Activity Management: Primary role in identifying and acquiring new clients. Proactive new business generation by client interaction, through networking, relationship building, and attending industry-related events, utilising existing contacts in these sectors where possible. Building a balanced pipeline for future revenues by engaging with senior-level decision-makers in our target industries. Contacting identified prospects across the country daily, ensuring quality conversations with the relevant stakeholders. Obtaining key financial data and relevant information from targeted prospects to prepare our market submissions for insurer/underwriting review. Effectively managing a pipeline of prospects to meet short, medium, and long-term sales targets. Providing activity reports and pipeline status at regular intervals as agreed with management. Promoting the business and general insurance products to clients. The achievement of a new business sales target. Customer Service: Portray a professional image to meet or exceed customer service standards. Take personal responsibility for delivering the highest level of accuracy and quality in your work. Customer Relationship Management: Build and maintain good business relationships with all customers by establishing trust, anticipating needs, sharing information, and meeting commitments. Understanding of clients' business issues, insurance needs, and expectations. Offering exceptional customer service & product knowledge. Requirements: Minimum CIP required. Candidate must be capable of working on their own initiative, managing a book of prospects, and constantly chasing down new leads to completion. Ability to identify and expand opportunities for business development. Strong communication and negotiation skills are essential. Demonstrate excellent technical & product knowledge. A good degree of personal organisation and a structured approach to time and resource management. Ability to support and work with other colleagues. Person Specification: Previous applied experience (desirable). Proficient in Office, including Outlook, Word & Excel. A friendly and assertive manner on the phone and in person. Ability to develop relationships with insurers and clients. Willingness to learn & develop. Strong work ethic.
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