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Stephen Simpson

Stephen Simpson

Insurance Consultant

Calder Insurance

Leeds

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Calder Insurance

Insurance Consultant

Key Duties

* Issuing quotes on a variety of insurances and converting into sales
* Key Member of a small Team within a small Brokers
* Account Management and Cross selling specific products
* Call handling from both Clients and Insurance Companies
* Liasing between Insurers and Clients arranging policies and accident details.
* Cash handling,Target Lead work,Data Entry on "In house system",Ensuring accurate manual records up to date.

Bradford

Sales Executive

Key Duties

* Dealing with clients face to face and over the telephone
* Processing account adjustments and withdrawals in branch
* Cross selling Banks other products to new and existing customers
* Cash handling,Data Entry
* Advising on Mortgage and Investment opportunities

Coral Retail

Branch Manager