New Business Exec

New Business Executive

Drive client acquisition and revenue growth by building and managing relationships with new and existing clients.

Key Responsibilities:

• Achieve a monthly income target of £7,500 and take ownership of performance.
• Generate leads and secure new business through verbal and written communication.
• Identify and develop business opportunities.
• Assess risks and present them to insurers and decision-makers.
• Negotiate terms with insurers and process policy quotes.
• Develop strategies to enhance growth and improve processes.
• Convert inquiries into sales to meet business targets.
• Maintain accurate client records and prepare quotations.
• Promote and sell company products and services, meeting monthly and annual goals.
• Cross-sell relevant insurance products based on client needs.
• Handle technical queries from clients and insurers.
• Deliver excellent customer service by addressing queries promptly.
• Stay updated on company processes and industry changes.
• Participate in team meetings and share best practices.
• Support projects as needed.
• Keep systems updated to ensure accurate reporting and compliance.
• Complete required training and development hours for CPD and regulatory compliance.
• Adhere to regulatory principles and company policies to protect clients and business interests.

Knowledge & Experience:

• Proven sales experience and ability to manage client relationships.
• Track record of meeting or exceeding sales targets.
• Knowledge of insurance and broking (preferred).
• Willingness to pursue professional qualifications (CII preferred).

Skills:

• Strong drive to develop within insurance and sales.
• Excellent communication, negotiation, and listening skills.
• Resilience under pressure and adaptability to industry changes.
• Ability to work independently and manage workload effectively.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Professional and articulate in verbal and written communication.