Job Description - New Business Account Handler

Salary: up to £45,000 (DOE) OTE of £60,000.

Location: Shrewsbury but would consider an experienced Account Handler anywhere in the UK.

Additional Pay: Strong additional commission for generating business from self-generation activities.

Benefits for Account Handler:

* Uncapped Commission Scheme.

* 25 paid days holiday plus bank holidays.

* 5 paid personal days per year.

* Annual staff events, such as a Christmas party.

* Great team culture and work environment.

* Free access to a GP 24/7 from your phone (extends to household).

* 50% discount on mortgage fees and other financial services.

* Quarterly team incentive budgets for management use.

* Access to free counselling services and financial advice.

Heels and Brogues Recruitment are working with an award-winning insurance company to recruit for this fantastic opportunity as a New Business Account Handler.

Are you an experienced insurance salesperson looking to take the next step in your career? This could be the role for you! You'll be joining a fast-growing commercial insurance brokerage that provides insurance solutions for businesses of all sizes across various sectors.

You will be provided with warm leads—no cold calling is required—and will have the opportunity to develop long-term relationships with clients while delivering great customer service and accurate advice.

Key Tasks:

* Contact prospects with the key aim of winning them as clients.

* Develop strong, long-term relationships to build a loyal customer base.

* Fully assess the demands and needs of each client to ensure comprehensive coverage with no gaps.

* Sell services clearly and understandably.

* Provide exceptional customer service while adhering to compliant sales practices.

* Negotiate with insurers and build relationships with key markets.

* Enter data with high accuracy.

* Liaise with various departments to ensure top-quality service is delivered to each client.

Key Skills:

* Ability to listen and understand client demands and needs.

* Capable of outlining policy features and benefits to drive action.

* Skilled in asking open questions to better understand client businesses.

* Excellent communication, teamwork, and self-management skills.

* Dependable, honest, and compliant—no hard selling.

* Willingness to improve, receive training, and be open about areas of weakness.

* A flexible and open attitude to change.

* Ability to report data and present to management.

Company Structure:

You will report directly to the Managing Director. Together, KPIs will be set and tracked. One-to-one meetings will be held monthly for the first six months, after which they will occur quarterly.

Training and Development:

You will work closely with the training and compliance team, who will conduct a 1-to-2-week induction when you join, and who will carry out monthly performance audits. There is excellent in-house support and training to help develop your knowledge.

Experience for an Account Handler:

* Proven track record of 5 years in sales is required.

* At least 3 years of experience in insurance is preferred.

* CERT CII (or equivalent) is highly desirable.

* Demonstrated ability to meet and exceed sales targets