Hybrid Commercial Insurance: New Business Support Pro

Confidential; Shirley; Hybrid; GBP 27,000 - 32,000; Full time

Job summary

Confidential is recruiting for a Commercial Insurance Account Handler - New Business Support in the West Midlands. This hybrid role requires managing your own enquiries and supporting experienced New Business Executives, with client-facing activity and insurer engagement.

You will handle enquiries from initial fact-finding through to quotation and completion, typically for smaller premiums, while assisting the team to progress opportunities and develop new business.

Qualifications

• Experience in commercial insurance broking.
• Ability to gather information and obtain quotations.
• Strong organisational skills and prioritisation.
• Comfortable liaising with clients and insurers.

Responsibilities

• Own incoming commercial insurance enquiries from start to finish.
• Interview clients to understand requirements and gather needed data for quotes.
• Obtain quotations via insurer portals, Acturis eTrade, and manual submissions.
• Liaise with insurers to obtain terms and progress opportunities.
• Support New Business Executives with risk presentations and submissions.
• Follow up with clients and insurers to move enquiries forward.
• Maintain accurate client records and pipeline in Acturis.
• Manage client onboarding, policy docs, invoicing and premium finance admin.
• Coordinate follow-ups and admin across the New Business team.
• Build strong relationships with clients and insurers and deliver excellent service.

Skills

Commercial Insurance

Client interaction

Insurer liaison

Organisation

Acturis

Tools

Acturis

Acturis eTrade

Job description

Confidential is recruiting for a Commercial Insurance Account Handler - New Business Support in the West Midlands. This hybrid role requires managing your own enquiries and supporting experienced New Business Executives, with client-facing activity and insurer engagement.

You will handle enquiries from initial fact-finding through to quotation and completion, typically for smaller premiums, while assisting the team to progress opportunities and develop new business.