An exciting opportunity has arisen to work for a new insurance broker attached to a successful financial services company to support the managing director with their influx of new business enquiries as well as handling existing accounts to a high level. This is also an opportunity to grow your own book of business through your new business generation skills. It is beneficial to applicants if you have a strong background in broking in commercial property and construction sectors. The Opportunity Ability to handle, maintain, develop, and retain existing clients for full commercial portfolios (Commercial Combined, Property Owners, PI, D&O, CAR, Liabilities etc.). Placing policies open market up to GWP £300,000 Strong administration skills and ability to administer insurance policies and service clients effectively Working within the FCA guidelines and ensuring compliance in all workload Put together renewal presentation and quotations and obtain the clients renewal for their insurance ...
An exciting opportunity has arisen to work for a new insurance broker attached to a successful MGA and to become part of the core team in the business. We are looking for an individual that holds strong administration skills within insurance as well as the ability to close new business and re-broke policies open market. It is beneficial for your application if you have had some experience in the private client’s space also. The Opportunity - Ability to handle, maintain, develop, and retain existing clients for full commercial portfolios (Commercial Combined, Fleet, Trade, Property Owners etc.). - Placing business in the private client’s sector (HNW home and car policies) - Placing policies up to GWP £5,000 - Strong administration skills and ability to administer insurance policies and clients effectively and efficiently - Working within the FCA guidelines and ensuring compliance in all workload - Out together renewal...
Boxtree Recruitment have been engaged to source a number of Collections and Servicing Agents for a very exciting client who have innovative and exciting new concept in online banking and mortgage lending Responsibilities: Provide customers with a friendly yet firm management of their accounts, treating them in a fair and professional manner Working as part of a supportive team, you will support customers who require help to service their mortgage across the time their loan is held There could be times when customers experience financial difficulties in stressful and sometimes emotional situations, which you’ll be required to support. You will have a great opportunity to make a difference to customer’s lives through your work. Key Competencies You will have a good understanding and experience of working in the UK Mortgage Market. Excellent customer service Problem solving and decision making Team working Communication Results focus Attention to detail Company...
Boxtree Recruitment are currently working for a commercial insurance specialist insurance brokerage in Kent who are currently looking for an experienced business development executive within commercial insurance. It is desirable for this person to have experience working within the construction market previously. 80% of leads for this position will be supplied and 20% are expected to be self-generated. Working hours will be 8.15 – 5.30pm Monday to Friday. Responsibilities: Developing and closing new business within the company Renew key client policies where necessary Undertaking your own administration Required: 1-3 years’ commercial experience (personal lines experience will be considered) An excellent track record in new business sales Company Benefits: Sick pay after passed probation Statutory holiday entitlement (20 days + 8 bank holidays) with an extra day at Christmas (at managers discretion) plus an extra day after 5 years’ service Parking on site...
Boxtree Recruitment are currently working for a commercial insurance specialist insurance brokerage in Kent who are currently looking for an experienced sales manager to manage 3 executives and drive growth to become a team of 7. It is desirable for this person to have experience working within the construction market and placing business onto schemes previously. This role is equal parts a hands-on new business development role as it is a management and mentoring focused position. Leads will be provided for you to work from. Working hours will be 8.30 – 5.15pm Monday to Friday. Responsibilities: Manage and motivate the team, monitoring performance Set team goals and suggest areas of training Closing on business from leads generated and self-generating leads Reporting, objective setting and motivating the team Hold team meetings which encourage positive attitudes and compliant work Push for sales targets to be met Support team...
Boxtree Recruitment have been engaged to source an experienced Underwriter for a very exciting, growing and successful bank in London. Our client has a portfolio of products that cover both residential and commercial properties. Responsibilities: Underwriting complex bridging loan applications within company lending criteria Accurately assess the risk attributed to the application Assess credit reports, documentation relating to verification of employment or self-employment and valuation reports. Required: Underwriting experience within bridging is essential Ideally a mandated underwriter Benefits PMI, DIS, a pension scheme, season ticket loan scheme and competitive holiday entitlement that increases with service Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our candidates....
