Insurance Broker
Employment Info
JOB DETAILS
Requirements
- 1–2+ years’ experience in an insurance broking, account management or similar client-facing role, ideally with a business development or sales focus
- Strong knowledge of general insurance products and services
- Demonstrated experience identifying client needs and presenting tailored insurance solutions
- Excellent communication, relationship-building and networking skills, including confidence dealing with senior stakeholders
- Strong written skills, including the ability to prepare professional proposals, reports and presentations
- Proficiency in Microsoft Office and experience using client/CRM or broking systems
- Willingness to undertake company-directed compliance training
- RG146 Tier 1 Insurance Broking (or Tier 1 FSRA) is preferred
- Comfortable working in a fast-paced, call-centre style environment and handling high call volumes
Responsibilities
- Manage and grow a portfolio of clients and prospects, building strong, trust-based relationships with key stakeholders and senior decision-makers
- Proactively develop new business by managing a prospect pipeline, conducting outreach (including cold-calling where appropriate), and moving opportunities efficiently through the sales funnel
- Lead the development and delivery of tailored proposals and presentations, clearly articulating our understanding of client risks and how our solutions address these
- Identify and convert cross-sell and up-sell opportunities, providing insurance solutions that meet clients’ needs and enhance retention
- Manage the full renewal process, ensuring policies are reviewed, marketed where required, renewed on time, and remain appropriate to clients’ activities and risk profile
- Develop and maintain a strong understanding of clients’ operations, risk exposures and insurance requirements
- Provide clear advice and guidance on coverage options, policy terms, conditions and endorsements
- Work closely with internal teams across policy administration, billing, finance and claims to ensure a seamless client experience
- Ensure all client and prospect interactions are accurately documented in our systems, in line with company policies and compliance requirements
- Work in a call-centre style environment, handling back-to-back calls where needed, responding to enquiries, arranging quotes, endorsements and new business
- Refer clients to our website and support them in using our online quoting platform
- Collaborate with the LCIS team and insurer partners to grow the portfolio, ensure appropriate coverage, and support broader business development initiatives
Desired Qualifications
- A genuine business development mindset – you actively look for, recognise and pursue revenue and growth opportunities, both within your existing portfolio and the wider market
- Highly self-motivated, with the ability to influence and lead colleagues in the pursuit of opportunities
- Strong analytical skills, able to interpret information, evaluate risk and translate this into clear, practical advice
- Highly organised with the ability to manage multiple tasks, prospects and deadlines simultaneously
- Exceptional attention to detail, ensuring accuracy in documentation and reducing errors
- A strong team contributor who supports collective goals and shows respect for different perspectives, values, cultures and work styles
- Experience in cold-calling and converting leads into active clients
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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