Pre Sales Representative

Posted 12 Days Ago
Be an Early Applicant
Stonehouse, Gloucestershire, England, GBR
In-Office
Entry level
Insurance
The Role
Make outbound calls to warm leads, arrange insurance quotation meetings for sales executives, handle inbound calls, follow up via email/SMS, capture client data, and maintain accurate records in Acturis and Excel while upholding CRM data hygiene.
Summary Generated by Built In

PIB Insurance Brokers (part of PIB Group) is a dynamic insurance broker looking for someone to start their career in financial services and/or sales, who brings a high level of energy and confidence to contact clients and arrange for insurance quotations to be discussed with a member of our sales team.

No insurance experience is required; ideally, you will have some office or administrative experience, but this is not essential.

What you’ll be doing:

  • Contacting warm leads to introduce the business and arrange insurance quotations with a member of the sales team.

  • Receive and route inbound calls professionally and efficiently.

  • Follow up enquiries via email and SMS with clear, concise messaging.

  • Capture essential client information and transfer to Sales Executives.

  • Maintain accurate records in Acturis and Excel; uphold CRM/data hygiene.

What we’re looking for:

  • High energy; resilient; goal‑oriented.

  • Clear communicator; able to converse at all levels.

  • Organised multitasker; quick learner; takes pride in work.

  • Team player with appetite to progress and develop.

What You Will Get:

  • Close knit and very supportive team with high morale.

  • Great bonus and development opportunities.

  • Competitive package and benefits.

Why PIB Group?

PIB Group is one of the UK’s fastest-growing insurance businesses, offering real career progression, professional development, and a collaborative culture where your work truly matters.

We encourage our people to be collaborative, with entrepreneurship at our core. We are a fast-paced, growing organisation and an exciting place to be.

We also value ambition and creative thinking. You don’t have to tick every box to apply, if you bring fresh ideas and a drive to grow, we’d love to hear from you!

Inclusion & Accessibility

We are an equal opportunities employer, committed to hiring a diverse and inclusive workforce. We do not discriminate on the basis of race, colour, gender, religion, disability, age, sexual orientation, or any other characteristic protected by law.

If you need this job advert in any other format or require any adjustments for your application or during the recruitment process, please reach out to [email protected]

#LP

Skills Required

  • Maintain accurate records in Acturis and Excel; uphold CRM/data hygiene
  • Comfortable handling inbound and outbound calls and routing enquiries professionally
  • Follow up enquiries via email and SMS with clear, concise messaging
  • High energy, resilient, and goal-oriented
  • Clear communicator able to converse at all levels
  • Organised multitasker and quick learner
  • Team player with appetite to progress and develop
  • Office or administrative experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
2,973 Employees

What We Do

Since our formation in 2015, PIB Group has been on a mission to create a leading position in the provision of specialist insurance solutions across the UK market and beyond. It’s been an exciting journey as we’ve remained focused and committed to delivering everything that we set out to achieve. We’ve been growing rapidly through acquisition, and by employing outstanding individuals with a wealth of knowledge and experience across the insurance market. By bringing together companies and individuals recognised as leaders across a range of specialist markets, PIB can draw on their vast expertise and insights which in turn enables customers to enjoy the highest levels of service. That journey has led to PIB Group today being a highly diversified insurance distribution consolidator focusing on specialist commercial lines and non-standard personal lines products with deep expertise across both direct and B2B distribution through its broking, underwriting and network divisions. In 2021, PIB Group secured further investment from Apax partners (the ‘Apax Funds’) and re-investment from PIB’s existing investor since 2015 The Carlyle Group. The investments enable PIB to continue our ambitious growth plans.

Similar Jobs

Sailor Health Logo Sailor Health

Care Coordinator

Healthtech • Social Impact • Telehealth
In-Office or Remote
6 Locations
20 Employees

Atlassian Logo Atlassian

Manager, Account Executives, Enterprise (Emerging Markets)

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
In-Office or Remote
London, Greater London, England, GBR
11000 Employees

Atlassian Logo Atlassian

Sales Executive

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
In-Office or Remote
London, Greater London, England, GBR
11000 Employees

Atlassian Logo Atlassian

Solutions Engineer

Cloud • Information Technology • Productivity • Security • Software • App development • Automation
In-Office or Remote
London, Greater London, England, GBR
11000 Employees

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account