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Commercial New Business Executive

Job description

Commercial Insurance New Business Executive

Location: Hybrid working in either Chelmsford, Ipswich, Plymouth, Penzance, Torquay or Dumfries offices.

Salary: £30,000 basic salary + Commission

Overview: Gerrard White are working with one of the UK's leading independent Lloyds broker to find a Commercial New Business Executive. You will play a crucial role in collaborating with regional hubs and the wider business to achieve Divisional and Group objectives, procedures, and standards. You will be responsible for swiftly responding to new business enquiries in line with processes and placement strategy, as well as contributing to the development of responses, strategies, and processes to optimize sales success.

Please note this role can only accept candidates with right to work in the UK and this position cannot provide sponsorship.

Responsibilities:

  • Drive and develop new business from existing client contacts, new introductions, and personal contacts.
  • Ensure timely responses to all inbound sales opportunities and manage client expectations effectively.
  • Share responsibility for achieving the business plan and budget of the Division.
  • Appropriately handle enquiries based on experience and expertise within the team.
  • Operate within company systems and procedures regarding service standards, documentation quality, credit control, and support of key insurance markets.
  • Verify policy documents for accuracy and breadth of cover.

Responsibility Within Division:

  • Oversee the new business tracker and allocate leads in the inbox.
  • Uphold standards to optimize all sales opportunities.
  • Collaborate with Regional Hubs and Lead Generators to develop effective triaging of lead opportunities.
  • Contribute to monthly Team Meetings, updating progress and key developments, and receiving feedback.
  • Understand and follow the Company's Training & Competence Scheme.
  • Complete identified and mandatory training and evidence required training and CPD hours.

Qualifications, Experience & Capabilities:

  • Ideally of minimum 3-5 years' experience in Commercial insurance throughout career
  • Committed to advancing CPD and professional qualifications appropriate to the role (Minimum Cert CII).
  • High standard of integrity with an ability to work in a highly regulated environment.
  • Excellent communication skills with proven experience in managing a team and dealing with staff issues and reporting requirements.
  • Ability to manage workloads, delegate tasks, and adhere to reporting deadlines.
  • Ability to develop and sustain relationships with clients, insurers, and colleagues.

How to Apply: If you are a dedicated and driven individual with the required qualifications and experience please apply today!

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