New Business Account Handler

Job Title: New Business Account Handler

Salary: £40,000

Location: Warwickshire – Hybrid

PURPOSE OF ROLE

An exciting opportunity has arisen for a New Business Account Handler to join a growing insurance team. This varied role will support the New Business function by managing website-generated enquiries, coordinating administration and assisting with the preparation of quotations and market submissions. Working closely with New Business Executives, you will help ensure prospective clients receive a high standard of service while keeping enquiries moving through the sales process. The role is ideal for someone who enjoys a combination of client interaction, insurance administration and working within a fast-paced team. There is also genuine long-term career progression available, with the opportunity to develop into a New Business Executive position in the future.

RESPONSIBILITIES

• Act as the initial point of contact for new business enquiries received through the website.
• Gather relevant client information and complete initial fact-finding.
• Manage enquiries from the initial contact through to completion.
• Support New Business Executives with risk presentations and insurer market submissions.
• Obtain quotations through insurer portals, Acturis eTrade and manual submissions.
• Liaise with insurers to secure competitive terms, quotations and supporting information.
• Maintain strong relationships with insurers and prospective clients.
• Ensure all client information is accurate, complete and compliant.
• Keep Acturis and other internal systems updated throughout the sales process.
• Assist with client onboarding, policy documentation, invoicing and premium finance administration.
• Monitor enquiry pipelines and provide updates on progress, conversion opportunities and outstanding actions.
• Support management information, reporting and new business performance tracking.
• Identify opportunities to improve processes and create efficiencies within the team.

DAY-TO-DAY

• Managing a portfolio of online new business enquiries and ensuring they progress efficiently.
• Contacting prospective clients to gather information and understand their insurance requirements.
• Preparing quotations and supporting New Business Executives with submissions to insurers.
• Chasing outstanding information from clients and insurers to keep enquiries moving.
• Coordinating diaries, follow-up activity and pipeline administration.
• Updating Acturis and maintaining accurate records.
• Supporting the onboarding of new clients, including documentation, invoicing and premium finance arrangements.
• Building positive relationships with prospective clients and delivering excellent customer service.
• Ensuring all activity is completed in line with FCA requirements, internal procedures and compliance standards.
• Working collaboratively with the New Business team to help generate and convert new opportunities.

EXPERIENCE

• Previous experience within the insurance industry, ideally in a broking, account handling or new business environment.
• Experience dealing with client enquiries and gathering information to support insurance quotations.
• Knowledge of commercial insurance products and the quotation process would be advantageous.
• Experience using Acturis, insurer portals or Acturis eTrade would be beneficial.
• A background in insurance administration, account handling or sales support is desirable.
• Experience managing multiple enquiries and prioritising workloads.
• A willingness to learn and develop towards a New Business Executive position.

SKILLS

• Strong communication and customer service skills.
• Excellent organisation and time management.
• Proactive approach with the ability to take ownership of enquiries.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Confident liaising with clients, insurers and internal colleagues.
• Good understanding of insurance processes and compliance requirements.
• Comfortable working with systems, records and administrative processes.
• Team player with a positive and professional approach.
• Commercial awareness and a genuine interest in developing new business.
• Ambition to progress and develop within the insurance industry.

If you have the relevant experience or know someone who does, please contact Joe Cappalonga on 07458 162842 or email joe@lawesgroup.co.uk