An exciting opportunity has arisen to work for an independent insurance broker who is willing to support any level of insurance candidate in their career aspirations to become a successful producing broker in the commercial insurance market. The brokerage specalise in commercial insurance, construction, haulage and technology sectors and have seniors within the brokerage who are experts in these areas. The Opportunity - Generate, handle, maintain, develop, and retain clients for their commercial insurance needs (Commercial Combined, PI, Office, Liabilities and D&O etc.) - Broking risk open-market - Self generation of leads as well as utilising the marketing team to win new business - Working within the FCA guidelines and ensuring compliance in all workload - Grow a sustainable book of business Company Benefits Full support in obtaining CII qualifications Please note that we expect a high response to this position if you have not...
Boxtree Recruitment have been retained to assist a prestigious, sought-after global insurance broker to assist in the appointment of a Client Director to drive growth and identify new business opportunities within the Employee Benefits team. The purpose of the role is to work alongside the Corporate Employee Benefits team and build new and retain existing profitable business. You will be used to self-generating new business, provide excellent client service, and retain existing clients with first-class advice, through effective and competent activities within ethical, legal and compliance guidelines. The primary aim of this role is to develop the corporate client base. Responsibilities/Required: Identifying and establishing contact with new potential clients Attending client meeting Gathering/analysing the information needed to provide financial advice Reviewing clients' circumstances and take appropriate action Making appropriate recommendations in line with regulatory guidance Company Benefits 4 x annual salary life cover Permanent health insurance BUPA Cover Group personal...
Boxtree Recruitment have been engaged to source a Loan Manager for a very exciting, growing and successful lender in London. Our client has a competitively priced and attractive proposition and makes all lending decisions in house. Responsibilities: Ensure all files are compliant and are satisfied with the file on receipt of COT Ensure all reports given by the Loan Administrator are kept up to date and any outstanding/overdue are reviewed and investigated Manage and control the redemption process including default clients Support on maintaining internal investors, this includes completion statements and fund agreements. Required: Knowledge of the bridging / short term property finance sector Audit of files Duration of loan (client care) Redemption of loan Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful....
Boxtree Recruitment have been engaged to source a Portfolio Manager (Development Finance) for a very exciting, growing and successful lender in London. Our client has a competitively priced and attractive proposition and makes all lending decisions in house. They are institutionally and internally funded. Responsibilities: Review monthly QS reports and monitor development progress, attending site visits as appropriate Track actual expenditure against agreed cost schedules and escalate any forecast or actual budget variances or cost overruns as appropriate; Track progress against agreed project milestones and escalate any forecast or actual breaches as appropriate Required: Experience of monitoring residential development projects and tracking expenditure against budget; Knowledge of excel and ability to input data into basic financial models; Company Benefits: Pension, top level private medical that can be upgraded to include critical illness (at additional cost etc), death in service benefit, 25 days holiday Please note that we expect a...
Boxtree are exclusively representing our client to support them in appointing a Senior Underwriting Analyst to work alongside their senior analytics team. If you haven’t spoken to Boxtree Recruitment about this role, then no one else will! We are exclusively representing the client so make sure you apply now or look at our website for details. The senior team of analysts are responsible for driving growth within the business throughout their eTrading distribution channels, utilising market leading underwriting technology. Utilising your existing private lines underwriting and analytical experience, you will identify trends and patterns within millions of data records and using data enrichment, build and deliver increases in performance targets. GET IN TOUCH IF; You want the flexibility to work from home or in the office You have a proven track record in analysing big data within private lines insurance in the underwriting space You have a commercial approach to...
Boxtree are exclusively representing our client to support them in appointing a Technical Underwriting Manager, reporting directly into the Director of Underwriting. If you haven’t spoken to Boxtree Recruitment about this role, then no one else will! We are exclusively representing the client so make sure you apply now or look at our website for details. The ideal candidate will have a proven track record in providing technical oversight to underwriting departments, specifically within personal lines insurance products. Utilising your existing underwriting and analysis experience, you will be well versed in technical documentation suites, innovation of underwriting guides, writing technical endorsements to be used by underwriters and maintaining technical underwriting controls within the underwriting teams. With a strength in binder governance, you will be confident in delivering constructive and minimum underwriting standards and ensuring quality throughout the team is widely revered. GET IN TOUCH IF; You want the flexibility to...
