At a Glance
- Tasks: Help small businesses find the right insurance cover and build lasting relationships.
- Company: Join a leading insurance broker with a supportive and dynamic team.
- Benefits: Competitive salary, monthly incentives, pension, and flexible hybrid working.
- Other info: Great career growth opportunities in a vibrant work environment.
- Why this job: Make a real difference for businesses while developing your sales skills.
- Qualifications: Experience in commercial insurance and a passion for customer service.
Commercial Insurance Account Handler – SME New Business Team Croydon | Circa £28-£32,000 + Monthly Sales Incentive + Excellent Benefits | Hybrid Working
Already have a couple of years’ experience in SME or commercial insurance? Enjoy speaking with business owners, understanding what they need and helping them find the right cover? CKB Recruitment is working with an insurance broker to recruit a Commercial Insurance Sales Handler for its SME telephony team in Croydon. This is an opportunity to put your commercial insurance knowledge and relationship-building skills to work in a role covering new business, renewals and customer enquiries. You’ll be rewarded for delivering sales results alongside high standards of customer service.
The role
You’ll help small and medium-sized businesses protect their assets and liabilities, guiding customers through their insurance options and providing clear, helpful advice over the telephone. Your responsibilities will include:
- Handling incoming sales calls and customer enquiries.
- Preparing and issuing quotations, new business and renewal documentation.
- Following up leads and making outbound calls to convert opportunities.
- Understanding customers’ insurance requirements and arranging appropriate cover.
- Working towards individual and team sales and retention targets.
- Building existing customer relationships and identifying opportunities to develop their business.
- Maintaining positive relationships with insurers and underwriters.
- Keeping accurate records and meeting service, quality and compliance standards.
What we’re looking for
Ideally, you’ll bring around two years commercial insurance experience, gained within an insurance broker or a relevant insurance sales environment. You’ll also have:
- A good understanding of commercial insurance products and the UK insurance market.
- A confident, professional telephone manner and the ability to build rapport.
- Experience working towards sales targets while keeping customers’ needs central to your approach.
- Strong organisation and attention to detail when managing enquiries, quotations and follow-ups.
- Experience using insurance e-trading platforms. Acturis would be an advantage, but isn’t essential.
- A CII FIT qualification, or a willingness to work towards it.
Salary and benefits
Circa £30,000 basic salary. Monthly sales incentive, based on performance and quality assurance. 8% employer-funded, non-contributory pension. Death-in-service cover. Income protection. Access to the Perks at Work benefits platform.
Working hours and hybrid arrangements
Hours are Monday to Thursday, 9am–5.30pm, and Friday, 9am–5pm. The current hybrid pattern includes three office days each week: Monday, Wednesday and Friday. The business would ideally like someone who is open to attending the office more frequently when needed.
If you’re ready to bring your commercial insurance experience to a new team, apply today through CKB Recruitment for a confidential conversation.
Commercial Account Handler (SME - New Business) in Croydon employer: CKB Recruitment Ltd
Join a leading independent specialist broker in Bristol, where you will enjoy the freedom to develop your own Professional Indemnity portfolio while benefiting from an uncapped commission structure and a supportive work culture. With a focus on professional growth, you will have access to excellent employee benefits including matched pension contributions, private medical insurance, and a salary-sacrifice electric vehicle scheme, all within a dynamic environment that values autonomy and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account Handler (SME - New Business) in Croydon
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like CKB Recruitment Ltd). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like CKB Recruitment Ltd. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Account Handler (SME - New Business) in Croydon
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at CKB Recruitment Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at CKB Recruitment Ltd. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at CKB Recruitment Ltd
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at CKB Recruitment Ltd to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at CKB Recruitment Ltd, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding CKB Recruitment Ltd's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
