Latest jobs

• Data Analyst

  £50,000 Per Annum

  An insurer partner of Boxtree’s is currently recruiting for a Systems Architect to join their team who will focus on maintaining their SQL Database as well as providing data led business solutions. Reporting into Head of Underwriting.   This candidate will have the opportunity to become a key team member within what is an exciting and successful business, where the client is open to giving someone the opportunity to take the next step up in their career. This opportunity is one that can offer the chance to make a real difference within the business and shape the culture and working practices within an insurer environment.   This business is approaching their centenary this year, although they are a small group of businesses, one of which is a start up, they have the security of an A rated carrier.   Responsibilities:   Provide data analysis on data stemming from SOL Database,...

• Commercial Account Executive

  £40,000

  Boxtree are working exclusively with an established and well-respected insurance brokerage looking to appoint an Account Executive.   The candidate will need to be career hungry, with strong commercial product knowledge and clear new business capabilities. Responsibilities: Maintain relationships with clients in your network Fee negotiation and completion of budget proposals Develop and create new business via networking, product development and other innovative mediums Develop lasting relationships at senior levels within the UK 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, DIP CII or ACII is advantageous   Company Benefits: Exceptional bonus structure Commission on new business and renewals Personable package, fantastic team; professional, well driven and fun Abundance of opportunity Please note that we expect a high response to this position if you have not had a response within the...

• IT Support and Systems Administrator

  £40,000

  My client is a professional organisation with a strong people-first culture and they are looking for a Systems Administrator   Responsibilities: Ensure servers run optimally, working proactively to pre-empt any problems. Ensure network infrastructure is running optimally and updated to the appropriate firmware. Ensure data is backed up according to agreed schedules. Ensure Remote Access systems (eg Teamviewer, VPN) are available, and support remote users Perform administrator task for external systems as required. Maintain users. Maintain printing systems. Monitor, maintain and supervise network performance. Diagnose and remotely fix any incidents submitted to the IT system Assist with major incident handling as required Offer ideas for team improvement Support users in the use of computer equipment and MS Office applications Maintain the availability and efficient running of the telephone system. Document support procedures and system configurations Provide user support through the service desk Maximise the availability of desktop and network based...

• Commercial Combined Underwriter

  £35,000

  Boxtree are exclusively representing a thriving insurance company that are looking to appoint a Commercial Combined Underwriter for their offices based in Hemel Hempsted.   If you are fed up of working in London and want the flexibility to work from home and locally, this is the ideal role for you.   Responsibilities: Underwriting commercial combined risk which is for both new business and also retaining existing business Making strong commercial underwriting decisions Maintaining long-standing broking relationships with brokers and their clients   Required: You will have experience of underwriting commercial combined risk You will have pre-existing experience underwriting under delegated authority   Company Benefits: Exceptional team of underwriters with a wonderful array of characters Underwriting incentives and opportunity to have stretch income rewards Pension Exceptional holiday and employment package     Please note that we expect a high response to this position if you have not had a response...

• Commercial Insurance Sales Executive

  £25,500 - £27,500 Per Annum + Bonus

  Boxtree Recruitment are working with an extremely successful and established insurance brokers on the outskirts of Cheshire. This is a small team who can offer a potential employee flexibility in their work life and the chance to work from home.   A brand-new position has opened within the commercial team for a desk-based Sales Executive to assist with winning SME clients stemming from hot leads.   Responsibilities:   Calling clients that have registered interest in SME insurance packages Ensuring conversion of new requests for quotations to clients and adjustments are made To operate in accordance with FCA and company agreed processes Using Acturis to quote for new business   Required:   1 year experience in commercial insurance broking Must have Acturis experience   Company Benefits:   Shareholding opportunities for the business for employees who go above and beyond Promoting a collaborative working environment 4x life assurance Pension matched up to...

• Property Owners Underwriter

  £37,000

  Boxtree have been exclusively appointed by an exceptionally respected MGA in the heart of the City of London to appoint two development underwriters within property owner’s insurance to handle the excessive business that is incoming into the business.   A well-rounded communicator, you will enjoy building and making relationships and driving business into the MGA through hard work, determination and grit.  An exceptional career opportunity for an individual who wants to work for a business that seeks the hungriest of individuals to grow within their business Experience of the following preferred - Underwriting of Property Owners and or property business - premiums from £25k to £100k Evidence of working closely with strong independent brokers in a mutual trading relationship A minimum 2 years underwriting experience Company Benefits:   Exceptionally technical, fun and enjoyable team to work within Fantastic holiday entitlement with the business Various personal benefits package Exceptional uncapped bonus,...

