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New business project consultant

Chelmsford
Permanent
Project consultant
£40,000 - £45,000 a year
Posted: 2h ago
Offer description

New Business Project Consultant - London & South (Remote / Chelmsford) Location: Remote (with occasional travel to Chelmsford) Type: Full-time, Permanent Salary: 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

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