Boxtree Recruitment have been engaged to source a Senior Mortgage Underwriter for a very exciting, growing and successful product provider in Livingston. Our client has a competitively priced and attractive proposition and makes all lending decisions in house. They are institutionally and internally funded. Responsibilities: · Manage team workloads and resourcing to achieve required service levels for initial application assessment · Provide technical support to the Underwriting team · Regular QA checks on Underwriter activity · Agreeing and reviewing SMART development plans Required: At least 3 years mortgage experience Excellent communication skills with experience of dealing directly with brokers and applicants CeMAP qualification preferred Company Benefits: Life Insurance On-site parking Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.
If you are an experienced Account Executive qualified in Account Management and generating New Business within the Real Estate and Property market, then Boxtree would like to hear from you!! We are seeking a driven and ambitious Account Executive to join our clients experienced and respected team. You will be the glue between the senior department of Directors and the Account Handlers and will have a proven record in providing support within a Real Estate and Property capacity. Responsibilities: Maintaining a mixed portfolio of property owners, managers, and developers Maintain relationships with key clients in the Real Estate and Property sector of the business Meet targets and increase revenue for the Real Estate/Property sector of the business Building and maintaining profitable relationships with clients Attending client visits Generating new business through networking, referrals, lead generation Required: Solid understanding of Real Estate and Commercial Property Owners products 5...
Boxtree are currently representing a well-respected Lloyds brokerage in their search for a hungry development professional with strong commercial product knowledge. Responsible for the development and execution of new business prospects and pipeline generation as well as the positive promotion of the business in the market. You will have the support of a fully functioning office to help manage the workload and the support of an inspired management team to perform to the best of your ability. Responsibilities: Build and grow new relationships for the business Develop and create new business via networking, product development and other innovative mediums Prepare and maintain a new business initiative Required: Must have experience within retail broking and commercial/corporate insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous Company Benefits: Shareholding opportunities for the business (with a proven history) Promoting a collaborative...
Boxtree Recruitment are working with an extremely successful and established insurance brokers based in Surrey. A brand-new position has opened within the commercial renewal team for an experienced, mature Commercial Account Handler to assist key members of staff in retaining clients and broking both on scheme and open market. Handling a variety of commercial insurance clients within SME/ mid-SME market, you will have a solid background in general commercial insurance broking. Role responsibility Handling existing client’s renewals and assisting the team in broking difficult or complex renewals Ensuring conversion of new requests for quotations to clients and adjustments are made Working with insurers and account executives within the office securing MTA’s and renewal terms. To operate in accordance with FCA and company agreed processes To review and provide technical advice and opinion on Clients’ and Prospects’ insurance programmes To put together Client quotations and renewal presentations...
Boxtree Recruitment have been engaged to source a Loan Administrator for a very exciting, growing and successful bridging lender in London. Our client has a portfolio of products that cover both residential and commercial properties. Responsibilities: Ensure all filed are compliant and all relevant paperwork is in the file Ensure all documentation is valid within the file for the duration of the loan # Manage and control the redemption process Required: Knowledge of the bridging / short term property finance sector Audit new loan files Initial assessment of customer suitability Strong and confident communication skills with the desire to progress into an Underwriting role Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.
Boxtree Recruitment have been engaged to source a Property Administrator for a very exciting, growing, successful and expanding team in London. The right candidate will be responsible for all administration and will assist the Property and Facilities Manager. The role would suit a proactive and capable individual with a passion to deliver to the highest standard. We are looking for a highly organised candidate with a common-sense approach. You will maintain the smooth running of all property administration tasks, including troubleshooting and liaising with third parties where necessary. Responsibilities Answering calls and answering queries Managing and maintaining emails Filing of emails and necessary documents Managing the Property Managers diary Managing incoming and outgoing post and logging all details Ensuring safety certificates are up to date and renewal dates are monitored effectively Managing all utility bills and ensuring these are settled in a timely manner Maintaining all service charges Maintaining...
Boxtree are currently recruiting for a well-respected, client-dedicated Insurance Broker based in Bagshot who are looking for a work driven Client Manager to look after their SME commercial clients within the business. Responsibilities: Look after commercial policies up to £10,000 GWP Handle all types of commercial policies, including Combined Liability, Commercial Combines, Fleet, Offices, Shops, Professional Indemnity etc. Observance to the FCA regulations Required: Preferably Cert CII qualified, or working towards 2 years’ experience dealing with clients, negotiating covers and terms with insurers Company Benefits: Entitlement to 26 Days Holiday, not including Public Holidays Support and encouragement for further CII qualifications, including in-house training Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.
