New Business Account Handler
Location: Lancing, West Sussex, BN15 8UW (Hybrid – minimum 3 days in the office)
Contract Type: Permanent
Hours: 35 hours per week
Salary: £26,199 per annum, Band C, Level 3
About the Role
We're looking for an enthusiastic and confident New Business Account Handler to join our team. You'll play a key role in driving growth by developing new insurance business for small and medium-sized charities.
This is a client-facing role where you'll help organisations understand their insurance needs and guide them toward the right cover, all while delivering a high-quality, personalised service.
What You'll Be Doing
* Speaking with prospective charity clients to understand their requirements
* Providing tailored advice and preparing accurate quotes
* Converting enquiries into new business and achieving set targets
* Cross-selling and up-selling to support wider business growth
* Managing the full process from initial enquiry to policy documentation
Key Responsibilities
1. Handle new business enquiries from start to finish
2. Follow up on leads generated through campaigns and marketing activity
3. Match client needs to suitable insurance products
4. Ens...