Client Sales Executive

Vero HR Ltd; Lancaster; Hybrid; GBP 26,000 - 30,000; Full time

Job summary

A dynamic insurance brokerage based in Lancaster seeks a driven insurance professional to join their New Business Broking Team. In this role, you'll manage a portfolio of SME clients, providing tailored insurance solutions while driving individual and team sales targets. The ideal candidate will have substantial sales experience, excellent communication skills, and the ability to handle multiple tasks efficiently. You will also have opportunities for career progression and development within a hybrid-working environment.

Benefits

Monthly bonus scheme up to £500

Free onsite parking

25 days holiday entitlement

Generous pension contributions

Discount on insurance products

Qualifications

• Sales experience in insurance broking or financial services is essential.
• Strong communication and interpersonal skills are required.
• Ability to handle clients professionally and manage enquiries efficiently.

Responsibilities

• Provide tailored insurance solutions to SME customers.
• Manage inbound leads and follow up for conversion.
• Drive organic income growth by identifying cross-sell and upsell opportunities.
• Collaborate with internal teams for seamless client experience.
• Maintain accurate records using Acturis.

Skills

Sales experience

Excellent communication skills

Interpersonal skills

Ability to manage multiple tasks

Proactive and commercially minded

Education

Willingness to work towards industry-standard qualifications (CII)

Tools

Acturis

Job description

About the opportunity

We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker.

We’re looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients’ sites in Lancaster, Swindon, or the surrounding areas.

This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You’ll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities

• Provide SME customers with insurance solutions to meet their individual needs.
• Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
• Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
• Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
• Maintain accurate records using Acturis
• Work towards industry-standard qualifications such as CII to support career progression.
• Meet and exceed individual and team sales targets.

Requirements

• Sales experience is essential; insurance broking or financial services experience is desirable.
• Excellent communication and interpersonal skills.
• Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
• Confident in handling clients and managing enquiries professionally.
• Ability to work under pressure, assimilate information quickly, and make informed decisions.
• Willingness to work towards industry-standard qualifications.

In return we are offering

• A salary of £26,500 – £30,000 per annum depending on experience.
• Monthly bonus scheme up to £500.
• Hybrid working following 6-month training programme.
• Free onsite parking.
• 25 days holiday entitlement with the option to buy additional holidays.
• Generous pension contributions.
• Comprehensive training and development opportunities.
• Discount on a range of insurance products for you and your family, including car and home insurance.

If you’re a driven sales professional looking to grow your career in a fast-moving SME insurance environment – we’d love to hear from you.