Boxtree are currently recruiting for a well-respected insurance brokerage based in the city, who are seeking to appoint an Aviation specialist Account Executive to join their small, friendly team. The ideal individual will have a book of business attached to them with Aviation/Aerospace or any related clients to bring with them, alongside the capabilities to generate and place new clients and hold relationships. Requirements: Maintain relationships with clients in your network A strong knowledge and background with Aviation, Aerospace, or any related products Knowledge of the London Market, alongside other UK, and international markets Generating new clients to add to your book of business Attend meetings with new and existing clients to uphold business Comply with all legal, compliance and risk management obligations Prepare spreadsheets as and when needed Communicate with underwriters, brokers, and account handlers Help with any account queries directed to you Company Benefits: Medical...
Boxtree recruitment are recruiting for a financial organisation in the Brentwood area who have a need for an experienced management accounts assistant. Responsibilities: To execute high volume processing of customer transactions to daily tight deadlines with an exceptional high level of accuracy required Daily Banking To prepare the monthly accruals and prepayments To prepare the monthly Fixed Asset reconciliations To review the morning figures as required To be able to execute the Month End Close as required Required: Proven track record in a high pressured, high volume transactional environment, working to daily tight deadlines Excellent planning, time management and communication A minimum of two years accounts processing experience Company Benefits: A professional organisation with a strong people first culture and family feel A salary from £30,000 depending on experience with excellent benefits including free onsite parking and pension, (5.4% - Employer contribution, 2.6% - Employee Contribution) Private...
A leading TPA service provider at Lloyds is urgently recruiting for a pleasure craft claims specialist through an exclusive opportunity with Boxtree Recruitment to provide technical and management experience to their small team of two. This company is run by a husband and wife team who are dedicated to the continued growth of the company and their staff. And this role will see you reporting directly into these two directors. Responsibilities: Point of contact for Claims Adjusters (currently 2) for HR, Operational and Technical queries Supervise Claims Adjusters to ensure they operate in accordance with all agreed SLA’s and Delegated Authorities Assist Adjusters with policy interpretation (mostly UK, some European) Handle/oversee contentious claims Allocate new claims to Adjusters, considering existing workloads and their respective complexities Act as a point of escalation for assured’s/brokers/insurers Handle/oversee complaints Reporting – MI to insurers, weekly progress report, monthly bordereaus etc. Handle...
Boxtree Recruitment are currently recruiting for a specialist MGA in London who are looking to grow their product offering outside of Professional Indemnity with the help of a new Head of Department. This candidate will secure capacity for their chosen specialism through their insurer relationships and will spearhead the growth of this business. Responsibilities: Contribute to overall business growth Secure new capacity for the business through insurer relationships Underwrite profitably for your chosen sector Required: Extensive history in underwriting for your chosen specialist area of the market An excellent market reputation Strong insurer relationships This candidate will be required to present a business plan to the client Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control...
Boxtree have been exclusively appointed to find a talented, driven candidate for a wonderful Insurance Broker who are looking for candidate’s intent on securing themselves fantastic financial rewards for 2020! Responsibilities: Supporting private clients with their insurance requirements Working on personal insurance policies that you will expect with private clients such as Car, Home and HNW Maintaining existing client relationships and renewing client’s policies ensuring adequate broking Company Benefits: Exceptional Company Bonus and Income structure Great Holiday Allowance Fun, professional and driven management and office environment Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with...
Boxtree are currently recruiting for a well-respected Insurance Brokerage based in the Midlands who are seeking for an experienced desk-based Commercial Account Handler to join their busy team. Responsibilities: Deal with Renewals, MTA’s and FNOL reporting Negotiating insurance rates General broker administration Required: At least 1 years’ experience in commercial insurance, working in an account handler/renewals role Experience using Acturis is desirable Company Benefits: Private medical cover CII qualifications funded by the business Company pension scheme Pay rise after 12 months if annual target is exceeded Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your...
Are you a confident and senior Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our...
Are you a confident Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Perfect role for a 2nd job in London or someone looking to progress within their role if you have hit a ceiling! There are lots of opportunities in the business to develop your career. Please note that we expect a high response to this position if you have not...
