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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance broking and account management, with a strong focus on generating new business, client retention, and regulatory compliance. Possesses exceptional negotiation, relationship management, and communication skills to drive revenue growth and maintain client satisfaction.
Highest-signal resume keywords
Insurance Broking ExperienceBusiness DevelopmentClient Relationship ManagementRisk ManagementRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Products KnowledgeRisk AssessmentNegotiation SkillsSales Growth StrategiesPortfolio Management
Soft Skills
Communication SkillsCustomer ServiceOrganisational SkillsAttention to DetailTeam Collaboration
Industry Keywords
Client RetentionCross-Sell OpportunitiesUp-Sell OpportunitiesMarket OpportunitiesClaims History Assessment
About the role
Key responsibilities & impact- Generate new business through referrals, networking, website enquiries, and allocated prospect opportunities
- Build and maintain a strong pipeline of qualified prospects
- Identify and secure cross-sell and up-sell opportunities
- Develop long-term relationships to drive revenue growth and client retention
- Expand professional networks and seek new market opportunities
- Deliver outstanding customer service throughout the client journey
- Provide expert insurance advice tailored to client needs and risk profiles
- Manage agreed renewals and mid-term adjustments proactively
- Assess risk and claims histories to secure competitive terms from insurers
- Maintain regular client contact to ensure satisfaction and retention
- Work closely with the Assistant Director and leadership team to build and develop a profitable portfolio
- Drive sales growth and client retention while maintaining regulatory compliance
Requirements
What you’ll need- Proven experience in insurance broking, account management, or business development
- Strong track record of generating new business and growing client portfolios
- Excellent negotiation and relationship-management skills
- Commercially aware with strong business acumen
- Ability to identify opportunities and convert prospects into long-term clients
- Strong understanding of insurance products, markets, and risk management
- Exceptional communication and customer service skills
- Ability to work independently while contributing to team success
- Strong organisational and administration skills with excellent attention to detail
- Experienced cross-class insurance professional
- Strong technical knowledge
- Full regulatory compliance
Benefits
Comp & perks- Competitive salary with an annual pay review
- Strong bonus scheme
- Hybrid working with 2 days based in the office
- 27 days annual leave, including a day off for your birthday and another for a religious holiday of your choice, plus bank holidays
- Auto enrolment into pension scheme with 5% employer matched contribution
- Flex-benefits: a range of flexible benefits to choose from
- Group Life Assurance cover
- 3 months Maternity, Paternity & Adoption leave, all fully paid
- Professional qualification study support relevant to your role and career
- Perks at work, including discounts on cinema tickets, meals out, luxury items, etc.
- Holiday purchase scheme, up to 5 days annually
- Tailored L&D plans
- Support for CII training, apprenticeships, and funded study packages