Insurance Sales Coordinator you will support the growth of our commercial portfolio by handling new business enquiries
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:
1. As the Insurance Sales Coordinator, you will handle inbound new business enquiries via phone, email, and referral.
2. Conduct thorough fact-finding to understand client needs and risk profiles.
3. As the Insurance Sales Coordinator, you will prepare and present quotations using internal systems and insurer portals.
4. Liaise with insurers to negotiate terms and secure competitive cover.
5. Issue policy documentation, invoices, and welcome packs.
6. Ensure all client records and documentation are accurate and compliant.
7. Maintain FCA compliance and adhere to internal procedures at all times.
It would be good to see candidates with:
8. Previous experience in Commercial Insurance, Business Insurance, Commercial Fleet Insurance, and Corporate Insurance is essential for the role
9. A Broker Cert CII certificate would be advantageous
10. Excellent interpersonal skills with the ability to build rapport with customers
11. Knowledge of Insurance Codes of Practice, Terms of Insurance, and Commercial Insurance
12. Experience in conducting client meetings and presentations
13. Driving licence
14. Knowledge of relevant IT systems and Software required to fulfil the role
15. Highly developed rapport-building and negotiation skills with Insurers at all levels
16. Excellent communication skills
Hours: Monday – Friday 9:00 am – 5:00 pm
Salary: DOE
Benefits:
17. Flexible working hours
18. Annual salary increase (not guaranteed)
19. Onsite gym
20. Healthcare
21. Pension
22. Hols: 25 + BH + 1 day for every 5 years of service
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers spanning Stoke on Trent, Staffordshire, Cheshire, and the Greater Manchester region.