Representing a hungry, driven and well rested medical malpractice underwriter, you will be head of malpractice underwriting for an established and successful MGA based in Essex. If you have a business plan to deliver, the company will support you in delivering your ambitions through well-funded, structured resource, capacity and expertise. Responsibilities: Growing a medical malpractice account with UK renowned insurance brokers Building out a commercial underwriting teams specialising in medical malpractice risk Company Benefits: Exceptional Opportunity to build your own business and be heavily rewarded Exciting bonus, commission and renumeration payments as well as access to equity opportunities for the right individual Pension, fantastic holiday and work benefits Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how...
Boxtree Recruitment are recruiting for a Commercial Account Handler to handle a book of commercial insurance clients to consist of property insurance policies, liability insurance policies and also commercial portfolio (motor fleet, legal expenses, commercial combined). Please apply if the following applies to you: Experience of using the broking system, Acturis You have a good working knowledge of Commercial Insurance, including property insurance You are used to handling commercial insurance clients (desk-based broking) You would like to work for a business that is committed to your progression and development (teaching you new commercial insurance lines, supporting you with your insurance qualifications) You can drive Company Benefits: Exceptional company bonus and income structure Great holiday allowance Fun, professional and driven management and office environment Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please...
Boxtree Insurance market recruiters are working with various established insurance brokers in Essex who are currently recruiting for candidates with a strong insurance background and an autonomous nature to come on board as an appointed representative. You will have a proven track record and experience in commercial insurance (specifically retail and commercial broking) – Please DO NOT apply if you do not have this experience as you will be rejected. Role Responsibilities: - Generating new business enquiries for commercial clientsDevelop and maintain relationships with clients, insurers and underwritersTo comply with FCA regulationsDevelop self to maximise personal contribution to the roleTelephone underwriters for account developmentExperience of working with all general product classes or a specific niche product is a distinct advantageDemonstrate the values of the business through appropriate behavioursMeet agreed individual sales target and contribute towards agreed team sales target within agreed internal/external service levelsProactive approach to developing profitable underwriter relationshipsDeal with incoming enquiries...
Integrity is Key
Boxtree is a specialist insurance & financial services recruitment, headhunting & talent engagement consultancy within the UK. Specialist focus within London, Lloyd's of London and introdution of Merger & Acquisition opportunities for buyers and sellers.
Found in 2015, the business has maintained independence whilst evolving within broking, underwriting, reinsurance, insurance companies, financial services, banks, lenders and claim management opportunities. With integrity at the heart of all we do, as truly specialist consultants and recruiters, we are honoured to support candidates and clients as we do.
Unlimited, market leading support, advice and opportunities across all verticals.
As an employer I was always negative to recruitment companies, but working with Boxtree has changed my opinion, always delivering the right candidates, for the role, and providing excellent advice and service.
Great recruiters, got back to me quickly and got the job with no fuss. Would recommend
If you are serious about taking the next step and pursuing a better career then you need to let Toni and her team represent you. Thanks to Toni I found my dream job. Unlike many recruiters where you just become a number Toni made me feel important and made me realise my worth.
Quick recruitment process with a lovely team of incredibly helpful staff! Have and would continue to recommend!
I've used Boxtree to find our last 2 employees after they were recommended to me and I've been amazed by the service. They are always friendly, professional and available to chat through anything without being pushy. Highly recommend.
Boxtree Recruitment are a fantastic company. They helped me secure an accounts position which I love. Toni Dines was extremely professional and made me feel like I was her only client, constant communication and a friendly personal approach. I would recommend her company to any one. Many thanks for all of your help
Paige at Boxtree was very professional and detailed when discussing the role Boxtree was enrolling candidates for over the phone with me.
Since then, she had also visited my employers' office to get a feel of the company and what kind of potential employees they may need in future, which shows her dedication to set up the right candidate with the right role.
Toni and Kim were very helpful and co operative from start to finish - they worked round my schedule to ensure that I received the best experience. Would definitely recommend, thank you for all of your help!
Toni at Boxtree was superb at supporting helping me find the perfect new role.
