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Manage commercial insurance client relationships, achieve new business and renewal targets, generate and act on leads, prepare broking notes, negotiate with underwriters, expand accounts through cross-selling, and ensure high levels of customer service and accurate documentation.

Conducts first-line quality and compliance activities within an FCA-regulated financial services business. Responsibilities include file audits, regulatory and conduct risk monitoring, complaint investigations, DSAR processing, sanctions-match reviews, breach escalation, maintaining records, trend analysis, training support, and implementing remedial actions to promote compliance and positive customer outcomes.

Supports the Claims Team in managing commercial insurance claims from first notification through settlement. Responsibilities include maintaining accurate records, liaising with clients, insurers, loss adjusters, solicitors, and other third parties, and assisting with claim progression. The role provides training, mentoring, and exposure to motor, property, public liability, employers’ liability, and specialist commercial claims.

Drive profitable growth across an established panel of UK insurance brokers by identifying commercial opportunities, managing pipelines, increasing product adoption, and converting opportunities through insurer markets. Build relationships with senior decision-makers, develop joint growth plans, use broker data and market intelligence, coordinate insurers and internal specialists, maintain CRM records, and meet income, placement, retention, and service-adoption objectives.

Manage commercial insurance accounts, including new business, renewals, policy adjustments, client relationships, risk reviews, cross-selling, lead generation, negotiations with underwriters, and account growth. The role requires advising clients on suitable insurance solutions, preparing broking documentation, meeting sales targets, and delivering strong customer service. Candidates need at least five years of commercial insurance broking experience, knowledge of commercial insurance products, and a commitment to professional qualifications.

Sell and manage commercial insurance solutions for businesses: win new business, handle quotations, renewals and MTAs, place covers with underwriters, maintain insurer/client relationships, meet FCA requirements, and hit targets.

Resolves tenancy deposit disputes between landlords, agents, and tenants by reviewing evidence, applying scheme rules and relevant law, and issuing clear, well-reasoned decisions. The role also supports case assessors, advises on technical dispute issues, processes adjudication-related administration, writes case studies, and meets adjudication deadlines while working independently and collaboratively.

Graduate broker training role focused on selling and servicing commercial insurance accounts. Responsibilities include prospecting, analyzing client insurance needs, negotiating with insurers, acquiring and retaining business, collecting premiums, maintaining client records, meeting compliance requirements, and building strong stakeholder relationships. The role includes development through CPD, insurer training, policy reviews, mentoring, and participation in sales and client meetings.

Graduate broker training role focused on commercial insurance sales and relationship management. Responsibilities include prospecting, analyzing client insurance needs, negotiating with insurers, acquiring and retaining business, collecting premiums, maintaining client records, meeting compliance requirements, and achieving sales, margin, conversion, retention, and credit-control targets. The role also involves professional development, client and insurer meetings, networking, and use of internal CRM, workflow, and insurance quoting systems.

Proactively generate and convert new corporate insurance business through cold calling, quoting, and relationship-building. Provide specialist advice, prepare accurate admin and quotations, liaise with insurers, meet regulatory requirements, and support team and accounts. Target: 40 quotes/month with a 1:3 conversion rate.