Commercial Insurance Broker - SME Specialist
Dudley (Hybrid Working Available)
Salary: Up to £50,000
Our client, a reputable independent insurance brokerage based in Dudley, is seeking a talented Commercial Insurance Broker to join their team. Specialising in providing tailored insurance solutions for Small and Medium-sized Enterprises (SMEs), our client has built a strong reputation for excellence and a client-centric approach. About the Company: This independent brokerage has established itself as a trusted partner for SMEs in the Dudley area and beyond. With a focus on personalised service and expert advice, they have cultivated a loyal client base and are now looking to expand their team to meet growing demand.
The Role:
Our client is seeking an experienced and motivated Commercial Insurance Broker to help drive their business forward. In this role, you'll be responsible for managing and growing a portfolio of SME clients, providing expert advice, and delivering exceptional customer service. Key Responsibilities:
Develop and maintain strong relationships with new and existing SME clients
Conduct thorough risk assessments and provide tailored insurance solutions
Negotiate with insurers to secure the best terms and premiums for clients
Prepare and present insurance proposals to clients
Handle policy renewals, mid-term adjustments, and claims support
Stay up-to-date with industry trends, products, and regulatory changes
Contribute to the brokerage's growth strategies and business development initiatives
Requirements:
Proven experience as a Commercial Insurance Broker, preferably with a focus on SMEs
Excellent knowledge of commercial insurance products and the UK insurance market
Strong negotiation and communication skills
Ability to build and maintain client relationships
Analytical mindset with attention to detail
Self-motivated with the ability to work independently and as part of a team
CII qualifications (Cert CII or Dip CII) preferred
What Our Client Offers:
Competitive salary of up to £50,000 per annum (depending on experience)
Hybrid working model, allowing for flexibility between office and remote work
Opportunities for professional development and career progression
Supportive and collaborative work environment
Comprehensive benefits package including pension scheme, health insurance, and more
If you're passionate about commercial insurance, have a client-focused approach, and want to join a growing independent brokerage, this could be the ideal opportunity for you
We are currently interviewing so submit your CV today for immediate consideration.
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New Business Insurance Broker - SME Specialist Location: Dudley (Hybrid Working Available) Salary: Up to £45,000 per annum
Our client, a reputable independent insurance brokerage based in Dudley, is seeking a talented Commercial Insurance Broker to join their team. Specialising in providing tailored insurance solutions for Small and Medium-sized Enterprises (SMEs), our client has built a strong reputation for excellence and a client-centric approach.
About the Company: This independent brokerage has established itself as a trusted partner for SMEs in the Dudley area and beyond. With a focus on personalised service and expert advice, they have cultivated a loyal client base and are now looking to expand their team to meet growing demand.
The Role: Our client is seeking an experienced and motivated Commercial Insurance Broker to help drive their business forward. In this role, you'll be responsible for managing and growing a portfolio of SME clients, providing expert advice, and delivering exceptional customer service.
Key Responsibilities:
Develop and maintain strong relationships with new and existing SME clients
Conduct thorough risk assessments and provide tailored insurance solutions
Negotiate with insurers to secure the best terms and premiums for clients
Prepare and present insurance proposals to clients
Handle policy renewals, mid-term adjustments, and claims support
Stay up-to-date with industry trends, products, and regulatory changes
Contribute to the brokerage's growth strategies and business development initiatives
Requirements:
Proven experience as a Commercial Insurance Broker, preferably with a focus on SMEs
Excellent knowledge of commercial insurance products and the UK insurance market
Strong negotiation and communication skills
Ability to build and maintain client relationships
Analytical mindset with attention to detail
Self-motivated with the ability to work independently and as part of a team
CII qualifications (Cert CII or Dip CII) preferred
What Our Client Offers:
Competitive salary of up to £45,000 per annum (depending on experience)
Hybrid working model, allowing for flexibility between office and remote work
Opportunities for professional development and career progression
Supportive and collaborative work environment
Comprehensive benefits package including pension scheme, health insurance, and more
If you're passionate about commercial insurance, have a client-focused approach, and want to join a growing independent brokerage, this could be the ideal opportunity for you.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Commercial Insurance Account Executive – Growing Brokerage – Caterham – Hybrid – Up to £65,000 DOE
Are you a driven and experienced Commercial Account Executive/Broker looking to join a growing and ambitious Brokerage based in Caterham?
