New Business Project Consultant
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Job Summary
Job 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
Required Experience:
Contract
Key Skills
- Project Management Methodology
- Sales Experience
- IT Project Management
- Microsoft Word
- Outside Sales
- Project Management
- Project Planning
- Strategic Planning
- Project Management Software
- Microsoft Project
- Customer relationship management
- Writing Skills
