At a Glance
- Tasks: Build and maintain our CRM database while supporting business growth and marketing efforts.
- Company: Join a growing commercial insurance brokerage with a strong reputation for client service.
- Benefits: Competitive salary, performance bonuses, 25 days leave, and hybrid working options.
- Other info: Opportunities for career progression into client-facing roles as you grow with the company.
- Why this job: Make a real impact on business success while developing your career in a supportive environment.
- Qualifications: Experience in database management, attention to detail, and strong Excel skills required.
We are looking for a highly organised and detail-focused Insurance Database Builder / Cleanser to join our growing commercial insurance brokerage. Working closely with the Commercial Director, you will play a key role in building, maintaining and improving our CRM database, helping to support business development, lead generation and marketing activity. This is an excellent opportunity for someone who enjoys research, data management and creating accurate, high-quality business information.
We are an established and growing commercial insurance brokerage, providing tailored insurance solutions to businesses across a wide range of industries throughout the UK. Our reputation is built on delivering expert advice, exceptional service and long-term client relationships. As we continue to grow, we're investing in our systems, data and processes to support our ambitious business development plans. High-quality, accurate data is at the heart of our success, helping us identify opportunities, engage with prospective clients and deliver targeted marketing campaigns. This role will play a key part in ensuring our database remains a valuable asset to the business and supports our continued growth.
Key Responsibilities
- Build and maintain prospect databases within our CRM system
- Research and identify businesses that fit our target client profile
- Source and update company and decision-maker information
- Cleanse, validate and maintain accurate CRM records
- Remove duplicate and outdated data
- Segment data for marketing campaigns and business development activity
- Produce targeted prospect lists and reports
- Ensure all data is managed in line with GDPR requirements
Skills & Experience Required
Essential
- Previous experience in database administration, CRM management, lead generation or data cleansing
- Excellent attention to detail and accuracy
- Strong Microsoft Excel skills
- Experience using CRM systems
- Strong internet research skills
- Ability to work independently and manage priorities effectively
Desirable
- Experience within insurance, financial services or a B2B environment
- Experience using data enrichment or validation tools
- Knowledge of sectors such as construction, manufacturing, logistics or professional services
Salary & Benefits
- £25,000 to £28,000 per annum depending on experience
- Performance-related bonus structure focused on securing renewal dates and generating client meetings
- 25 days annual leave plus bank holidays
- 3% employer pension contribution
- Hybrid or remote working options available
- Ongoing training and development opportunities
Why Join Us?
- Join an established and growing commercial insurance brokerage
- Work closely with senior leadership and contribute directly to business growth
- Supportive and collaborative team environment
- Opportunity to make a real impact on the success of the business
- Genuine long-term career progression opportunities
For the right individual, this role offers the opportunity to develop beyond database management and business development support into a client-facing role in the future. We are looking for someone with the drive, ambition and hunger to grow alongside the business and build a rewarding long-term career. Interested? Please apply with your updated CV.
Insurance Database Builder / Cleanser employer: McCarron Coates Ltd
Join our established and growing commercial insurance brokerage in Leeds, where you will play a vital role in enhancing our CRM database and supporting business development. We offer a supportive and collaborative work culture, with opportunities for ongoing training and genuine career progression, all while enjoying the flexibility of hybrid or remote working options. With a focus on employee growth and a performance-related bonus structure, this is an excellent opportunity for those looking to make a meaningful impact in their career.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Database Builder / Cleanser
✨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 McCarron Coates 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 McCarron Coates 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 Insurance Database Builder / Cleanser
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 McCarron Coates Ltd.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at McCarron Coates 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 McCarron Coates 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 McCarron Coates 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 McCarron Coates 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 McCarron Coates 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.
