New Business Account Handler

New Business Generation

• Achieve targets set in respect of new business growth and lead generation and other key performance indicators
• Lead generation on various new business campaigns
• Offer information, guidance and quotes to prospects in respect of their insurance needs and converting these to clients
• Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs
• Use the information gathered, to determine which insurers will provide the most competitive rates for the covers required
• Obtain quotations, using quotation systems, rating guides or by referring to insurers
• Communicate quotations, advising the most appropriate in terms of price and cover to meet the prospect’s needs
• Discuss any “additional” covers to ensure that all insurance requirements are satisfied
• If the quote is accepted verbally, issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and other documentation required to comply with FCA regulation
• Scrutinise new business documents received from insurers making sure they are accurate before issuing to clients
• Issue invoices and policy documents and update client records
• Chase and receive payments by cheque, credit card and direct debit
• Cross sell and up sell products to existing clients
• Offer information, guidance and quotes to existing clients in respect of their insurance needs
• Respond quickly and effectively to client requests relating to their insurance requirements
• Develop a positive relationship with clients and show them where they can obtain better value on other insurances they hold
• Other duties and responsibilities as may be needed to aid business development

 Client Service

• Provide additional advice to clients as required on risk related matters
• Provide back up to existing client business as and when required
• Pro-actively review all insurance procedures in use and suggest continual improvements as part of Treating Customers Fairly initiatives.
• Occasional attendance at customer events as needed

• Commitment to providing the best level of service (E)
• Sales, influencing and negotiation skills to achieve targets and best outcomes for clients (E)
• Ability to generate own leads, follow up and convert business€
• Excellent telephone sales skills (E)
• Excellent customer service skills (E)
• Strong communication and interpersonal skills (E)
• Ability to work to targets (E)
• Ability to work to deadlines and/or under pressure (E)
• Good organisational skills (E)
• Team player (E)
• Ability to deal with difficult situations and customers (E)
• Display positive attitudes and a can do approach with a fit to working in a values based company (E)

• Knowledge of charities insurance needs (E)
• Knowledge and experience of FCA Compliance and TCF practices (E)
• Computer literate and experience of using insurance systems (E)
• Professional insurance qualifications – Cert CII or Diploma in Insurance (D)
• Experience and track record in new business sales (E)
• Experience of working in the commercial insurance and broking industry (E)
• Must be able to demonstrate experience of insurance broking and ability to negotiate successfully with insurers to achieve best solutions for clients (E)
• Must be able to advise on, sell and service all classes of commercial insurance products (E)
• Experience in selling, broking and advising on small charities insurance and direct dealings with charity clients (D)
• Ability to develop solutions to customers insurance requirements (E)

• Work as an effective member of Unity team
• Comply with all business and office procedures and FCA rules
• As a committed member of the team, you must be flexible and adaptable in terms of whatever may be required of you
• Ensure relationships with insurers are enhanced through your professionalism
• Follow all procedures to protect the client, us and the insurer
• Ensure all relevant information is given to the client as required
• Take responsibility for your personal development in terms of understanding the policies, procedures, the legal and regulatory framework and to share this knowledge with your colleagues.
• Ensure you act in accordance with current regulatory procedures

Benefits

Holiday Entitlement: On top of your generous 25 days holiday we give you up to three extra days off between Christmas and New Year. And that’s not all, holiday goes up to 28 days after 2 years’ service and 32 days after 5 years’ service.

Looking after your health and wellbeing

Simply Health scheme: Optical, dental and many more appointments covered, as well as great gym and family days out discounts.

Sickness absence: Once you’re three months in, we have generous sickness pay, above the statutory.

Looking after your future

Generous Pension Scheme: We look after your future. We will double your contribution up to a maximum of 10%.

Looking after your family: Your loved ones will receive four times the basic salary if you pass away while employed by us.

Getting to and from work

Car parking: Yes, our parking is free at all sites. 

Minibus Service: When working at Gilwell Park, a minibus can collect you at 08:20, 08:35. 08:50 from Chingford Station and drop you back at 16:30, 16:45, 17:00 and 17:15. 

We are proud to be a family friendly employer

Personal Days: Up to four personal days paid leave a year. 

Maternity/Paternity Leave: We pay maternity leave above the statutory minimum requirement.

Start and finish time: Employees can apply for some flexibility on their start and finish times of work.

Making your money go that little bit further

Scout Store purchases: You can buy Scout Store merchandise with a discount of 25% on certain items.

Online benefits portal: Our online benefits portal allows you to tailor make your own benefits package.

Developing yourself and others

Study and volunteer leave: Special leave includes paid leave for volunteering and study leave.

The Scout Association Structure

The UK headquarters of the Scouts is based at Gilwell Park, Chingford, London, and is operationally divided into four directorates.

By 2023 we will have prepared more young people with skills for life, supported by amazing leaders who deliver an inspiring programme. We will be growing, more inclusive, shaped by young people and making a bigger impact in our communities.

Strategic Plan Summary

Strategic Plan in Full