Commercial Account Handler (SME - New Business)

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

Benefits offered by this job

8% employer-funded pension

Death-in-service cover

Income protection

Perks at Work

Hybrid working

Job summary

CKB Recruitment is recruiting a Commercial Insurance Sales Handler for its SME telephony team in Croydon. You will handle new business, renewals and customer enquiries, guiding business owners through insurance options and delivering sales results with high customer service standards.

The role covers quotations, following up leads and building relationships with insurers. Ideal for candidates with ~2 years in SME/commercial insurance and a proactive sales approach.

Qualifications

• Two years of commercial insurance experience in a broker or sales environment.
• Understanding of UK commercial insurance products and market.
• Confident telephone manner with ability to build rapport.
• Experience using insurance e-trading platforms; Acturis is advantageous.

Responsibilities

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

Skills

Commercial insurance experience

Telephone sales

Customer service

Sales targets

Education

CII FIT qualification

Tools

Acturis

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?

CKB Recruitment is working with an insurance broker to recruit a Commercial Insurance Sales Handler for its SME telephony team in Croydon.

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 want someone who is open to attending the office more frequently when needed.