A fantastic opportunity has arisen for an Insurance Sales Coordinator to join a thriving Insurance Broker specialising in Commercial Insurance. As the Insurance Sales Coordinator, you will support the growth of our commercial portfolio by handling new business enquiries from initial contact through to policy inception. You will work closely with prospects, underwriters, and internal teams to deliver competitive, compliant, and customer-focused insurance solutions
Job Description:
- As the Insurance Sales Coordinator, you will handle inbound new business enquiries via phone, email, and referral.
- Conduct thorough fact-finding to understand client needs and risk profiles.
- As the Insurance Sales Coordinator, you will prepare and present quotations using internal systems and insurer portals.
- Liaise with insurers to negotiate terms and secure competitive cover.
- Issue policy documentation, invoices, and welcome packs.
- Ensure all client records and documentation are accurate and compliant.
- Maintain FCA compliance and adhere to internal procedures at all times.
- Previous experience in Commercial Insurance, Business Insurance, Commercial Fleet Insurance, and Corporate Insurance is essential for the role
- A Broker Cert CII certificate would be advantageous
- Excellent interpersonal skills with the ability to build rapport with customers
- Knowledge of Insurance Codes of Practice, Terms of Insurance, and Commercial Insurance
- Experience in conducting client meetings and presentations
- Driving licence
- Knowledge of relevant IT systems and Software required to fulfil the role
- Highly developed rapport-building and negotiation skills with Insurers at all levels
- Excellent communication skills
Salary: DOE
Benefits:
- Flexible working hours
- Annual salary increase (not guaranteed)
- Onsite gym
- Healthcare
- Pension
- Hols: 25 + BH + 1 day for every 5 years of service