We’re working with a thriving firm that has carved out a strong reputation in the market, particularly for their personal, hands-on approach with clients and their expertise in placing Corporate policies. They’re now looking for a confident and knowledgeable Account Executive who’s comfortable managing their own book and meeting clients face to face. The ideal candidate will bring solid experience in corporate broking, and if you have exposure to the construction sector, that’s a big plus. This brokerage is a close-knit and very social team – they head out together at least once a month and value building a strong internal culture just as much as they do great client relationships. They also offer hybrid working, so you can enjoy flexibility alongside a collaborative office environment.
The Role:
Manage and grow your own portfolio of Commercial Combined business
Maintain and develop strong client relationships through regular face-to-face meetings
Work closely with internal teams to ensure clients receive the best possible service
Target and win new business, particularly within the construction space
What You’ll Need:
Proven experience as a Commercial Account Executive or Broker
Comfortable handling Corporate Combined policies £50k GWP+
Strong client relationship and face-to-face communication skills
Experience or understanding of the construction sector (ideal)
Ambitious, personable, and a team player
What’s On Offer:
Salary up to £65,000, depending on experience + Bonus + Car Allowance
Hybrid working model (office based in Caterham)
Supportive, social team culture with regular team outings
Clear progression and support for career development
Ready to take the next step in your career with a brokerage that values both professionalism and personality? Apply today or get in touch for a confidential chat.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Commercial Insurance Broker | Leeds | Up to £32,000 | Hybrid
Ready to step up and take on more?
Leeds | Up to £32,000 | Hybrid working available
This rapidly growing brokerage is looking for a confident and ambitious Commercial Insurance Broker to join their high-performing team. With year-on-year growth and a leadership team that’s passionate about development, it’s a brilliant opportunity to sharpen your skills and accelerate your career.You’ll be working closely with experienced Executives, Brokers, and Directors - gaining exposure to a wide variety of clients from SME through to mid-market and even corporate-level risks as you develop. It's a fast-paced, collaborative environment where no two days look the same.
The Role:
Handle new business enquiries, renewals and mid-term adjustments across a broad commercial portfolio
Support senior Brokers and Account Executives with strategy, placement, and insurer negotiations
Develop your technical knowledge across multiple classes of insurance
Maintain accurate client and policy records in line with FCA compliance
Build trusted relationships with clients, insurers, and colleagues
What They’re Looking For:
Commercial broking experience (ideally 1–2+ years)
Strong understanding of SME risks - ready to take the next step
Exposure to Acturis would be ideal
Eager to learn, proactive, and confident in a client-facing role
Organised, articulate, and passionate about developing a long-term insurance career
What’s on Offer:
Salary up to £32,000 depending on experience
Hybrid working (Leeds-based office, with flexibility)
Clear career progression with exposure to complex risks
Supportive, hands-on team with regular training and development
Access to senior mentorship and real input in broking strategy
Friendly, fast-paced environment with real momentum behind it
If you’re ready to level up your broking career in a brokerage that will truly invest in you - apply now or get in touch to find out more.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Our rotating apprenticeship will allow you to spend 4-6 months in each of the divisions in our Taunton office:
Group Support - working with accounts, marketing, underwriting, compliance, operations development, data analysis, learning & development and HR
Affinity General Insurance - experiencing the behind the scenes of insurance sales and renewals
Key Responsibilities:
Ensure all administration is dealt in a professional and timely manner and in line with company guidelines; this may include:
Postal & banking duties, scanning, data entry, letter and e-mail correspondence
Maintain accurate records
Provide professional support and high levels of service to both internal & external clients
Liaise effectively with insurance companies and suppliers
To support colleagues from all areas of the business as required
This role may be closed early if a sufficient number of applications are received.Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Once you have successfully completed your apprenticeship at Lloyd & Whyte, we will be able to discuss career opportunities. If you would like to continue working with us, we will have a role for you
As you will have experienced the work carried out in each of the teams, we will discuss where you feel your skills will be best utilised
Whilst it is not always possible for you to go straight into your preferred role, we will work with you and put a plan in place to get you there
Employer Description:Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. Our specialisms range from niche scheme insurance and financial planning advice for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.
We live by our company values: having fun, being supportive, acting professionally, growing partnerships, and curating ambitious thought.Working Hours :Monday to Friday, 09:00 - 17:00, with a 1-hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Team working,Self Starter....Read more...
