New Business Executive
At a glance
Mid-level Account Executive role at Bb Insurance (Careers Europe). Maidstone · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Generate and convert new insurance opportunities through cold calling, information gathering, and follow-up
- Advise prospective clients, prepare quotations, and close sales while meeting their coverage needs
- Maintain prospect data and complete records, proposal checks, client documents, diary work, and other administration
- Work with insurers to secure suitable policies and keep each sale compliant with regulatory requirements
- Support colleagues and the accounts team with technical and account-related questions
What you bring
- You have technical and commercial insurance knowledge, including familiarity with OpenGi management software
- You communicate clearly and confidently with clients and colleagues by phone and in writing
- You bring strong sales discipline, persistence, and motivation to generate business and meet individual and team targets
- You work systematically, make decisions independently, and maintain close attention to detail
- You can use Microsoft Office and build constructive relationships with internal and external contacts
Who this fits
This role suits a self-directed insurance sales professional who can combine specialist advice, prospecting, administration, and closing. You will work full time during the stated daytime hours in Maidstone and will need to maintain learning in line with CII CPD requirements.
From the employer
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Job Title: New Business Executive
Salary: £ depending on experience
Hours: Full time (8.30am -17.15pm)
Job Objective: First Insurance, part of Brown & Brown UK, are looking to recruit a New Business Executive to join their corporate team. This role will be supporting the growth of the Company by proactively generating and converting new business opportunities, as well as providing an excellent customer experience and specialist advice in line with Company values, building and managing our prospect databases and undertaking accurate administrative tasks.
Role responsibilities (but not limited to);
- Providing advice, recommendations and quotations to prospective clients
- Lead generation including cold calling and information gathering
- Develop and maintain specialist understanding of allocated trade sectors including, key client exposures and industry changes
- Self-generating new business leads and obtaining accurate information for our databases
- Administration; creating quotation documents, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
- Liaise with various insurers to get the best policy for the client meeting their demands and needs
- Ensure that the sales process is completed and compliant with regulatory framework
- Liaising with prospective clients/leads and closing the sale effectively
- Generate 40 quotes a month with a conversion rate of 1:3
- Assisting other members of the team with technical queries
- Assist and liaise with the accounts team on any account queries
- Adherence to learning and development in line with CII CPD requirements
Skills Required:
- Technical and commercial insurance knowledge
- Confident telephone manner
- Excellent communication skills both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues
- Organised and systematic approach to work
- High levels of attention to detail
- Tenacious with presenting strong sales techniques and skills
- Self-motivated to keep generating new business
- Motivated and driven to achieve team and individual targets
- Able to develop and sustain positive working relationships with internal and external parties
- Familiarity with the Microsoft Office suite of programs
- The ability to work to own initiative
- Decision maker
- Knowledge and understanding of OpenGi management operating system
For more information please apply online or contact Dan Hurley
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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