• Compliance Assistant

  £22,000-£26,000

  My client is a multi-award winning professional and ambitious organisation with a strong people-first culture and they are looking for a Compliance Assistant to join their team.  We are able to welcome applications from trainee through to experienced level hence the wide banding. Responsibilities: Directly assisting the Group Head of Compliance in the execution of their regular and ad hoc duties Working to develop, maintain and enhance training practices across the business in partnership with key internal stakeholders Providing effective support and assistance in the undertaking of checks of all business partners, introducers, lenders and networks Carry out duties in line with FCA regulatory framework and responding to changing guidance as required Maintaining compliance with the requirements of the FCA’s Senior Managers’ Regime in so far as it relates to the activities of the Group. Assist with ensuring the group complies with anti-corruption legislation and regulation, including anti money laundering,...

• Commercial Account Handler

  Up to £25,000 Per Annum (Negotiable)

  Boxtree are currently working with an established brokerage based in Ealing who are recruiting for a Commercial Account Handler.   If you are a driven commercial insurance professional who is looking to be a part of a close team who have a lot of fun in the office then Boxtree would like to hear from you.   Responsibilities:   Supporting 4 senior brokers/executives Preparing insurer risk presentations Dealing with commercial clients, renewal, and retention Ensuring relevant documentation is correct Maintain compliance (FCA, TCF, GDPR)   Required:   1-3 years commercial insurance background Experience using SSP would be desirable   Company Benefits:   PerksatWork Access Access PMI, DIS after probation Flexible Hours (9-5.30/10 – 6/8-4.30)     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.  ...

• Commercial Broker

  £27,000 + Bonus (OTE: £34,000)

  Boxtree are urgently recruiting for a commercial insurance broker who can follow up on warm leads for high risk trades, which will be placed open-market.   Office hours are on a shift pattern between the hours of 8am – 6pm.   Responsibilities:   Dealing directly with prospective new clients Open-market broking to find the best cover for the client Providing full customer service for clients, explaining cover etc. Broking high risk, trades and motor based insurance Preparing reports for underwriters Negotiating with insurers Collect insurance premiums and process accounts Assist with the renewals of larger key accounts and amendments to policies Working with a renewals team Broking premiums between £1,500 - £10,000   Required:   Cert CII qualified or working towards 4-5 years commercial insurance experience Desirable for you to be experienced in placing property/liability/motor risks in the trades sector   Company Benefits: Accessible office through public transport and driving...

• Assistant Underwriter

  £18,000 - £23,000 Per Annum

  Boxtree are urgently recruiting for an assistant underwriter to assist a team of two with administration and placing business onto a binder for an insurance broker in Surrey.   This will be an opportunity to progress into holding authority to write your own business onto the scheme.   Office hours are on a shift pattern between the hours of 8am – 6pm.   Responsibilities:   Dealing with new business, renewals and MTA’s Checking quotations, renewals and MTA’s against the terms of the Binding Agreement Assist with the underwriting of scheme and non-scheme business Using internal systems Assist with monthly audit reviews   Required:   Cert CII qualified/working towards/would like to be supported to complete exams 2 years commercial underwriting or broking experience Desirable for you to be experienced in Construction/Salons   Company Benefits: Accessible office through public transport and driving 28 days holiday increasing by 1 day per year Stakeholder...

• Privacy Compliance Manager

  £60,000-£80,000

  My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Data Privacy Manager to join their team.  Key Responsibilities: Along with other members of the data protection team, advises on personal data protection and data handling standards and on appropriate disclosure, notification and consent mechanisms. Researches and responds to privacy-related questions from business units as these arise. Maintains (or ensures maintenance of) data protection program documentation, including personal data records of processing, Data Protection Impact Assessments, data incident records; and conducts periodic compliance assessments of these Collaborates with IT, information security, human resources, marketing, and other business units as relevant to ensure incorporation of a “privacy by design” approach into data processing procedures Responsible for program management of, and compliance with, the firm’s global privacy and data protection program and GDPR, including the following: Build, maintain and deliver operational data compliance...