She took the time to not only fully understand what skills I had and what I could bring to a company but fully understood the company and position she was recruiting me for. Throughout the whole interview process she was always there on hand to offer advice and guidance. Having spoken to various other recruiters over the years this was by far the smoothest firm I could recommend!
Toni and the team really worked hard in helping me find a new role, they are a very professional and friendly company and I wouldn't hesitate in recommending them.
Outstanding! To a lot of recruiters, when looking for a job, you are just faceless and recycled round a system. However, Kelly took the time to find out what I really wanted from my next role, to pre prep me for interviews and even wish me luck on my first day. She's a great asset to Boxtree recruitment, I would highly recommend!
Study for insurance and financial services qualifications with Boxtree and secure your perfect job
We are renowned for supporting your professional and personal development. Boxtree work to enhance our candidates' careers within insurance and financial services by aligning you with businesses that will not only equip you with the technical competence to perform exceptionally, but cover the costs of your studies as well.
Learn more on the Chartered Insurance Institute website
What type of qualifications would you like to talk to our consultants about?
Foundation Insurance Test (FIT)
The Award for the Foundation Insurance Test (FIT) is an introductory-level insurance qualification that helps you develop an understanding of how the insurance market operates. It covers fundamental risk and insurance principles and procedures, and core personal and commercial insurance products.
Is this qualification for you?
Ideal for anyone wishing to gain a foundation understanding of the general insurance market in the United Kingdom covering principles, procedures and products
Suitable if you are already in the insurance market, hold no insurance qualifications but wish to demonstrate insurance knowledge and understanding at a fundamental level
Employees beginning study for general insurance qualifications
Anyone wishing to build upon their specific job knowledge with sound understanding of general insurance principles and market requirements
Insurance staff employed in support functions such as human resources, marketing, IT and finance, wishing to develop an understanding of the industry in which they work
Staff working for an organisation whose primary business is not insurance, but which offers insurance advice and products as part of its overall service to customers
Certificate In Insurance (Cert CII)
The Level 3 Certificate in Insurance is a core qualification for insurance staff working across all sectors of the industry. The Certificate develops core knowledge and confidence of the key disciplines needed before you focus your subsequent studies and specialise according to your ambitions and career requirements.
It provides a grounding in basic insurance principles including the regulatory environment, key disciplines of underwriting and claims, in addition to popular products such as motor, household, healthcare and packaged commercial insurances.
Is this qualification for you?
Anyone working in specific technical claims handling or underwriting roles within a call or service centre environment
Insurance staff employed in support functions such as human resources, marketing, IT and finance, wishing to develop an understanding of the industry in which they work
Staff working for an organisation whose primary business is not insurance, but which offers insurance advice and products as part of its overall service to customers
Apprentices undertaking the Level 3 Advanced Apprenticeship in Providing Financial Services or the Level 3 Insurance Practitioner Apprenticeship
Diploma In Insurance (Dip CII)
The Diploma in Insurance is a technical and supervisory qualification for insurance staff working across all sectors of the industry, and the logical progression from the Certificate in Insurance.
The Diploma will provide you with a firm understanding of insurance fundamentals and will enable you to build towards advanced technical knowledge, thereby ensuring you have the means to function effectively in a challenging environment.
Is this qualification for you?
Insurance technicians, and those who aspire to be technicians
Supervisors, team leaders and those with long-term ambitions of assuming managerial responsibilities
Anyone wishing to hold a recognised, respected insurance qualification
Insurance staff employed in support functions wishing to develop their knowledge of the business
Those wanting to develop their knowledge and understanding as part of a progression towards completion of the Advanced Diploma in Insurance and Chartered status
Advanced Diploma in Insurance (ACII)
The Advanced Diploma in Insurance is a professional qualification providing an enhanced understanding of insurance practice, both technical subject matter and overall application skills. A comprehensive assessment of market knowledge and understanding. In becoming Advanced Diploma qualified you join the community of proven insurance professionals. It is evidence of your purpose, commitment and ability.
Is this qualification for you?
Today's insurance managers and technical specialists
Staff with aspirations to become managers in the future
Those employees who wish to demonstrate their professional standing
Insurance employees without another professional qualification and those who wish to build upon existing general academic qualifications, such as a degree, by obtaining an industry-specific qualification
Certificate in Mortgage Advice and
Do you want to become a mortgage adviser? CeMAP offers flexible online study, designed to fit around your life.
