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- Tasks: Convert enquiries into policies and develop strong client relationships in a supportive team.
- Company: Established independent insurance brokerage with over 30 years of experience.
- Benefits: Competitive salary, bonuses, holiday entitlement, pension scheme, and ongoing training.
- Other info: Enjoy weekdays only, free parking, and clear progression opportunities.
- Why this job: Join a respected team and make a real impact in the insurance industry.
- Qualifications: Experience in insurance brokerage and a confident sales mindset.
The predicted salary is between 25000 - 35000 £ per year.
Location: Yate
Hours: Monday–Friday, 9 am–5 pm
Salary: £25,000–£35,000 DOE + Bonus
Our client is a well-established independent insurance brokerage, operating from a busy insurance office in Yate since 1992. They provide expert advice across both commercial and personal insurance, with a strong reputation for service, retention, and long-term client relationships.
This is a sales-driven Account Handler role, ideal for someone who enjoys converting enquiries, developing client relationships, and growing a mixed book of commercial and personal lines business within a supportive and experienced team.
- Weekdays only — no weekends or bank holidays
- Free onsite parking and close to local transport
- Competitive salary with monthly, quarterly and annual bonus opportunities
- Holiday entitlement
- Pension scheme
- Sick pay
- Ongoing insurance training and development
- Clear progression opportunities within the brokerage
- Regular salary reviews
- Work events and staff discounts
Previous experience working within an insurance brokerage
Experience handling commercial risks and/or personal lines policies
Confident sales mindset with the ability to convert inbound enquiries
Experience using Open GI is an advantage (training provided if required)
Handling new business, renewals, and mid-term adjustments across commercial and personal insurance
Proactively converting inbound leads into new policies
Identifying cross-sell and upsell opportunities between personal and commercial products
Managing and developing a mixed insurance book of business
Supporting business growth through ideas that improve efficiency and sales performance
This role suits someone who enjoys the sales aspect of insurance broking while still valuing strong client relationships and technical accuracy.
If you're looking to join a respected insurance office with over 30 years of trading history, and want to play an active role in growing both commercial and personal lines business, click APPLY now.
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Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Newport employer: Talent Finder
Contact Detail:
Talent Finder Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Newport
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend local events, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client relationships and sales. We want you to show them that you’re not just another candidate, but someone who truly understands their mission and can contribute to their success.
✨Tip Number 3
Practice your pitch! You’ll need to demonstrate your sales skills, so rehearse how you’d convert an enquiry into a policy. We suggest role-playing with a friend or family member to get comfortable with the process and boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Don’t miss out on the chance to join a fantastic team in Yate!
We think you need these skills to ace Insurance Account Handler - Commercial & Personal Lines (Sales Focused) in Newport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your sales achievements and any relevant insurance experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Sales Skills: Since this role is sales-focused, don’t forget to mention specific examples of how you've successfully converted leads or built client relationships in the past. We love seeing those success stories!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to join our fantastic team!
How to prepare for a job interview at Talent Finder
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of both commercial and personal lines insurance. Familiarise yourself with common policies, terms, and the specific services offered by the brokerage. This will show that you're genuinely interested and ready to hit the ground running.
✨Show Off Your Sales Skills
Since this role is sales-focused, be prepared to discuss your previous sales experiences. Think of specific examples where you've successfully converted leads or developed client relationships. Highlighting your confident sales mindset will definitely impress them!
✨Ask Smart Questions
Prepare some thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.
✨Be Yourself and Build Rapport
During the interview, aim to build a connection with your interviewer. Be personable and let your passion for the industry shine through. Remember, they’re looking for someone who can develop strong client relationships, so showing your friendly side can go a long way!