• Commercial Insurance Executive

  £40,000 - £50,000 Per Annum

  Boxtree are supporting a respected insurance brokerage whom are looking to appoint an experienced commercial account executive to join the team.   Your Role:   Assist the Sales and marketing Director in achieving the group sales target Support strategic portfolio growth by managing a portfolio of Corporate-level clients Developing long-lasting relationships with clients Being the key client-facing representative of the business Use technical knowledge to design and offer solutions to cross sell opportunities Present new business and renewal reports/presentations as and when required Plan and carry out marketing opportunities when needed   Ideal Qualities:   Knowledge of commercial insurance, ideally at least 4 years experience Relationship building/management Strong communication skills Cert CII qualifications or working towards   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....

• Commercial Insurance Account Handler x2

  £30,000 - £35,000 Per Annum

  Boxtree are supporting a respected insurance brokerage whom are looking to appoint an experienced commercial account handler to join their team.   Your Role:   Support strategic portfolio growth by providing an accurate and quality account handling Assist account executives and account directors with arranging and securing cover for new business, renewals and mid-term adjustments Dealing with insurers regarding quotations and policy queries Build strong relationships with clients, understanding their risk exposures and insurance needs   Ideal Qualities:   Knowledge of commercial insurance, ideally at least 3 years experience Relationship building/management Strong communication skills Cert CII qualifications or working towards   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....

• Commercial and Development Case Manager

  £30,000

  My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Case Manager with commercial and development finance to join their team.  Responsibilities: Complete the underwriting process from application submission through to completion. Check applications meet the criteria of the requested product and clients needs. Checking the validity and acceptability of documents sent in with the application against lenders criteria. Assess proof of ID, Mortgage history, Equifax search, Proof of Income, Affordability, etc. in accordance with company and FCA procedures, and updating the system accordingly. Ensure workload is serviced to internal timeframes Undertaking additional duties as and when required within the team. Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures. Provide day to day administrative support to the Specialist Consultants and across the business as required....

• Motor Fleet Insurance Account Executive

  Up to £45,000 Per Annum + Bonus

  Boxtree are currently working with a well-respected insurance brokerage based in Sidcup, Kent. It is a very new business driven position, focusing on motor fleet products and clients. The perfect candidate will be ready to generate and place new business, retain client relationships and hungry to succeed.   Responsibilities: New business generating and placing, through cold calling, leads, client meetings etc Maintaining relationships with clients and insurers Developing and maintaining a successful, profitable book of business   Required: At least 5 years commercial experience (motor fleet) Strong new business skills, alongside account management skills   Company Benefits: Car allowance if necessary 25 days holiday, excluding bank holiday Company pension scheme Supportive team, trusting work environment   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.  ...

• Taxi/Commercial Insurance Account Handler

  £25,000 Per Annum

  Boxtree are currently working with a well-respected insurance group who are seeking for a driven insurance individual to join their friendly team, to develop into the taxi fleet side of the industry. They are looking for someone who has experience within personal lines and is looking for their next step within the commercial sector, specialising within taxi and taxi fleet, working alongside an experienced account executive.   Responsibilities: Retain taxi and taxi fleet clients, with assistance from the account executive you’re working alongside Maintain a strong understanding of the insurance market Increase and maintain relationships with clients and all team members Administer taxi and taxi fleet client’s requirements, including mid-term adjustments, renewals, obtaining quotations, cross-sales and invoicing of premiums   Required: At least 2 years’ experience within the insurance industry, handling private clients Can work in a team and closely alongside colleagues   Company Benefits: Exceptional company benefits, holiday and...

• Insurance .Net Developer

  £25,000 - £40,000 Per Annum

  Boxtree are currently working with a well-respected insurance brokerage based in Redhill, who are currently seeking for an experienced .Net Developer to join their team. The role initially involves keeping their developed broker software beating strongly, whilst working closely with stakeholders to maintain existing code as well as developing new functionality.   Responsibilities: Work with team of developers to encompass and retain in-house systems Confer with stakeholders about business requirements Assess accomplishment of applications Test and implement system updates Design, develop and sustain efficient, reusable and dependable code Help and maintain code quality and organisation Demonstrate a positive, enthusiastic, committed and flexible attitude towards other team members Attend team and staff meetings as and when required   Required: Programming knowledge C# and VB.Net experience Good team working skills and capability to work with minimal to no support   Preferred: Knowledge of .Net, Visual Studio and testing frameworks SQL Server ASP...

