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New business client advisor

Burgess Hill
Pavilion Recruitment Solutions
Client advisor
Posted: 19h ago
Offer description

Job Description

New Business Client Advisor

We are working with a growing insurance brokerage seeking a proactive and ambitious New Business Client Advisor to drive growth within their commercial portfolio.

This is a highly sales-focused, new business role, ideal for someone motivated by winning new clients, building relationships, and contributing directly to business growth.

The Role

* Take ownership of new business generation, with 80% of your time dedicated to prospecting and client acquisition
* Support an Account Executive on 20% of cases, assisting with new business quotes and client interactions
* Target clients across Commercial
* Handle policies with premiums typically ranging from £4,000 to £50,000
* Generate new opportunities via warm leads, referrals, proactive outreach, email campaigns and follow-up calls
* Attend client meetings to present proposals, build relationships, and close business (typically once per month, with flexibility to do more)
* Place business using a mix of e-trade and manual market broking
* Achieve a monthly new business target, focused on delivering quality placements and measurable growth

Experience Required

* 2–3 years’ experience in general commercial insurance
* Enthusiastic about new business development – previous new business experience is advantageous but not essential
* Confident in managing client relationships at all levels
* Strong communication and persuasive skills, with the ability to convert prospects into clients
* Ambitious, self-motivated, and eager to drive results in a target-driven environment

What’s on Offer

* Pure new business focus with clear targets and measurable results
* Strong pipeline of warm leads alongside opportunities for proactive prospecting
* Exposure to a diverse range of commercial clients
* Support from an experienced Account Executive and wider commercial team

Excellent platform for career progression

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