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New Business Account Handler

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360 Resourcing Solutions

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Location:
United Kingdom , Lancing

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

28818.00 GBP / Year
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Job Description:

We’re excited to be recruiting for a confident and driven New Business Account Handler to join our growing team. This is a fantastic opportunity to play a pivotal role in expanding our specialist insurance offering to small and medium-sized charities. As a key client-facing representative, you’ll build strong relationships with prospective clients, understand their unique insurance requirements, and provide tailored solutions that truly support their organisations. If you enjoy consultative selling and delivering exceptional service, this could be the perfect role for you.

Job Responsibility:

  • Engaging with prospective charity clients to understand their insurance needs
  • Providing clear, tailored advice and producing accurate, competitive quotations
  • Converting enquiries into new business while working towards achievable targets
  • Identifying cross-selling and up-selling opportunities to support wider growth
  • Managing the full client journey from initial enquiry through to policy documentation
  • Handling new business enquiries from first contact through to completion
  • Proactively following up on leads generated through marketing campaigns
  • Matching client requirements with suitable insurance products and solutions
  • Ensuring all documentation is accurate, compliant, and professionally presented
  • Building long-term, trust-based relationships through outstanding client service

Requirements:

  • Experience within commercial insurance
  • A positive, proactive, and client-focused mindset
  • Strong communication skills, with the ability to build rapport and explain solutions clearly
  • Confidence working towards goals and achieving targets in a supportive team environment
  • Cert CII qualification, or progress toward achieving it
What we offer:
  • A supportive, inclusive, and collaborative team environment
  • Ongoing learning and professional development opportunities
  • 28 days annual leave, rising to 32 days after 2 years, plus additional time off over Christmas
  • Flexible working options to suit you, your role, and your team
  • A double-matched pension scheme, up to 10% employer contribution
  • A family-friendly approach, with generous family leave policies

Additional Information:

Job Posted:
May 16, 2026

Expiration:
May 25, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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