Senior Commercial Broker | Manchester | Up to £55,000 | Hybrid
Worked your way up in broking? Ready for more complexity, bigger clients, and long-term progression?
This independent brokerage in Manchester is growing steadily, and looking for an experienced Senior Commercial Broker to help manage and expand a high-value portfolio.
You’ll step into an established book of mid-market and corporate clients, working closely with Account Executives and Directors on complex, cross-class cases. Over time, you’ll transition into building your own book, backed by strong internal referrals, broking support, and a collaborative team culture. It’s a people-first business with modern systems, genuine flexibility, and a high standard of work across the board.
The Role:
Take ownership of a portfolio of complex corporate clients from day one
Handle full-cycle broking across a wide range of commercial lines (property, casualty, motor, financial lines, D&O, etc.)
Work alongside Account Executives on pre-renewal strategy, market engagement, and client communication
Manage new enquiries, renewals, and mid-term changes with attention to detail and technical accuracy
Help identify gaps in cover, upsell where appropriate, and ensure robust client protection
Maintain accurate records and ensure compliance with FCA and internal standards
What They’re Looking For:
10+ years of experience in commercial insurance broking, ideally with corporate-level exposure
Strong cross-class knowledge and confidence handling complex policies
Solid understanding of market placement and insurer relationships
Experience with Acturis preferred
Cert CII qualified (preferred)
A confident communicator with a proactive, detail-oriented approach
What’s on Offer:
Salary up to £55,000 depending on experience
Hybrid working with excellent flexibility
Structured path to manage and grow your own book
Support with qualifications and continued professional development
A high-performing, collaborative team culture
Modern systems, strong client retention, and quality insurer relationships
If you're looking to step up into a more strategic, high-value broking role - this could be your next move. Apply today or drop me a message for a confidential chat.
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BUSINESS DEVELOPMENT MANAGER (COMMERCIAL FINANCE) LONDON – HYBRID WORKING UP TO £40,000 + £70,000 OTE INBOUND/QUALIFIED ENQUIRIES ONLY + PROGRESSION
Get Recruited are exclusively recruiting for a highly successful business in Commercial Finance, specialising in Invoice Finance, who are looking to expand their team with an experienced Business Development Manager. As a Business Development Manager / Consultant you will handle inbound enquiries from business owners across the UK, consulting them on the right solutions for their business. This is a fantastic opportunity for an individual from a Business Development Manager, Consultant, Broker, Inside Sales, Sales Executive role within Commercial Finance, Invoice Finance or a Commercial Lender who is looking to join an industry leading business, be supplied with a consistent pipeline of inbound & qualified leads and benefit from a highly lucrative commission structure!
THE ROLE:
Making contact with clients who have enquired about invoice and commercial finance
Building strong relationships with new and existing clients
Understanding each clients needs and referring them to the most suitable lenders based on relevant criteria
Producing written proposals to be sent to lenders
Working closely with and regularly liaising with lenders to follow up on your clients processes
Keeping in touch with prospects to ensure they receive contact form lenders, gain quotations and understand the solutions offered to them
Update the database to ensure that all customer details are accurate and entered onto the CRM
THE PERSON:
Experience as a Business Development Manager, Consultant, Broker, Inside Sales, Sales Executive role within Commercial Finance, Invoice Finance or a Commercial Lender
Excellent understanding of Invoice Finance products
Confident to work and build relationships with Business Owners, Directors and Senior Managers
Strong negotiating and communication skills
Attention to detail
THE BENEFITS:
Up to £40,000 basic salary
OTE £70,000 (Current team are regularly exceeding 6 figures!)
All leads are inbound and qualified! No Cold Calling!
