Commercial Account Handler (SME - New Business)

CKB Recruitment Ltd; Croydon; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Monthly sales incentive

8% employer-funded pension

Death-in-service cover

Income protection

Perks at Work platform

Job summary

CKB Recruitment Ltd is seeking a Commercial Insurance Account Handler for the SME New Business Team in Croydon. The role covers new business, renewals and customer enquiries, with hybrid working and a salary around £28,000–£32,000 plus a monthly sales incentive and excellent benefits.

You will build relationships with business owners, explaining insurance options and guiding them to the right cover while striving to meet sales and service targets.

Qualifications

• Two years of commercial insurance experience, ideally in SME or broker environments.
• Solid understanding of commercial insurance products and UK market.
• Ability to build rapport and manage enquiries, quotes and follow-ups.
• Experience using insurance e-trading platforms; Acturis is a plus.
• CII FIT qualification or willingness to work towards it.

Responsibilities

• Handle incoming sales calls and customer enquiries.
• Prepare and issue quotations, new business and renewal documents.
• Follow up leads and make outbound calls to convert opportunities.
• Understand customer insurance requirements and arrange appropriate cover.
• Work towards individual and team sales and retention targets.
• Build relationships with existing customers and identify growth opportunities.
• Maintain positive relationships with insurers and underwriters.
• Keep accurate records and meet service, quality and compliance standards.

Skills

SME/commercial insurance experience

Speak with business owners

Sales target driven

Organisation & attention to detail

Education

CII FIT qualification or willingness to work towards it

Tools

Acturis (advantage)

Job description

Commercial Insurance Account Handler - SME New Business Team

Croydon | Circa £28-£32,000 + Monthly Sales Incentive + Excellent Benefits | Hybrid Working

Already have a couple of years' experience in SME or commercial insurance? Enjoy speaking with business owners, understanding what they need and helping them find the right cover?

This is an opportunity to put your commercial insurance knowledge and relationship-building skills to work in a role covering new business, renewals and customer enquiries. You'll be rewarded for delivering sales results alongside high standards of customer service.

The role

You'll help small and medium-sized businesses protect their assets and liabilities, guiding customers through their insurance options and providing clear, helpful advice over the telephone.

Your responsibilities will include:

• Handling incoming sales calls and customer enquiries.
• Preparing and issuing quotations, new business and renewal documentation.
• Following up leads and making outbound calls to convert opportunities.
• Understanding customers' insurance requirements and arranging appropriate cover.
• Working towards individual and team sales and retention targets.
• Building existing customer relationships and identifying opportunities to develop their business.
• Maintaining positive relationships with insurers and underwriters.
• Keeping accurate records and meeting service, quality and compliance standards.

What we're looking for

Ideally, you'll bring around two years commercial insurance experience, gained within an insurance broker or a relevant insurance sales environment.

You'll also have:

• A good understanding of commercial insurance products and the UK insurance market.
• A confident, professional telephone manner and the ability to build rapport.
• Experience working towards sales targets while keeping customers' needs central to your approach.
• Strong organisation and attention to detail when managing enquiries, quotations and follow-ups.
• Experience using insurance e-trading platforms. Acturis would be an advantage, but isn't essential.
• A CII FIT qualification, or a willingness to work towards it.

Salary and benefits

• Circa £30,000 basic salary.
• Monthly sales incentive, based on performance and quality assurance.
• 8% employer-funded, non-contributory pension.
• Death-in-service cover.
• Income protection.
• Access to the Perks at Work benefits platform.

Working hours and hybrid arrangements

Hours are Monday to Thursday, 9am-5.30pm, and Friday, 9am-5pm.

The current hybrid pattern includes three office days each week: Monday, Wednesday and Friday. The business would ideally like someone who is open to attending the office more frequently when needed.