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New Business Project Consultant

https://www.lawesrecruitment.co.uk Logo

Lawes Consulting Group

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Location:
United Kingdom , Chelmsford

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

45000.00 GBP / Year
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Job Description:

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. This role offers remote flexibility, exposure to key broking processes, and the opportunity to progress within a dynamic New Business team.

Job Responsibility:

  • 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

Requirements:

  • 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

Additional Information:

Job Posted:
February 19, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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