Pre Sales Representative
TLDR
Contact warm leads to arrange insurance quotations with the sales team, and maintain accurate CRM records in Acturis and Excel.
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 recruitment@pib-insurance.com
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Benefits
Health Insurance
Competitive package and benefits.
Learning Budget
Great bonus and development opportunities.
Remote-Friendly
Close knit and very supportive team with high morale.
PIB Group Services Ltd. specializes in providing software and digital solutions tailored specifically for the retail automotive industry. We serve businesses looking to enhance their operational efficiency and customer engagement through innovative technology.