New Business Broker

  • Location

    Stourbridge, West Midlands

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £30000 - £40000 per annum

  • Contact:

    Will Goodman

  • Job ref:


  • Published:

    20 days ago

  • Startdate:


New Business Broker

Key Responsibilities

  • Assist in achieving branch new business targets.
  • Liaise effectively with the sales team to ensure an appropriate strategy for increasing pipeline generation and winning new clients
  • Provide quotes
  • Effectively manage data
  • Manage marketing campaigns
  • Provide timely activity reports on progress toward targets
  • Understanding of specialisms and desired areas of growth
  • Prioritise and handle all work promptly and accurately.
  • Handle all queries, whether written or by telephone, in a professional manner and process effectively in line with service standards and procedure guide.
  • Record all relevant information, correspondence and documentation on Acturis or other broking system and make effective use of the diary system.
  • Produce accurate and professional documentation at all times using relevant templates.
  • Actively cross-sell products from other Divisions.
  • Refer all queries that fall outside own experience, knowledge and authority to senior staff.
  • Liaise with and assist other departments as necessary.
  • Longer term, assist sales team in quoting and converting insurance products

    Skill Required

    • Excellent level of technical insurance skills, to be assessed by regularly.
    • Ability to process work quickly and efficiently.
    • Ability to prioritise work and meet deadlines.
    • Excellent client service skills.
    • Excellent level of negotiation and broking skills.
    • Excellent oral and written communication skills.
    • Ability to gather and analyse information from the client and insurers.
    • Ability to identify and respond appropriately to an individual client's level of understanding.
    • Persuade and influence others.
    • Ability to build rapport.

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