New Business Sales Advisor (SME Insurance)

LGBT Great; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance organization seeks a Sales Advisor to manage new business and client relationships within the SME Insurance team. This hybrid role involves negotiating terms, managing existing accounts, and driving client acquisition strategies, offering career growth and a diverse benefits package.

Benefits

Comprehensive benefits package

Two Global Wellbeing Days

Agile working environment

Continuous learning culture

Qualifications

• Experience in commercial insurance required, preferably in an established broker.
• Fully conversant with FCA principles and procedures.
• Strong understanding of insurance covers in the commercial sector.

Responsibilities

• Maximize client potential from verified leads.
• Negotiate new business terms and cover extensions.
• Identify revenue development opportunities in the SME sector.

Skills

Negotiation

Relationship Management

Organizational Skills

Tools

Acturis

Job description

Sales Advisor – SME & Specialisms Insurance - Leeds

Do you have experience handling insurance risks ideally from within the SME Insurance landscape? Are you adept at making and building lasting working relationships with clients and insurers alike?

If so, then we'd love to hear from you in connection with this fantastic New Business Advisor role, focusing on wining new clients within the SME Insurance team.

This is a hybrid working role, with the flexibility to work both virtually and from our fantastic office based in Leeds Embankment.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The role is focused on maximising clients from verified leads provided daily from our digital online investment, marketing campaigns, external brokers and partnerships as well as internal referrals from other Aon solution lines.

As a Sales Advisor your key responsibilities will include:

• Working independently whilst supporting the team to ensure delivery of the highest level of service to each assigned Client.
• Identify potential improvements in Client risk & insurance programme and implement recommended changes for Clients if required.
• Negotiate new business terms, Mid Term adjustments and cover extensions for clients withing the SME sector.
• Establish and develop effective working relationships with Insurers and where appropriate, differentiating with the Client; the cover, service and industry knowledge that a specific Insurer could deliver to them.
• Identify revenue development opportunities on allocated Client accounts and partnerships, using knowledge of products/services in the wider Aon community, and make appropriate recommendations to Clients.
• Identify revenue development opportunities in the SME sector and help drive and contribute to the client acquisition strategy.

How this opportunity is different

This is a phenomenal opportunity to join Aon and benefit from comprehensive suite of benefits and employee wellbeing initiatives that we provide to all colleagues. You'll also be joining an organisation that is in control of its own destiny and provides a culture where everyone can bring their authentic selves to work every day. Career progression and possibilities are endless too!

Skills and experience that will lead to success

• Commercial insurance experience required, ideally gained at a established broker however full training will be provided.
• Fully conversant with FCA principles, procedures and process
• Good understanding of insurance covers in the commercial sector
• Organised, with the ability to prioritise work, delivering accurately and on time
• Embrace change and react positively
• Proven relationship management skills
• Must work well in a team and collaborate with others
• Experience of using the Acturis system is essential

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

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