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- New Business Generation – Build and maintain a profitable client portfolio across the local business landscape.
- Sales Strategy & Prospecting – Research and identify high-value leads.
- Tailored Advice – Understand unique business needs and provide bespoke solutions.
- Cross-Selling Opportunities – Introduce clients to wider services.
- Marketing & Events – Represent the agency at community events, local shows, and networking opportunities.
- Customer Service Excellence – Deliver outstanding support and advice throughout the customer journey.
- Compliance & Documentation – Ensure all activities meet regulatory standards and internal procedures.
- Continuous Development – Stay current with market trends and product training.
- Proven ability to generate and convert new business leads
- Strong communication and interpersonal skills
- Self-motivated with high levels of initiative
- Professional, resilient, and customer-focused
- Solid IT literacy (e.g., MS Office, iFaces, Insights)
- Understanding of commercial insurance is advantageous
- Cert CII (or working towards) is a plus
- 25 days holiday + bank holidays (plus 1 extra day per year, up to 5 extra days after 4 years)
- Private Health cover
- Group life cover
- Employee discounts on insurance
- Free on-site parking
- Refer-a-friend bonus scheme
- Pension contributions
- Funded Cert CII qualification
- Supportive training programme covering technical and soft skills