• Commercial Account Handler

  up to £35,000 Per Annum

  Boxtree are currently recruiting for a well-respected and well-established insurance broker in West Sussex. We are looking for an experienced Commercial Account Handler who is looking for their next opportunity to grow and join a friendly and busy team.   The ideal candidate will need to be hardworking, driven and keen to learn. Responsibilities: You will be looking after your own panel of clients Broking new business from quote stage through to inception Handling mid-term adjustments and renewals for your own panel of clients Handling any account queries or any changes Required: Must have 5 years’ experience in commercial insurance Exposure to marine insurance (advantageous) Keen to learn and develop. Company Benefits: 25 days annual leave and your birthday off Company pension scheme Private medical insurance Staff loan Support through studying exams   Please note that we expect a high response to this position if you have not had a...

• Customer Service Advisor

  £23,000

  Boxtree are supporting a respected insurance brokerage whom are looking to appoint an inbound customer service adviser with an excellent telephone manner.   Your Role:   Be the first point of contact for incoming calls from clients in respect of their insurance polices Assist with any billing and credit control queries that are generated from clients on the phone General customer service handing and support   Ideal Qualities:   If you have experience working within an existing customer facing or inbound call centre operation that would be fantastic If you have previous experience within insurance or financial services, that would be ideal You will have the skills to plan and organise your workload and work efficiently Brilliant working knowledge of Microsoft Office packages and the ability to learn new systems Exciting interpersonal and motivational skills and someone who enjoys working in a team   Benefits: 23 days holiday + bank...

• Professional Risk Insurance Account Executive

  Up to £45,000 Per Annum

  Recruiting for an experienced Account Executive to support high level partners and management with their client services for professional risk clients.   You will be gifted clients to look after and ensure that they receive top level support in the management of their insurance policies and cover with the support of a junior account handler.   Responsibilities:   Attending client visits both alone and alongside management occasionally Handling the broking open market of new business, renewals, and MTA’s Maintaining existing client relationships Liaising closely with Partners and other management Broking premiums between £600 - £800,000 GWP Handling various policies including a number of FI products, Commercial Combined and Property   Required:   Between 5 – 10 years broking experience in the professional lines insurance market   Company Benefits:   This position will be working from home majority of the week This is an opportunity to be part of a fresh...

• Junior Insurance Account Handler

  £18,000 Per Annum

  Urgently recruiting for a trainee insurance broker to join a small team of financial lines insurance professionals to support high level partners in the business with their client services.   You will provide back office support to management and will be required to ensure that their clients receive top level support in the management of their insurance policies and cover.   Responsibilities:   Handling the broking open market of new business, renewals, and MTA’s Maintaining existing client relationships Keeping CRM systems up to date Liaising closely with other insurance professionals Handling various policies including a number of Commercial and FI products   Required:   No insurance experience required Highly educated Great attitude and keen to work in the insurance industry Company Benefits:   This is an opportunity to be part of a fresh and energetic office You will be technically developed in niche lines of business This is an opportunity...

• Commercial Motor Claims Handler

  £20,000 - £24,000 Per Annum

  An exciting opportunity has arisen to work for an independent insurance broker who is looking for a commercial fleet & liability claims handler to join their small claims team.   The Opportunity - Handle full claims cycle and admin on behalf of clients - Dealing with FNOL - Liaising with insurers - Dealing with large sized commercial claims - Working within the FCA guidelines and ensuring compliance in all workload - Client relationship management   Company Benefits   Package benefits 20 days holiday increasing 1 day every full year completed 4x life insurance Optional Medical/Sickness scheme Automatic pension scheme Perkbox discount scheme Free financial health check   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...

• Private Clients Senior Account Handler

  up to £35,000

  Boxtree are currently working closely with a well-respected brokerage who are currently seeking an experienced individual to join their Private Clients team as a senior account handler. If you are career driven, insurance experienced and are determined to develop your career within a respected brokerage, we want to hear from you! Responsibilities: Work alongside the Account Executives to ensure a strong strategy to renewal Attend client meetings with Account Executives Deal with the mid-term adjustments and renewals of clients Required: At least 2 years experience within the insurance industry Cert CII qualification completed or the desire to complete Cert CII Company Benefits: Private pension Group Income Protection Death in Service Help towards your Cert CII Contribution towards counselling should you require Cycle to work Scheme   Please note that we expect a high response to this position if you have not had a response within the next 3 days please...