Uncapped commission
Excellent opportunities for progression
Xmas Bonus
Regular social events
25 days holidays+ Bank Holidays + Xmas Shutdown
Private healthcare after 1 year
Life Insurance
Employee Wellbeing programme
TO APPLY: Shortlisting is taking place for this role soon so please send your CV through for immediate consideration
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Update risk details and information on customers on our integrated computer system
Liaise/refer queries from customers to insurers
Update Motor Insurance Database with vehicle changes
Obtaining and checking simple quotes
Post Sorting/Phone answering
Checking Documents
Training:Insurance Practitioner Level 3 Apprenticeship Standard:
The role will be fully undertaken within our office with training split between E-learning lessons with the training provider and on the job learning/mentoring with our own office team
Training Outcome:
We would expect Candidates to complete their Apprenticeship programme within 15 months of induction onto the Apprenticeshi
After that we would expect them to progress to Junior and then full Commercial Brokers with options for the right candidate to progress to other more senior roles within the company in due course (these are many and varied)
Employer Description:Attis was established in 2021 and are a fully independent insurance broker focusing on putting the customer first. Our Mission Statement is to protect the customer's balance sheet using the wealth of specialist experience that we have in the Commercial Broking Sector.Working Hours :Monday - Friday, 9.00am - 5.00pm (1 hour lunch)Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Analytical skills,Team working,Initiative,Willingness to Learn....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
? Delivering tailored advice on a range of mortgage products to suit individual client needs
? Conducting thorough financial assessments and recommending appropriate lending options
? Supporting clients throughout the mortgage application process
? Ensuring all documentation is accurately completed and regulatory requirements are met
? Keeping up to date with changes in the mortgage market and lender criteria
? Building lasting client relationships through excellent service and professional guidance
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Demonstrable experience in financial services or a related sector
? Proficiency in numeracy with confidence in financial calculations
? CeMAP (or equivalent) qualification is essential
? Ability to explain complex financial matters clearly and concisely
? Track record of delivering first-class client service
What's on offer:
? Competitive salary
? Performance-based bonuses
? Pension scheme
? Health & wellbeing initiatives
? Casual dress and team events
? Staff discounts
? On-site parking
? Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ro....Read more...
The working week will be Mon-Fri between 9.00am till 5.00pm.
Working alongside the rest of the admin team, you will be assisting in the day-to-day running of a busy office.
1. Dealing with clients, lenders, solicitors and estate agents by email and telephone.
2. Accurate and detailed data inputting of clients onto bespoke CRM and lenders systems.
3. Copying, scanning and electronically filing of client-sensitive documents.
4. Providing support to a busy broker team, with responsibility for your own cases.
5. General office duties, including help the social media accounts.Training Outcome:The right candidate will have the opportunity to continue in full-time employment as an administrator with the option to carry out further qualifications such as CeMAP. This qualification is required to give mortgage advice. 4 previous admin apprentices are now qualified advisers, and we currently have 3 administrators studying CeMAP.Employer Description:At Approved Mortgage Solutions Limited, we seek candidates who are genuinely motivated by helping others achieve their financial goals, particularly homeownership. A strong desire to deliver outstanding customer service, combined with integrity, professionalism, and attention to detail, is essential. We value individuals who take pride in building trusted relationships, are proactive in problem-solving, and demonstrate a commitment to ongoing personal and professional development. Drive, reliability, and a positive, team-oriented attitude are also key traits that help our staff thrive in a supportive but fast-paced environment.Working Hours :Your usual working week will be Mon - Fri. 9.00am till 5.00pm with an hour's lunch break. You will be working from our office in the Business and Innovation Centre in Sunderland.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Presentation skills,Administrative skills,Logical,;Approachable, Warm & Friendly,Presentable,An appetite to learn....Read more...
Commercial UnderwriterSalary up to £45,000Based in Hemel Hempstead
I'm pleased to be working with a small, family run insurance business looking to add to their Commercial Underwriting team.
If you are an Insurance Underwriter with experience with Commercial Combined policies apply today!
The Commercial Combined Underwriter role:
Assess and underwrite commercial combined insurance policies, including property, liability, business interruption, and other relevant coverages.
Analyse risk factors and evaluate potential clients' applications to determine the level of risk and appropriate coverage options.
Conduct thorough research, including reviewing financial statements, loss history, and industry trends, to make informed underwriting decisions.
Collaborate with brokers, agents, and other internal stakeholders to gather additional information and negotiate policy terms and conditions.
Ensure compliance with underwriting guidelines, regulatory requirements, and company policies.
Monitor and evaluate policy performance, making recommendations for adjustments or cancellations as needed.
Stay updated on industry trends, market conditions, and emerging risks to proactively adjust underwriting strategies.
A bit about you:
At least 3 years’ experience underwriting or for a commercial combined Insurance product.
Proven track record of working to and achieving individual targets.
