Client Advisor

Stride Resource Management Ltd; Burgess Hill; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A growing independent insurance broker in West Sussex is seeking an ambitious New Business Advisor to join their commercial team. In this role, you will generate and convert new commercial insurance opportunities while building long-term client relationships. The ideal candidate has experience in insurance sales, excellent communication skills, and a strong understanding of SME insurance products. The position offers a salary between £30,000 and £35,000 per annum plus benefits, including hybrid working and professional development opportunities.

Benefits

£30,000 - £35,000 per annum

Performance bonus

25 days annual leave plus bank holidays

Company pension and life assurance

Ongoing professional development

Qualifications

• Experience in a commercial insurance or sales-focused role.
• Understanding of SME and mid-market insurance products.
• Experience with Acturis is an advantage.

Responsibilities

• Prospect new commercial clients through leads and activity.
• Quote and place new business across commercial insurance products.
• Negotiate competitive premiums and bespoke cover with insurers.
• Ensure compliance with company and FCA standards.

Skills

Insurance sales experience

Client-facing communication

Negotiation skills

Attention to detail

Motivation for results

Education

Cert CII qualified or working towards

Tools

Acturis or similar systems

Job description

We're delighted to be supporting a successful and growing independent insurance broker in West Sussex, who are seeking an ambitious New Business Advisor to join their commercial team.

This is an exciting opportunity for someone with experience in insurance sales or broking to take on a proactive, client-focused role within a friendly and professional environment.

The Role

As a New Business Advisor, you'll play a key role in generating and converting new commercial insurance opportunities. Working closely with the wider team, you'll identify prospects, provide expert advice, and deliver tailored insurance solutions to meet client needs.

Key Responsibilities

• Prospecting and converting new commercial clients through inbound leads and outbound activity
• Quoting and placing new business across a range of commercial insurance products
• Building strong relationships with new clients to establish long-term partnerships
• Liaising with insurers to negotiate competitive premiums and bespoke cover
• Maintaining accurate records and ensuring compliance with company and FCA standards
• Working closely with Account Handlers and Executives to ensure a smooth client handover

About You

• Previous experience in a commercial insurance or sales-focused role (broker or insurer side)
• Strong understanding of SME and mid-market insurance products
• Confident communicator with excellent client-facing skills
• Motivated by results, service quality, and career progression
• Highly organised with strong attention to detail
• Cert CII qualified or working towards (support provided)
• Experience with Acturis or similar systems is an advantage

What's on Offer

• Salary: £30,000 - £35,000 per annum + performance bonus
• Hybrid working available (after training period)
• 25 days annual leave plus bank holidays
• Company pension and life assurance
• Ongoing professional development and full CII qualification support
• Collaborative, supportive, and ambitious team culture
• Genuine progression opportunities as the business continues to expand

If you're a driven New Business Advisor looking to build your career with a reputable and fast-growing insurance broker, this is a fantastic opportunity to join a business that rewards performance and invests in its people.

Apply today or contact us for a confidential discussion about the role.