• Part time In house Solicitor

  £40,000

  My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Part time In house Solicitor to join their team.  Using prior conveyancing experience you will assist in the completion of the following transactions: Freehold Leasehold Purchase Re-mortgage Individuals and Company transactions Registering charges at Companies House Registering Charges at HMLR Reviewing contracts   Required: You will be a Property Finance Solicitor with 1-3 years PQE You will have experience acting for both borrowers and lenders on secured lending and other related property finance You will be able to handle the property due-diligence related You will be commercially minded and dynamic You will be a team player   Company Benefits Great bonus scheme, free onsite parking, pension, corporate rate gym, competitive holiday, DIS and healthcare     Please note that we expect a high response to this position if you have not...

• Risk Officer

  £20,000-£35,000

  My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Risk Officer to join their team.  We are able to welcome applications from trainee through to experienced level hence the wide banding. Responsibilities: Be point of contact for other departments questions in relation Risk matters. Be able to advise and interpret our Lending Criteria and investigate matters arising from Solicitors, Valuers and Brokers. Proactively provide risk management advice, identifying emerging risks and advising the senior management on appropriate risk management options. Reporting on key risks, including agreeing mitigating controls and escalating other risks Helping staff across the organisation ensure that risk management is embedded at an operational level and that staff at all levels are aware of and manage risk as a core part of their responsibilities. Provide training sessions to staff at all levels on key risks, compliance, and complaints....

• Motorfleet Underwriter

  Negotiable

  Boxtree are currently recruiting for a Motor Underwriter to work within a well-respected underwriting team in Essex. Working within a team of motor underwriters, the team size is being increased due to increasing amounts of new business being developed from brokers. As a motor underwriter, you will have a proven track record in any kind of commercial or motor fleet underwriting. Experience & Skills: Previous Commercial Motor Fleet underwriting experience is essential Strong analytical skills with a proven track record in analysing motor fleet risk information and underwriting insurance You will hold experience of underwriting motor fleet insurance within an MGA or within an insurance company Good track record in maintaining and building relationships with brokers regionally and in London Experience of underwriting new business risks, renewals, MTA’s)     Please note that we expect a high response to this position if you have not had a response within the...

• Commercial Motor Claims Handler

  £25,000 - £35,000 Per Annum

  Recruiting for a well-established broker who is looking to recruit an experienced claims handler who can handle a high caseload and has a great understanding of commercial motor & liability claims.   This company has the feeling of a family business but with the security and ambition of a larger corporate enterprise. They have a set of core values that runs through the business and informs everything from placing decisions to hiring decisions, these involve teamwork, integrity, morals, growth, creativity, and high standards.   Responsibilities: Taking FNOL information from clients Liaising closely with insurers Ensuring all admin and systems information is completed to a high standard. Liaising with commercial clients to advise them on their claim   Required: 2-5 years commercial motor claims insurance experience Understanding and experience handling liability claims would be desirable Cert CII qualified or working towards would be desirable Experience with direct clients/ working on behalf...

• Wholesale Management Liability Insurance Broker

  Negotiable

  Do you want to be part of a vibrant and energetic office, within in Lloyds wholesale broker in the heart of the city?   Boxtree are currently working with a small, successful, and growing brokerage who are recruiting for an experienced producing Lloyds broker who will fit their company environment. This office breeds ambitious brokers who are allowed their freedom, expression, and creativity professionally to add value to the market.   This brokerage is a specialist professional lines broker who are interested in producing brokers with experience broking Canadian and US business.   Responsibilities:   Grow a client portfolio of professional lines brokers/clients through your existing relationships Provide excellent client/broker care, both through client/broker contact Cultivate new broker relationships in Canadian & US markets Placing policies on cover in Lloyds   Required:   You must have a track record in professional risk broking (either wholesale or retail) You must hold...

• Bridging Loan Underwriter

  Up to £55,000

  Boxtree recruitment are recruiting for a Bridging Loan Underwriter for a lender in the West End.  Our client are experiencing a huge increase in demand for their products hence the creation of 1, possibly 2 roles.   Key facts: Institutionally and internally funded Solid introducers True progression path   Responsibilities: Build and maintain relationships with brokers and in turn underwrite complex bridging loans Participate in daily deal committees Assess and appraise valuation reports  Liaise with intermediaries on new enquiries and proposals ensuring underwriting requirements and/or reasons for decline are communicated clearly and effectively Work closely with Case Managers to ensure reasons for underwriting requirements and special conditions are understood   Required: Experience of underwriting secured property finance gained from either a bank or a lender Happy to have conversations with candidates that are aspiring to become underwriters as long as they have assisted underwriters in a property finance lender previously....

