New Business Account Handler

Scouts; Lancing; Hybrid; GBP 27,000; Full time

Job summary

A well-known charity insurance provider in the United Kingdom is looking for an enthusiastic New Business Account Handler to join their Lancing team. This hybrid role involves engaging with prospective charity clients, offering tailored insurance solutions, and achieving growth through converting enquiries into new business. The ideal candidate will excel in client communication and have a strong sales ability, contributing significantly to the company's success in the charity sector.

Qualifications

• Experience in client-facing roles.
• Ability to provide tailored advice and solutions.
• Strong understanding of insurance products.

Responsibilities

• Understand charity clients' requirements and provide tailored advice.
• Convert enquiries into new business by achieving set targets.
• Manage the full process from enquiry to policy documentation.

Skills

Client relationship management

Communication skills

Sales ability

Job description

New Business Account Handler

Location : Lancing, West Sussex, BN15 8UW (Hybrid – minimum 3 days in the office)

Contract Type : Permanent

Hours : 35 hours per week

Salary : £26,199 per annum, Band C, Level 3

About the Role

We're looking for an enthusiastic and confident New Business Account Handler to join our team. You'll play a key role in driving growth by developing new insurance business for small and medium-sized charities.

This is a client-facing role where you'll help organisations understand their insurance needs and guide them toward the right cover, all while delivering a high-quality, personalised service.

What You'll Be Doing

• Speaking with prospective charity clients to understand their requirements
• Providing tailored advice and preparing accurate quotes
• Converting enquiries into new business and achieving set targets
• Cross-selling and up-selling to support wider business growth
• Managing the full process from initial enquiry to policy documentation

Key Responsibilities

• Handle new business enquiries from start to finish
• Follow up on leads generated through campaigns and marketing activity
• Match client needs to suitable insurance products

Ens...