scope
Great communicator
Applying for this Inbound Sales Advisor role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Policy Expert?
Real rants from real employees. Read before you apply.