Client Sales Executive

Insurance Professional

About the opportunity:

We are the internal recruitment partner for our client, a fast-growing and forward-thinking SME insurance broker.

We're looking for a driven and commercially minded insurance professional to join their New Business Broking Team, based at one of our clients' sites in Lancaster, Swindon, or the surrounding areas.

This is a key role, managing a portfolio of SME clients and providing tailored insurance solutions. You'll be responsible for delivering outstanding service, driving individual and team sales targets, and supporting the growth of the business.

Responsibilities:

• Provide SME customers with insurance solutions to meet their individual needs.
• Manage inbound leads from web-generated enquiries, including renewals and quotes, and follow up to ensure conversion.
• Drive organic income growth by identifying cross-sell and upsell opportunities and managing them through to successful completion.
• Collaborate closely with internal teams, including finance and support colleagues, to deliver an efficient and seamless client experience.
• Maintain accurate records using Acturis
• Work towards industry-standard qualifications such as CII to support career progression.
• Meet and exceed individual and team sales targets.

Requirements:

• Sales experience is essential; insurance broking or financial services experience is desirable.
• Excellent communication and interpersonal skills.
• Proactive and commercially minded, with the ability to manage multiple tasks efficiently.
• Confident in handling clients and managing enquiries professionally.
• Ability to work under pressure, assimilate information quickly, and make informed decisions.
• Willingness to work towards industry-standard qualifications.

In return we are offering:

• A salary of £26,500 – £30,000 per annum depending on experience.
• Monthly bonus scheme up to £500.
• Hybrid working following 6-month training programme.
• Free onsite parking.
• 25 days holiday entitlement with the option to buy additional holidays.
• Generous pension contributions.
• Comprehensive training and development opportunities.
• Discount on a range of insurance products for you and your family, including car and home insurance.

If you're a driven sales professional looking to grow your career in a fast-moving SME insurance environment – we'd love to hear from you.