This qualification has three modules which provide you with an extensive knowledge of UK regulated mortgage policy and practice, and how to apply this when giving mortgage advice. The modules offer a clear learning path and can be completed one at a time.
CeMAP is a Level 3 qualification registered with Ofqual in the Regulated Qualifications Framework (RQF). It meets the FCA examination standards for providing advice on mortgage products and is an approved qualification in the mortgage advice apprenticeship standards.
The purpose and structure of the UK financial services industry
The Financial Conduct Authority (FCA) main aims, activities and relevant Conduct of Business rules
The house-buying process and parties involved
The different types of customers and mortgages
Assessment of affordability and suitability of different mortgage options and associated products
On demand registration and exams
Study at your own pace
You can use the 'CeMAP' designation after your name once you qualify
Certificate in Regulated Equity Release (CeRER)
Do you want to give advice on equity release?
The market for equity release is growing and advisers are looking to upskill to guide their customers through the process.
If you currently hold CeMAP, being qualified to advise on equity release will add to your skill set.
You’ll develop specialist knowledge to understand different customer needs, be able to advise on the different types of equity release products and the risks associated with taking out a scheme.
We have worked with the Equity Release Council, UK Finance, as well as major high-street banks and lenders to update this qualification to meet the demands of the market.
The impact of equity release schemes on customers’ future options
The FCA regulatory explanation of a lifetime mortgage and a home reversion plan
How to match different types of equity release schemes to your customers' needs
The suitability and affordability of the different types of equity release arrangements and alternatives
How to assess the risks to customers who take out equity release scheme and when these might arise
The rules relating to state benefits as well as taxation
This Level 4 qualification will enable mortgage advisers to demonstrate their enhanced knowledge of the marketplace to make better financial decisions and recommendations to clients.
You will develop an understanding of how financial products respond to the drivers and implications of changes in the wider environment, as well as how these changes affects an individual’s financial decision-making.
To study CeMAP Diploma you will need to complete the Certificate in Mortgage Advice and Practice (CeMAP) or an equivalent Level 3 mortgage qualification first. Once eligible, you can achieve CeMAP Diploma by successfully completing one further module, Advanced Mortgage Advice (AMA).
CeMAP Diploma is a Level 4 qualification registered with Ofqual and goes beyond the Financial Conduct Authority’s (FCA) mandatory Level 3 qualification requirement.
UK financial services environment and the role of mortgage advisers within it
The UK mortgage marketplace, focusing on mortgage and protection products to suit different customers’ needs
UK financial services regulation, including aspects specific to mortgages
The house-buying process, including the role of the different parties involved
Set yourself apart from other advisers with a Level 4 qualification by becoming better experienced in analysing financial and numerical data.
Chartered status shows your customers and colleagues that you’re highly qualified, experienced and committed to the highest professional standards.
Chartered status will raise your professional profile and help you advance in your career.
At Boxtree, we work with several Institutes that work closely with our professional candidates in completing one of their established routes to chartered status.
By committing to professional development (CPD) annually and following a code of ethics, the institutes we work with will ensure you have access to a development package of benefits that gives you the edge over other professionals in the sector.