Proficient in MS Office and with aptitude to use other MS Windows-based software.
Communication skills – able to communicate to people with various levels of knowledge, over the telephone and in writing.
Ensure you work within the binding authorities issued to us by insurers.
But the most important thing is that you are ambitious, you want to grow with us and you come in to work with a can-do attitude.
If you are a Commercial Underwriter, Account Handler or Insurance Broker who's looking for their next step, send over your CV today; we are currently shortlisting for interview.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
* Delivering tailored advice on a range of mortgage products to suit individual client needs
* Conducting thorough financial assessments and recommending appropriate lending options
* Supporting clients throughout the mortgage application process
* Ensuring all documentation is accurately completed and regulatory requirements are met
* Keeping up to date with changes in the mortgage market and lender criteria
* Building lasting client relationships through excellent service and professional guidance
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Demonstrable experience in financial services or a related sector
* Proficiency in numeracy with confidence in financial calculations
* CeMAP (or equivalent) qualification is essential
* Ability to explain complex financial matters clearly and concisely
* Track record of delivering first-class client service
What's on offer:
* Competitive salary
* Performance-based bonuses
* Pension scheme
* Health & wellbeing initiatives
* Casual dress and team events
* Staff discounts
* On-site parking
* Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
COMMERCIAL ACCOUNT HANDLER BIRMINGHAM SALARY up to £40,000 DoE PLUS HYBRID WORKING
THE OPPORTUNITY:
A well-established Birmingham-based insurance broker is expanding its team and is looking for a Commercial Account Handler to join and support the commercial insurance team. In this role, you will assist Account Executives by managing client portfolio requests such as mid-term adjustments, renewals, and general client queries. You’ll work with mid-market and corporate clients, handling policies typically starting from around £15,000. You will act as a key point of contact for clients, so strong communication skills and the ability to respond promptly and professionally to queries are essential.
BENEFITS:
25 days holiday plus Christmas and Bank Holidays
Healthcare package
3x death in service cover
Car parking facilities
Bonus scheme
Study payment and study leave support
Corporate membership paid
Hybrid working: typically 2 days home, 3 days in office
THE ROLE:
Supporting Account Executives with client management and portfolio maintenance
Liaising with clients and insurers to resolve queries
Assisting with mid-term adjustments and renewal processes
Preparing renewal documentation and reports for review
Building and maintaining positive client relationships
Handling day-to-day account administration tasks
THE CANDIDATE:
Experience in an Account Handler or similar customer-facing role within commercial insurance or financial services
Exposure to commercial insurance policies, ideally mid-market clients
Strong organisational and communication skills
Commitment to gaining industry qualifications (Cert CII preferred, with willingness to work towards DipCII)
A proactive and client-focused approach
TO APPLY:
We are currently shortlisting for interview. If you are an ambitious insurance professional seeking a new opportunity to develop your career, please apply today!
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Key responsibilities may include:
Portfolio Support
Ensure the smooth running of assigned portfolio
Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
Deal with any initial complaints and escalate in line with company processes
Relationship Building
Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
Be the first point of contact for day-to-day enquiries from internal and external stakeholders
Renewal/New Business Support
Support the creation of presentations for both new and existing clients
Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
Periodically attend client meetings with internal stakeholders as required
System Administration
Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
Provide a proactive professional service for both internal and external stakeholders
Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship
Certificate in Insurance (Cert CII) (if applicable)
Level 2 Functional Skills in English and Maths (if required)
Training will be via Davies, virtually, 6 hours per week off-the-job training
Training Outcome:This is dependent on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.
Increased salary upon completing the apprenticeship.Employer Description:One of the world’s leading independent insurance brokers.Working Hours :Monday to Friday, between 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
Key responsibilities may include:
Portfolio Support
Ensure the smooth running of assigned portfolio
Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
Deal with any initial complaints and escalate in line with company processes
Relationship Building
Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
Be the first point of contact for day-to-day enquiries from internal and external stakeholders
Renewal/New Business Support
Support the creation of presentations for both new and existing clients
Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
Periodically attend client meetings with internal stakeholders as required
System Administration
Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
Provide a proactive professional service for both internal and external stakeholders
Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and Maths (if required)
Training will be via Davies, virtually. 6 hours per week off the job training
Training Outcome:This is dependant on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.
