Insurance Database Builder / Cleanser

Hybrid / Remote: Leeds

A GBP 25,000 to A GBP 28,000 per annum DOE + Bonus + Benefits

Role Overview

We are looking for a highly organised, detail-focused and confident Insurance Database Builder / Cleanser to join our growing commercial insurance brokerage.

This is a proactive role where you will spend a significant part of your day researching businesses, making outbound calls, speaking with key decision makers and building high-quality prospect data to support our business development activity.

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. In addition to researching and maintaining prospect data, you will also be responsible for making outbound calls to businesses to verify information, identify key decision makers and secure valuable renewal date information.

We are looking for someone who enjoys speaking with people, isn’t afraid to pick up the phone and has the drive, resilience and determination to uncover new business opportunities through quality research and outbound contact.

This is an excellent opportunity for someone who enjoys research, data management, speaking with businesses and creating accurate, high-quality business information.

Company Overview

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
• Make outbound calls to businesses to verify data, identify key contacts and gather renewal date information
• Proactively contact businesses by telephone to build relationships and obtain key business information
• Confidently engage with gatekeepers and decision makers to gather accurate prospect information
• Build rapport with prospective clients and maintain a professional representation of the business
• 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

Essential Skills and Experience

• Previous experience in outbound sales, lead generation, telesales, business development, database administration, CRM management, data cleansing or a similar customer contact role
• Comfortable making outbound calls and speaking confidently with businesses over the phone
• A confident and professional telephone manner
• Resilient, self-motivated and comfortable making a high volume of outbound calls
• Excellent communication and relationship-building skills
• 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