New Business Account Handler – Insurance

About the role

We are looking for a confident, driven New Business Account Handler to expand our specialist insurance offering for small and medium‑sized charities. You will act as the primary client‑facing representative, building relationships, understanding unique insurance needs and delivering tailored solutions.

Key responsibilities

• Engage with prospective charity clients to assess their insurance requirements.
• Provide clear, tailored advice and produce accurate, competitive quotations.
• Convert enquiries into new business while meeting set targets.
• Identify cross‑selling and up‑selling opportunities to support growth.
• Manage the full client journey from initial enquiry to policy documentation.
• Handle new business enquiries from first contact through to completion.
• Proactively follow up leads generated through marketing campaigns.
• Match client requirements with suitable insurance products and ensure all documentation is accurate, compliant and professionally presented.
• Build long‑term, trust‑based relationships through outstanding client service.

Required profile

• Experience within commercial insurance.
• A positive, proactive, client‑focused mindset.
• Strong communication skills with the ability to build rapport and explain solutions clearly.
• Confidence working towards goals and achieving targets in a supportive team environment.
• Cert CII qualification, or progress toward achieving it.

Required skills

What we offer

• A supportive, inclusive, and collaborative team environment.
• Ongoing learning and professional development opportunities.
• 28 days annual leave, rising to 32 days after 2 years, plus additional time off over Christmas.
• Flexible working options to suit you, your role, and your team.
• Double‑matched pension scheme, up to 10% employer contribution.
• Family‑friendly approach with generous family leave policies.