Increased salary upon completing the apprenticeship.Employer Description:One of the world’s leading independent insurance brokers.Working Hours :Monday to Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
Key responsibilities may include:
Portfolio Support
Ensure the smooth running of assigned portfolio
Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
Deal with any initial complaints and escalate in line with company processes
Relationship Building
Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
Be the first point of contact for day-to-day enquiries from internal and external stakeholders
Renewal/New Business Support
Support the creation of presentations for both new and existing clients
Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
Periodically attend client meetings with internal stakeholders as required
System Administration
Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
Provide a proactive professional service for both internal and external stakeholders
Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and Maths (if required)
Training will be via Davies, virtually. 6 hours per week off the job training
Training Outcome:This is dependant on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.
Increased salary upon completing the apprenticeship.Employer Description:One of the world’s leading independent insurance brokers.Working Hours :Monday to Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
Key responsibilities may include:
Portfolio Support
Ensure the smooth running of assigned portfolio
Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping the Account Executive/Broker informed as appropriate
Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
Deal with any initial complaints and escalate in line with company processes
Relationship Building
Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
Be the first point of contact for day-to-day enquiries from internal and external stakeholders
Renewal/New Business Support
Support the creation of presentations for both new and existing clients
Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
Periodically attend client meetings with internal stakeholders as required
System Administration
Ensure client records are accurate in the respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
Provide a proactive professional service for both internal and external stakeholders
Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship.
Certificate in Insurance (Cert CII) (if applicable)
Level 2 Functional Skills in English and Maths (if required)
Training will be via Davies, virtually, 6 hours per week off-the-job training.Training Outcome:This is dependent on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.
Increased salary upon completing the apprenticeship.Employer Description:One of the world’s leading independent insurance brokers.Working Hours :Monday to Friday between 9.00am – 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Non judgemental,Patience....Read more...
Key responsibilities may include:
Portfolio Support
Ensure the smooth running of assigned portfolio
Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
Deal with any initial complaints and escalate in line with company processes
Relationship Building
Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
Be the first point of contact for day-to-day enquiries from internal and external stakeholders
Renewal/New Business Support
Support the creation of presentations for both new and existing clients
Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
Periodically attend client meetings with internal stakeholders as required
System Administration
Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
Provide a proactive professional service for both internal and external stakeholders
Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship.
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and Maths (if required).
Training will be via Davies, virtually. 6 hours per week off the job training.
Training Outcome:This is dependant on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.
Increased salary upon completing the apprenticeship.Employer Description:One of the world’s leading independent insurance brokers.Working Hours :Monday to Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Patience....Read more...
Commercial Insurance Account Executive Location: Coventry (Hybrid Working)
Salary: up to £55,000 plus Bonus
About the Role We are looking for a motivated and experienced Commercial Insurance Account Executive to join our client's growing team in Coventry. This is a client-facing role offering hybrid working arrangements and the chance to manage and expand your own portfolio of commercial clients. You will be responsible for managing an existing client base and developing new business to ensure continued growth.
Key Responsibilities:
Build and maintain strong relationships with both new and existing commercial clients
Manage and grow a portfolio of commercial insurance clients
Conduct client meetings and risk assessments
Identify opportunities to cross-sell and up-sell within existing accounts
Collaborate with Account Handlers to ensure efficient and effective client service delivery
Negotiate with insurers to secure the best coverage and terms for clients
Provide professional advice and tailored insurance solutions to meet client needs
Lead renewal strategies for your portfolio
Meet agreed targets for growth and retention
Essential Requirements:
Proven success in commercial insurance sales - ideally face to face client meetings
Strong technical insurance knowledge within SME to mid-market Commercial Combined Insurance
Professional CII qualification (or a commitment to obtain)
Excellent negotiation, presentation, and communication skills
A valid UK driving license
Strong commercial acumen with business development expertise
In-depth understanding of FCA regulations and compliance
Benefits:
Competitive salary based on experience
Bonus based on New Business and Renewals
Annual company-wide bonus scheme
Hybrid working model
25 days annual leave (increasing by 1 day each year up to 28 days)
Bank holidays
4x salary death in service benefit