• Commercial Insurance Account Handler

  Up to £35,000 PA

  Boxtree are currently recruiting for a professional, fun and dynamic insurance brokerage that are looking to appoint a fantastic insurance broker to join their commercial insurance team.   Responsibilities: · Liaising with clients · Re-broking business in the composite market · Deal with general commercial clients including commercial combined, cyber, property owners, tradesman, directors and officers, professional indemnity and more · Handle relationships with existing clients and ensure they are retained   Required: · 4 years’ experience within the commercial insurance industry · Ideally Cert CII however, this client offers significant bonus and initiatives to secure qualifications   Company Benefits: · Exceptional company bonus and income structure · Clear path to progression bonus- Get paid to get qualified! · Great holiday allowance within the team · Fun, professional and driven management and office environment who are renowned for developing individuals in their experience, their qualifications and they personal development ·...

• Senior Commercial Account Handler

  £35,000 - £40,000 Per Annum

  Boxtree are urgently recruiting for an independent brokerage in Watford, who are currently searching for an experienced commercial account handler to look after a new and existing portfolio of clients.   This is a small broker who promote a culture of hard work and inclusive values. They are a busines that will support people to grow into rewarding and resilient careers and are keen to promote and support positive physical and mental health within the team.   Responsibilities:   Assisting Account Executives with workload Liaising directly with key clients to the business Managing your own renewal portfolio, including re-broking and handling MTA’s Preparation and delivery of insurer risk presentations   Required:   5 years’ experience in commercial insurance broking Experience in Acturis would be desirable Cert CII would be desirable for this position An understanding of compliance and claims handling   Company Benefits:   Employee Reward Scheme Group Life Income...

• Commercial Insurance Account Executive

  Up to £50,000 PA

  Boxtree are currently working exclusively with a well-respected insurance brokerage based in Aldershot, who are seeking for an experienced Commercial Account Executive to join their friendly business. you will be based in their commercial team, looking after a book of clients.   Responsibilities: Processing client insurance claims Organising risk proposals for underwriters and compromise terms on behalf of clients Handle insurance portfolios Presenting reports to existing and potential clients Attend face to face meetings as and when necessary   Required: At least 10 years’ experience within the commercial insurance industry Cert CII or similar qualifications obtained Excellent client service focus Keen to develop your industry knowledge further   Please note that we expect a high response to this position, so may not be able to respond to all individual applicants.  If you have not had a response within the next 3 days, please assume that on this occasion you have...

• Commercial Account Handler

  Up to £35,000 Per Annum

  Boxtree are supporting well respected insurance company in Witham, that are currently looking for a new member of their commercial team. Responsibilities; Administer commercial client’s requirements, including mid-term adjustments, renewals, obtaining quotations, cross-sales and invoicing of premiums Increase and maintain relationships with clients and all team members Have good timing skills, providing a timely service to clients Liaise with Account Executives throughout Maintain a strong understanding of the Insurance market Assist with the claims and/or high net worth departments while other colleagues are unavailable The ideal candidate; Will be Cert CII qualified (or willing to gain the qualification) Will have outstanding communication skills Will have good negotiation and broker skills Will have attention to details skills Company benefits; Private pension Funded CII qualifications Great work surroundings, friendly team with supportive management Rewarded for hard work, gifts/treats Work scheme that entitles employees to discounts on various items including cinema If you...

• Commercial Insurance Account Executive x2

  Up to £40,000 Per Annum + Commission

  Boxtree are currently working with a well-respected insurance brokerage based in Oxfordshire, who are currently seeking an experience Commercial Account Executive to join their team. Following a recent growth in their team, they are now looking to continue expanding the business with more senior candidates, to work alongside a book of general commercial clients, maintain a strong retention rate and pick up new business when the opportunity arises.   Responsibilities: Gather information from clients and prospects through renewal process, working with account handlers Work directly with clients and insurers daily Maintain and grow your book of business by securing new business leads with support from the marketing team Attend face to face meetings with clients when necessary Attend key client and market meetings Completion of renewal reports, working with the handlers to ensure both technical and bespoke client knowledge is finalised throughout   Required: At least 4 years’ experience within...

