Overview
SME Broker/Office Manager – Insurance | South London | £45k–£60k DOE + Hybrid + Benefits
Senior Consultant at Davies Talent Solutions: Are you an experienced Insurance Team Leader ready to take the next big step in your career?
About the Business
A well-established insurance brokerage is seeking an experienced and motivated Office Manager to lead operations at its Croydon office. This role offers the opportunity to work within a dynamic team that supports small and medium-sized enterprises with tailored insurance solutions.
The Opportunity
The Office Manager will play a key role in supporting both the Sales and Existing Business teams, ensuring smooth day-to-day operations, excellent customer service, and compliance with industry standards. You’ll also play a key role in advising members, supporting Account Executives with new business, and driving service excellence across the board.
Key Responsibilities
* Manage inbound and outbound calls related to sales, renewals, and customer enquiries
* Prepare and issue quotations, new business, renewal, and mid-term change documentation
* Assist customers in protecting their assets and liabilities
* Achieve individual and team sales and retention targets
* Support compliance and operational processes
* Build and maintain relationships with insurers and underwriters
* Act as a referral point for team leaders and assist team members in achieving KPIs
* Participate in regular management meetings to discuss performance and development
* Contribute to continuous improvement and team progression
About You
* Proven experience in selling SME insurance products
* CII FIT qualification (or working towards)
* Experience in a broker or branch-based insurance sales role
* Strong understanding of the UK insurance market
* Familiarity with e-trading platforms (Acturis experience beneficial)
* Proven track record in meeting sales targets
* Excellent communication and leadership skills
What’s on Offer
* Hybrid working for better work-life balance
* 25 days annual leave (plus 1 extra day for each year of service up to 30 days)
* Excellent company pension
* Life assurance
* Clear progression opportunities into client relationship management
* Vibrant office culture with great perks
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