Careers

Careers at Watkin Davies

We're always keen to hear from professional and ambitious people. If you'd like to join our team, please see the current vacancies below. If you can't find the right vacancy today, you can still complete your details and upload a CV and we will be in contact if another vacancy arises.

 


Current Vacancies

Job Title: Personal Lines Insurance Account Handler

We are looking for an experienced Insurance Sales Advisor to provide a first class service and support to our Personal Insurance clients. The role will include new policy sales, servicing of existing customers, and working to retain renewals.

This exciting office based role will appeal to a highly professional individual with strong relationship building, sales, and account management skills who is seeking to join a successful team and develop their career.

Key Responsibilities

  • Servicing of existing customers with retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.
  • Deliver personal and team sales targets
  • Identify and convert sales and cross sales opportunities
  • Provide quotations and ensure conversion of new business and create system records
  • Provide professional and accurate customer service
  • Ensure that all system records are up to date and accurate following all client contact
  • Check all insurance documentation is correct
  • Resolve queries and issues raised with all customers
  • Capture data accurately

Skills & Experience:

  • Proven sales and/or account management experience via telephone and email
  • Previous insurance broking experience desirable
  • Able to demonstrate ambition and desire to succeed
  • Professional manner
  • Customer service orientated 

Please complete your details below and upload a CV if you would like to apply for this vacancy.

Upload your CV to us
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When you have completed all of the fields above, click submit to send your application to us. We will review your details and get in contact with you.

About Company

Watkin Davies Insurance Consultants are one of Wales’ largest Independent Insurance Brokers, established in 1978 by Roger Watkins. Since this time we have become one of the leading Commercial and Personal Insurance Brokers in the region and the trusted insurance advisor to hundreds of Welsh and UK businesses and individuals.

Copyright © 2017 Watkin Davies Financial Services Ltd

Head Office

15 & 19 Penlline Road
Cardiff, CF14 2AA
029 2062 6226

Opening Hours

  • Monday-Friday: 9am to 5.30pm
  • Saturday: 9am to 1pm
  • Sunday: Closed