• Business Development Manager

  Competitive

  Boxtree are extremely excited to be recruiting for an experienced BDM to join our client who are an extremely reputable and progressive building society.   Duties:   You will be responsible for generating and maintaining mortgage business with Brokers and Intermediaries through building and developing excellent working relationships. As part of a team you will be joining at a time when the Society is seeking to drive and expand as well as retain business growth opportunities whilst promoting the brand, service and product offerings of the Society   Required: Previous experience of working as a BDM for a company in the Mortgage Sector, ideally a lender or bank.  Excellent mortgage market experience High standard of communication skills both verbal and written. Demonstrable and pro-active relationship management and negotiation skills, with the ability to influence, persuade and problem solve using own initiative · Able to demonstrate a proactive, flexible approach, working...

• Mortgage Advisor

  Self employed

  Boxtree Recruitment have been engaged to source a Mortgage Advisor for an established and client rich brokerage in London   Responsibilities: To assess, filter and place lending enquiries with banks and lenders for most appropriate client solution To liaise with intermediaries on behalf of their clients, sales support and external counterparties such as lenders, surveyors and solicitors to bring cases to completion  Check applications meet the criteria of the requested product and clients’ needs   Required: CeMAP qualified Motivated and focused self-starter who has the ability to learn new skills quickly   Company Benefits: Flexible working, with only 1-2 days expected to be in the office.  20 days holiday + generally week from Christmas Eve to January 2nd or next working day + bank holidays. 4 x Salary Death In Service Benefit, Permanent Health Insurance (PHI) scheme to normal retirement age, after probation. Pension Matching up to 3% of salary,...

• Senior Construction Underwriter

  Negotiable

  Boxtree recruitment are recruiting for an experienced Construction underwriter to join an MGA based in Essex. The ideal candidate will have an extensive background in underwriting, Contractors Liability, Contractors All risks, Excess Liability etc., within the UK market. This is a genuine opportunity to make an exciting mark within this business.   Responsibilities: Responsible for underwriting new business, profitably Maintain and develop business relationships with the MGA’s panel of insurance brokers as well as their supporting insurers Produce timely and accurate documentation in accordance with all underwriting processes Assist in the design and development of innovative solutions (new products, schemes and initiatives) Contributing to business growth through ensuring all clients receive the best class of customer service and support Remain up to date on industry developments and have an exceptional grasp on the current market dynamics Some people management in training assistant underwriters   Required: 5 years’ experience underwriting Construction...

• Post Completion Team Leader

  £30,000

  My client is a professional and ambitious organisation with a strong people-first culture and they are looking for a Post Completion Team Leader to join a busy and friendly team of people that encourage development and personal growth Responsibilities: Leading and supporting a team of Mortgage Administrators who deal with loan completions and servicing (to include Post-Contract Variations, Arrears, Collections and Forbearance), delivering the highest level of customer service to our customers whilst ensuring regulatory expectations (including TCF an MCOBS) are adhered to. Preparing cases for funds release, including ensuring offer conditions have been satisfied.  Arrears & Forbearance administration through to Possession and Collections including compliance with all regulatory requirements. · Post completion administration to include Retentions, Redemptions, Payments, Deeds, Further Advances, Funds release preparation, Post-Contract variations and Statement production ensuring all stages are processed in a timely and efficient manner. Stringent monitoring and management of interest-only, self-build and development...

• Insurance Account Handler (Real Estate)

  Up to £27,000

  Boxtree recruitment are recruiting for a Real Estate Account Handler to join a prestigious, sought-after global insurance broker based in London due to expansion. Joining their experienced and market – respected team, you will have a proven track record in providing support to Account Executives within a UK 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 to ensure retention Meet targets and increase revenue for the Real Estate/Property sector of the business Design, prepare, deliver presentations, both written and oral, as required Required: Must have experience within retail broking and real estate insurance 2 years or more experience working within Real Estate and Commercial Property Owners Cert CII or DIP CII is advantageous   Company Benefits: Company events Employee discounts Onsite parking Private dental insurance Store discounts Wellness programmes  ...

