Sales Advisor - SME Insurance

Aon PLC.; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading global professional services firm in Leeds is seeking a New Business Advisor to convert leads into clients. The role involves negotiating business terms, maximizing opportunities, and building strong client relationships. Candidates should have experience in insurance, ideally from a brokerage, and familiarity with the Acturis system. Aon offers a comprehensive benefits package and encourages a culture of growth, inclusion, and personal well-being.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Career development opportunities

Qualifications

• Experience in Commercial or Personal Lines insurance, preferably from a brokerage.
• Essential experience using the Acturis system.
• Fully conversant with FCA principles and procedures.

Responsibilities

• Maximise new business opportunities from digital and external sources.
• Identify revenue opportunities in assigned client accounts.
• Negotiate terms tailored to SME clients.

Skills

Insurance experience

Acturis system

Understanding of insurance covers

Relationship management

Job description

As a New Business Advisor, you'll focus on converting verified leads into valued clients. These leads come from our digital marketing investment, external broker and partner networks, and internal referrals across Aon's networks.

Responsibilities

• Maximise new business opportunities from a variety of sources such as digital online, marketing campaigns, external brokers and partnerships.
• Identify and develop revenue opportunities across assigned client accounts and partnerships, leveraging your knowledge of Aon's broader services.
• Contribute to the SME client acquisition strategy by spotting growth potential in the sector.
• Work independently while collaborating with the wider team to deliver exceptional service to every client.
• Assess and enhance client risk and insurance programmes, implementing improvements where needed.
• Negotiate new business terms, mid-term adjustments, and cover extensions tailored to SME clients.
• Build and maintain strong relationships with insurers, highlighting the unique value they can offer to clients through coverage, service, and industry expertise. Are you passionate about winning new business? Do you thrive on building strong, lasting relationships with clients and insurers alike?

Qualifications

• Commercial or Personal Lines insurance experience, ideally from a brokerage; full training will be provided.
• Experience of using the Acturis system is essential.
• Fully conversant with FCA principles, procedures and process.
• Good understanding of insurance covers.
• 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.

Benefits

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. This is a fantastic opportunity to join Aon and take advantage of our comprehensive suite of benefits and wellbeing initiatives, designed to support every colleague. You'll be part of an organisation that shapes its own future and fosters a culture where everyone is encouraged to bring their authentic selves to work. With a strong focus on development, the possibilities for career progression are truly limitless.

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.