Exclusive network events
Active engagement on industry sector changes in legal, legislation and movements
Mentoring access to award winning support from chartered individuals
Publicly searchable on the CPD register, boosting your professional profile
No More 'Standard Terms of Business'
Unlike other insurance and financial service specialists, we work with clients under commercially integral terms of business and ethics of trading
Once you share need and requirement, we will transparently detail the cost to work with us by return
Exclusivity. We don’t believe in dual-representation and will not put candidates into interview with you if they are being represented elsewhere, giving you the first shot at talent attraction
We do not charge ‘Standard Terms of Business’ should we hold instantly accessible candidates that we are currently representing. We do not believe in charging fees on instantly accessible candidates, already in our grasp
Since incorporation, Boxtree have never needed to rebate a client for services or personnel rendered. We have a 100% retention rate of all candidates placed, ever
We believe in long term relationships which are genuine and mutually beneficial. We regularly walk away from unethical clients and candidates alike
Once appointed, our client will benefit from a single, full-time insurance or financial service specialist consultant providing 24/7 care and assistance. Ensuring continuity and longevity in all working relationships
We do not send you tens of inadequate CV’s. We do not blindly send masses of candidates speculatively. Whether working for you on a retained or appointed basis, you can expect a maximum of three ideal candidates, one of which you will appoint
Should you retain our services, you can expect three candidates for consideration
If you request our speculative engagement in line with your future ambitions and growth initiatives, expect no more introductions 4 per annum
No upfront cost. We provide insurance or financial service specific technical testing. We obtain market references from their peers, clients and third parties
We qualify integrity and substance of clients and candidates with a three-stage internal screening process before being put forward for technical interview
On appointment, we will confirm the timeframe you can expect to appoint
Extremely beneficial rates for exclusivity - If you decide just to work with Boxtree exclusively, we will reward you for your loyalty. Access to beneficial recruitment fees OR an end of year rebate for services rendered
With over 15 years in the professional insurance and financial services market specialising in the risk of recruitment companies, we adhere to best practice principles including contractual obligations, compliance with GDPR and all equality legislation
Confidentiality in our market is king. We always maintain strict NDA’s of candidates and clients. No one in the market need know that you are recruiting, and we have an enviable track record in delivering senior level succession plans complex in scale
If you would like to talk to us about your hiring requirements, please contact the team.
Stop Applying for Roles. Let Boxtree Represent You.
Regardless of your seniority in the insurance and financial services market, Boxtree have exceptional relationships with every imaginable organisation, making us the choice for your representation.
If you are looking to diversify your skill set, find a more compliant, robust home for your clients or simply need a change in environment, let Boxtree create numerous opportunities of choice for you.
We have a long-standing reputation for introducing top talent in our respected markets with some of the largest banks, insurance brokers, insures, reinsurers, lenders and parallel businesses in the UK.
Our organisation has supported some of the brightest insurance and financial services minds in the market, into new and exciting career trajectories.
If you are a graduate looking to enter a specific specialism, or a long standing and respected peer in your industry, speak with one of our specialist consultants to decide how you wish to be confidentially represented in the market.
Full confidential review of your role, responsibilities and financial package
Confidential market representation and de-personalised market mapping to identify target employers or investors on similar talent acquisition or investment trails
Confidence to deliver a minimum of three market-leading opportunities for you to choose from with interview and meeting confirmations within weeks, not months
Consistent and transparent feedback. Here at Boxtree, we hate ‘ghosting’ and you won’t experience it with us
Unlimited access to one specialist market consultant with a free 24-hour candidate tracking portal for ‘real time’ feedback and interview request confirmation
Exclusivity. We don’t believe in dual-representation and will not put you into consideration with our clients alongside other represented candidates. Giving you the best shot at the appointment
Free professional insurance and financial service CV review, writing and advice
If you would like us to keep you updated with new jobs in insurance or would like us to specifically represent you in the market, register your details or contact the team.
Given Boxtree are in consistent contact with owners, board members investors every day or every week, we are well known for introducing businesses with one another looking to either acquire or sell businesses, throughout the UK.
Recent Introductions made;
£25,000,000 Turnover Commercial Insurance brokerage with offices in Birmingham, London, Bristol and Manchester looking to sell the business, privately owned. Currently under negotiation which Boxtree envisage to be a successful transaction
£600,000 Book of business for Motor Trade risk in the London market. The individual had a book of business. Boxtree successfully introduced the candidate to a market leading Motor Trade Risk who appointed the candidate immediately
£3,000,000 Turnover Commercial Insurance Brokerage - Retiring & Looking to sell. Boxtree introduced the opportunity to two businesses as requested by the owner of the selling brokerage. Currently under negotiation with Boxtree confident on the acquisition
£700,000 Book of business attached to an Account Director. His currently large corporate business decided that the specialism of this candidate was something that they would wish to sell. A successful introduction was made to a specialist broker. The appointment took 18 months to process due to 8 team members being lifted from the team and various consultative negotiation needed
If you are looking to buy businesses or sell your own company within insurance or financial services, contact the Director of Boxtree, Toni Dines, on 0203 582 5504.
Free M&A consultation and guidance
Instant introductions to businesses looking to buy and sell
Flexible terms; we work on a non-retained, outcome only basis or simply introduce potential opportunities, leaving you to do the rest
Boxtree are represented by London's finest M&A Solicitors in Fleet Street