Full support and funding for CII professional qualifications
Comprehensive training and development programme
To Apply: We are currently reviewing applications, so if you are an experienced Commercial Insurance Account Handler or Broker ready for an exciting new challenge, apply today for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
The Company Our client is a well-regarded financial services organisation known for delivering innovative lending solutions with a customer-centric approach. Backed by a strong culture of collaboration and continuous improvement, they support a wide range of borrowers across the Australian market. With a focus on agile decision-making, cutting-edge data insights, and long-term value creation, they are committed to empowering their people to shape meaningful product outcomes and drive real impact. The Opportunity A rare opportunity has emerged for a proactive and commercially savvy Senior Product Manager to lead and enhance a portfolio of lending products within a highly collaborative and forward-thinking environment. Sitting at the intersection of innovation, data insights, and customer experience, this role plays a central part in crafting mortgage solutions that resonate with both brokers and borrowers. You’ll work across the full product lifecycle — from ideation to execution — helping to shape product strategy and implement enhancements that drive growth, improve customer outcomes, and strengthen market positioning. Key Responsibilities
Collaborate with senior stakeholders to manage and optimise the home lending product suite, with a focus on customer and broker journey improvements
Use data and insights to identify new opportunities, drive product retention, and elevate customer satisfaction
Lead and implement change initiatives, including rate changes, promotional activities, and credit policy updates
Support the end-to-end delivery of new products and features, including go-to-market strategies, collateral, and communications
Track product performance and ensure alignment with regulatory requirements and internal risk policies
Monitor competitor activity and market dynamics to inform product roadmaps and strategic decision-making
Champion cross-functional collaboration across Sales, Credit, Pricing, Treasury, Operations, Marketing, IT, Risk, and Compliance teams
What You Bring
Deep experience in mortgage or lending product management within financial services
Strong commercial acumen, with a knack for identifying trends and converting insights into actionable strategies
Proven capability in leading product development and change management initiatives
Ability to work across technical, legal, and risk frameworks while maintaining a sharp focus on the customer
Exceptional communication, problem-solving and stakeholder engagement skills
Why Apply
Play a strategic role in shaping high-impact products and solutions
Worrk in a supportive, collaborative, and agile culture
Exposure to executive-level stakeholders and product decisions
Hybrid Sydney-based role offering flexibility and long-term career development
Whether you're a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole selves to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
As part of your role, you will need to complete avariety of tasks including:
Build and maintain ongoing relations with clients
Take information from clients, to enable assessment oftheir insurance needs and risk profile
Research insurance companies’ policies and negotiate to find the most suitable cover
Ensure that clients understand the terms and cover provided
Manage client needs throughout the policy life to include any amendments
Advise clients in respect of claims and how to mitigate risk
Support team members with managing their client base and answering customer queries via telephone and email.
No prior experience is required. You will be given appropriatesupport and supervision to both carry out your job role andcomplete the apprenticeship.Training:The training will take place online accessed from the employers working address.
Insurance Practitioner Level 3 Apprenticeship Standard:
Fully and part funded learning and development programme that includes the Cert CIIDevelop the knowledge, skills and behaviours of successful Insurance PractitionersRole-specific routes tailor the apprenticeship to the job role:Claims Handler/Loss AdjusterAssistant UnderwriterJunior BrokerFree CII membership for non-members through the CII Aspire Apprenticeship ProgrammeIncludes digital CII study books and exam entriesResit costs for CII exams and End-Point-Assessment will be covered by the employerFortnightly workshops for each CII examAll workshops recorded and available on demandInteractive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionalsExam tips, tricks, and strategiesRegular tutorials and assessments with sector expertsTraining Outcome:With further training and career development opportunitiesavailable, this is a really exciting time to join our business andbuild a long and successful career within the insurance industry.We personally invest and fully support and develop our staff.We ensure that workload and cases are reviewed followingapprenticeship completion, in order to push up developmentand ability by increasing variety of cases, premium and producttype.Employer Description:We are Commercial Insurance Specialist Brokers located in South Manchester, operating at local level within our community but have global reach to provide our clients with the best possible service and protection. We offer a full range of insurance and risk management solutions to a wide spectrum of corporate clients and have been successful in providing insurance solutions to sole traders and SME enterprises through to Corporate and PLC’s.
We benefit from the financial strength of our DR& P “Group” and far-reaching operations, allowing us freedom to transact with a multitude of Insurers, including MGA’s and Wholesalers, to get the best coverage and pricing for our clients.Working Hours :Monday to Friday 9:00 am to 5:00 pm with a half hour break for lunch each day.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working....Read more...
