New Business Account Handler

Lawes Consulting Group; West Midlands; Hybrid; GBP 34,000 - 46,000; Full time

Job summary

Lawes Consulting Group is seeking a New Business Account Handler in Warwickshire (Hybrid) to manage online enquiries, gather client information, and support quotations and submissions to insurers. The role focuses on delivering high-quality client service within a fast-paced team environment.

The ideal candidate has insurance administration experience, strong communication skills, and a proactive approach to handling multiple inquiries while ensuring FCA compliance and accurate record-keeping.

Qualifications

• Experience in insurance sales support or new business environments.
• Ability to gather information for quotations and submissions.
• Familiarity with insurer portals or Acturis is advantageous.
• Understanding FCA compliance and client data protection requirements.

Responsibilities

• Be the first contact for new business enquiries received via the website and manage the funnel to quotation.
• Gather client information and complete initial fact-finding for quotations.
• Support New Business Executives with risk presentations and market submissions.
• Obtain quotations through insurer portals and manual submissions.
• Maintain accurate records in Acturis and other internal systems.

Skills

Communication

Customer service

Organisational skills

Time management

Proactivity

Attention to detail

Multitasking

Stakeholder liaison

Insurance knowledge

System navigation

Team player

Commercial awareness

Career development

Job description

Job Title: New Business Account Handler

Salary: £40,000

Location: Warwickshire - Hybrid

PURPOSE OF ROLE

An exciting opportunity has arisen for a New Business Account Handler to join a growing insurance team. This varied role will support the New Business function by managing website-generated enquiries, coordinating administration and assisting with the preparation of quotations and market submissions. Working closely with New Business Executives, you will help ensure prospective clients receive a high standard of service while keeping enquiries moving through the sales process. The role is ideal for someone who enjoys a combination of client interaction, insurance administration and working within a fast-paced team. There is also genuine long-term career progression available, with the opportunity to develop into a New Business Executive position in the future.

RESPONSIBILITIES

• Act as the initial point of contact for new business enquiries received through the website.
• Gather relevant client information and complete initial fact-finding.
• Manage enquiries from the initial contact through to completion.
• Support New Business Executives with risk presentations and insurer market submissions.
• Obtain quotations through insurer portals, Acturis eTrade and manual submissions.
• Liaise with insurers to secure competitive terms, quotations and supporting information.
• Maintain strong relationships with insurers and prospective clients.
• Ensure all client information is accurate, complete and compliant.
• Keep Acturis and other internal systems updated throughout the sales process.
• Assist with client onboarding, policy documentation, invoicing and premium finance administration.
• Monitor enquiry pipelines and provide updates on progress, conversion opportunities and outstanding actions.
• Support management information, reporting and new business performance tracking.
• Identify opportunities to improve processes and create efficiencies within the team.

DAY-TO-DAY

• Managing a portfolio of online new business enquiries and ensuring they progress efficiently.
• Contacting prospective clients to gather information and understand their insurance requirements.
• Preparing quotations and supporting New Business Executives with submissions to insurers.
• Chasing outstanding information from clients and insurers to keep enquiries moving.
• Coordinating diaries, follow-up activity and pipeline administration.
• Updating Acturis and maintaining accurate records.
• Supporting the onboarding of new clients, including documentation, invoicing and premium finance arrangements.
• Building positive relationships with prospective clients and delivering excellent customer service.
• Ensuring all activity is completed in line with FCA requirements, internal procedures and compliance standards.
• Working collaboratively with the New Business team to help generate and convert new opportunities.

EXPERIENCE

• Previous experience within the insurance industry, ideally in a broking, account handling or new business environment.
• Experience dealing with client enquiries and gathering information to support insurance quotations.
• Knowledge of commercial insurance products and the quotation process would be advantageous.
• Experience using Acturis, insurer portals or Acturis eTrade would be beneficial.
• A background in insurance administration, account handling or sales support is desirable.
• Experience managing multiple enquiries and prioritising workloads.
• A willingness to learn and develop towards a New Business Executive position.

SKILLS

• Strong communication and customer service skills.
• Excellent organisation and time management.
• Proactive approach with the ability to take ownership of enquiries.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Confident liaising with clients, insurers and internal colleagues.
• Good understanding of insurance processes and compliance requirements.
• Comfortable working with systems, records and administrative processes.
• Team player with a positive and professional approach.
• Commercial awareness and a genuine interest in developing new business.
• Ambition to progress and develop within the insurance industry.