Please note this position cannot consider overseas applications
JB Brokers Ltd (part of the Partners& Group) are recruiting for;
A Commercial Insurance Sales Advisor...
Office locations: Chester (CH4 0BY), Liverpool (L13 1DA) or Southport (PR8 5AB)
INSURANCE SALES EXPERIENCE (DESIREABLE)
TARGETED SALES EXPERIENCE (HITTING KPIs)
A MUST
The role will be focusing on
New Business
through referrals/inbound leads/networking/plenty of pro-activity
The role is a full-time permanent position, office based working Monday - Friday 09:00-17:00
About the job
We are looking Commercial Insurance Account Executives at our locations in Wrexham, Liverpool and Southport. If you're considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We're looking for positive people with a can-do attitude to join JB Brokers part of the Partners& group. We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.
About our culture at Partners&
Partners& was founded on the notion of partnership - it's in our DNA. Each of us has a part to play in our success, and belonging, diversity and inclusion is at the heart of our culture. We believe that motivated and talented people deliver the best client service, which is why we nurture a flexible and respectful working environment where people can thrive - that means bringing our whole authentic selves to work, sharing our diverse life experiences and contributing our unique skills in all that we do, for our clients and our colleagues. In 2021, we won Best Diversity & Inclusion Programme at the UK Broker Awards - and we continue to develop our people agenda to ensure we retain and attract the top talent. We hope to welcome you to Partners!
Responsibilities
Establish and maintain deep relationships with clients
Use our Partners& Difference and Client Journey methodology, collaborating with our wider internal teams, to help clients understand the risks they face and build a greater resilience into their businesses.
Develop and implement effective sales strategies to
meet and exceed sales targets
, building and managing a personal pipeline of potential clients.
Ability to think strategically about the client base and
proactively bring opportunities
/ideas to the wider trading teams.
Ability to use technical knowledge to shape discussions with clients and provide guidance to the client teams.
Upholding our compliance and Client Journey standards to the highest level.
Providing accurate sales forecasts to the Team Lead.
Using business development resources to grow our portfolio of new clients.
To act as point of reference with insurers and dealing with negotiations.
Working always to business operational standards, policy and processes.
To build positive working relationships with internal colleagues and teams.
To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
To maintain own learning and CPD.
Displays our PACE Values through behaviours with all stakeholders.
Qualifications
Cert CII or working towards.
Experience/Skills
Proven track record in insurance sales or very similar sales.
Excellent communication, administration and decision-making skills.
Proactive
Sound technical knowledge of the Insurance Industry with reference to commercial insurance (desirable) .
Ability to organise workflow, prioritising tasks and managing own time.
Exemplary customer care
Confident in using Microsoft Suite.
Working knowledge of broking processes and regulatory standards.
Up to date knowledge of FCA compliance rules.
Competent user of insurance client system; Acturis an advantage.
Confident in both raising & receiving concerns & know how to appropriately escalate issues.
Engage with other team members to achieve better customer outcomes.
Encourage others to embrace an inclusive culture.
Consider the wider context of situations & deal with any ambiguities.
Consistently role model professional principle, values & personal integrity in order to build trust.
Benefits
30 days holiday + bank holidays
Generous pension contribution
Private Medical Insurance
Group Life Assurance
Group Income Protection
Referral programme
Onsite parking
Bonus and commission scheme
Continuous product and insurer knowledge training will be given after initial induction completed. A six-month probation period will apply with the role and personal checks will be carried out to comply with GDPR guidelines.
35k+ On-Target-Earnings (minimum you will earn if you hit set sales targets)
Chester (CH4 0BY), Liverpool (L13 1DA) or Southport (PR8 5AB)
Interviews will be carried out over the next few weeks, with a start date projected for January/February 2026
Strictly no agencies please
Job Types: Full-time, Permanent
Pay: Up to 34,950.00 per year
Benefits:
Casual dress
Company events
Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Private medical insurance
Referral programme
Ability to commute/relocate:
Chester CH4 0BY: reliably commute or plan to relocate before starting work (required)
Experience:
Commercial Insurance Sales: 1 year (preferred)
Sales Negotiation: 2 years (required)
Office Sales: 2 years (required)
Language:
English Fluently (required)
Work authorisation:
United Kingdom (required)
Work Location: In person
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