Job Description
New Business Project Consultant - London & South (Remote / Chelmsford)
Location: Remote (with occasional travel to Chelmsford)Type: Full-time, PermanentSalary: Circa £45k, Competitive, dependent on experience
We are seeking a highly organised and knowledgeable insurance professional to join our New Business Project Management team, supporting the New Business and Broking Placement teams across London and the South region. This is a fantastic opportunity to gain exposure to wider broking operations and develop your career in a fast-paced, client-focused environment.
Key Responsibilities
* Review client information to prepare risk presentations, including COPE and process details.
* Issue Letters of Appointment/Authority to markets and follow up to ensure processing.
* Review sums insured, challenge anomalies, and identify gaps in cover.
* Agree on broking strategies and select appropriate markets alongside the Broking team.
* Prepare new business presentations and support timely receipt of quotes.
* Review quotes, negotiate brokerage/risk management funds, and recommend preferred quotes.
* Undertake conceptual reviews and tenders.
* Identify cross-sell and up-sell opportunities.
* Create, input, and process RFQs in Acturis.
* Prepare debit notes and policy summaries.
* Ensure accurate and timely delivery of policy documentation.
* Handle account queries and credit control matters, escalating concerns as needed.
* Ensure seamless handover of new client programs to Account Executives/Brokers.
* Apply legal and regulatory knowledge to internal processes and insurance contracts.
Skills & Qualifications
* Previous experience as a Commercial Account Handler, Sales Executive, or Broker Support.
* Commercial insurance knowledge preferred.
* Experience handling new business tenders and producing market presentations advantageous.
* Knowledge of broking in regional and London Markets.
* Holding or working towards CII qualifications (Cert CII, Dip CII, ACII) preferred.
* Educated to GCSE standard or equivalent, with a solid understanding of the commercial insurance sector.
* Results-driven, process-oriented, and able to work to deadlines and SLA targets.
* Strong planning, analytical, and organisational skills with high attention to detail.
* Excellent communication and interpersonal skills; confident in building and maintaining relationships.
* Eligible to work in the UK.
This role offers remote flexibility, exposure to key broking processes, and the opportunity to progress within a dynamic New Business team.
Contact Expert:
Joe Cappalonga, Senior Consultant on