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- Tasks: Support New Business and Broking teams with client information and risk presentations.
- Company: Dynamic insurance firm offering remote flexibility and career growth.
- Benefits: Competitive salary, remote work options, and exposure to key broking processes.
- Why this job: Join a fast-paced team and make an impact in the insurance industry.
- Qualifications: Experience in commercial insurance and strong communication skills required.
- Other info: Opportunity for professional development and progression within the team.
The predicted salary is between 36000 - 54000 £ per year.
Location: Remote (with occasional travel to Chelmsford)
Type: Full-time, Permanent
Salary: Circa £45k, Competitive, dependent on experience
We are seeking a highly organised and knowledgeable insurance professional to join our New Business Project Management team, supporting the New Business and Broking Placement teams across London and the South region. This is a fantastic opportunity to gain exposure to wider broking operations and develop your career in a fast-paced, client-focused environment.
Key Responsibilities
- Review client information to prepare risk presentations, including COPE and process details.
- Issue Letters of Appointment/Authority to markets and follow up to ensure processing.
- Review sums insured, challenge anomalies, and identify gaps in cover.
- Agree on broking strategies and select appropriate markets alongside the Broking team.
- Prepare new business presentations and support timely receipt of quotes.
- Review quotes, negotiate brokerage/risk management funds, and recommend preferred quotes.
- Undertake conceptual reviews and tenders.
- Identify cross-sell and up-sell opportunities.
- Create, input, and process RFQs in Acturis.
- Prepare debit notes and policy summaries.
- Ensure accurate and timely delivery of policy documentation.
- Handle account queries and credit control matters, escalating concerns as needed.
- Ensure seamless handover of new client programs to Account Executives/Brokers.
- Apply legal and regulatory knowledge to internal processes and insurance contracts.
Skills & Qualifications
- Previous experience as a Commercial Account Handler, Sales Executive, or Broker Support.
- Commercial insurance knowledge preferred.
- Experience handling new business tenders and producing market presentations advantageous.
- Knowledge of broking in regional and London Markets.
- Holding or working towards CII qualifications (Cert CII, Dip CII, ACII) preferred.
- Educated to GCSE standard or equivalent, with a solid understanding of the commercial insurance sector.
- Results-driven, process-oriented, and able to work to deadlines and SLA targets.
- Strong planning, analytical, and organisational skills with high attention to detail.
- Excellent communication and interpersonal skills; confident in building and maintaining relationships.
- Eligible to work in the UK.
This role offers remote flexibility, exposure to key broking processes, and the opportunity to progress within a dynamic New Business team.
New Business Project Consultant in Chelmsford employer: Lawes Consulting Group
Contact Detail:
Lawes Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Project Consultant in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work in broking or project management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to new business projects and be ready to discuss how your experience aligns with their needs. We want you to shine!
✨Tip Number 3
Practice your pitch! Be clear about your skills and how they relate to the role of a New Business Project Consultant. We recommend rehearsing with a friend or in front of a mirror to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace New Business Project Consultant in Chelmsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the New Business Project Consultant role. Highlight your relevant experience in commercial insurance and any specific skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your knowledge of broking operations and client-focused approach.
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just duties. Use numbers and examples to demonstrate how you've successfully handled new business tenders or improved processes in previous roles. We love seeing results!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Lawes Consulting Group
✨Know Your Stuff
Make sure you brush up on your commercial insurance knowledge before the interview. Understand the key responsibilities of the New Business Project Consultant role and be ready to discuss how your previous experience aligns with them.
✨Prepare for Scenario Questions
Expect questions that ask you to demonstrate your problem-solving skills, especially in handling new business tenders or negotiating quotes. Think of specific examples from your past roles where you successfully navigated similar situations.
✨Showcase Your Organisational Skills
Since this role requires strong planning and organisational skills, be prepared to talk about how you manage multiple tasks and deadlines. Share examples of how you've kept projects on track and ensured timely delivery of documentation.
✨Build Rapport
Remember, communication is key! Practice building rapport with your interviewer. Show confidence in your interpersonal skills by engaging in a friendly conversation and demonstrating your ability to maintain relationships, which is crucial in this client-focused environment.