• Account Executive (Real Estate)

  Up to £65,000

  Boxtree are representing a well-established global insurance broker in the heart of London in their search to appoint an account executive within their real estate team. You will be capable of generating exceptional prospective clients within real estate. Managing new commercial clients and their respective insurance portfolios. Responsibilities: Joining their experienced and market-respected team, you will have and maintain a proven track record in generating new business, aligning introducers, networking and delivering brokerage and fee income Develop and create new business via networking, product development and other innovative mediums Develop lasting relationships at senior levels within the UK Prepare and maintain a new business initiative Fee negotiation and completion of budget proposals Required: Must have experience within retail broking and real estate insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits: Company events Employee discounts Onsite parking Private dental insurance...

• Commercial Combined Underwriter

  £37,000 - £45,000 PA

  Boxtree are currently recruiting for a Commercial Combined Underwriter to work within a thriving MGA based in the heart of the city of London.   If you have been underwriting commercial risk, construction combined, property or commercial combined risk for the last three years and are looking for the next step in your career, this is the opportunity for you to apply for!   Role Responsibilities:   Relationship management with sub-brokers and insurers Developing existing relationships to make them more profitable Offering renewals for commercial combined products Write new business   Key Skills:   2-5 Years’ Experience underwriting commercial risk (not limited to construction, commercial combined, property, liability etc.) Excellent track record in relationship management   Desirable Qualifications:   CII qualifications (Cert CII / Diploma CII)     Company Benefits:   Fantastic suite of employee benefits on offer from Great bonus scheme, pension and holiday entitlement Amazing commission and bonus...

• Commercial Insurance Account Handler

  £25,000 - £30,000 Per Annum

  Recruiting for a well-established broker who would like to appoint an Account Handler to work with an experienced Account Executive to support on their existing business.   This position will also allow you to develop your technical understanding of the commercial market.   This company has the feeling of a family business but with the security and ambition of a larger corporate enterprise. They have a set of core values that runs through the business and informs everything from placing decisions to hiring decisions, these involve teamwork, integrity, morals, growth, creativity, and high standards.   Responsibilities: Ensuring the renewal of commercial clients Liaising with clients Handling premiums between £10,000 - £100,000 GWP Re-broking business in the composite market   Required: 1-2 years commercial insurance experience Cert CII qualified or working towards would be desirable Acturis experience would be desirable   Company Benefits: Open to ongoing flexible working with all staff...

• Insurance Business Development Manager (Desk Based)

  £30,000 - £40,000 Per Annum + Bonus

  Boxtree have been exclusively appointed by an exceptionally respected MGA in Romford to appoint two account managers to develop business throughout their supporting broker network.   A well-rounded communicator, you will enjoy building and making relationships and driving busines into the MGA through hard work, determination and grit. The likely candidate would be heavily driven by working in a fun, enjoyable team with the opportunity to dictate their income.   The opportunities to progress in this business are vast.   Required:   Qualified by experience, but we are looking for a minimum of 2 years’ experience within underwriting or broking commercial risk Cert CII qualified or above would be advantageous Company Benefits: Exceptional Opportunity to be heavily rewarded and work for a recognised business 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...

• Schemes Account Manager

  Candidate Lead

  Recruiting for an experienced Account Manager to join an established, progressive, and nationwide brokerage to service clients and insurers with a lean in specialism towards schemes and affinities.   This role is to develop effective relationships to maximise opportunities and will be perfect for someone who is diligent, not needing to be micromanaged and posses a proactive approach to their workload.   Responsibilities:   Attending client visits alongside management occasionally Handling the broking open market of new business, renewals, and MTA’s Maintaining existing client relationships Liaising closely with Partners and other management Handling various policies including several FI products, Commercial Combined and Legal Expenses   Required: Between 2 – 10 years broking experience in commercial insurance Working knowledge of Acturis   Company Benefits: Promoting a collaborative working environment 4x life assurance Pension matched up to 10% 25 days standard holiday Childcare vouchers Shopping Vouchers Insurance (Private Medical etc.)   Please...

• Commercial Placing Broker

  £23,000 - £28,000 Per Annum + Commission

  Boxtree have been exclusively appointed to find an experienced placing broker who is looking for the opportunity to work with company directors to place larger ticket business and earn on the new business you place.   You will be focused on placing business with the best cover and competitive price through your insurer relationships in the open market with the help of the business’s directors. This business trades in general commercial business as well as in some niche areas including vape, supercars, property owners and care homes/childcare.   Each individual person who joins this business is provided with a clear progression path which will map out your growth within the company, they are passionate about ensuring nobody is limited in progressing or “hits a ceiling” here.   Responsibilities: Working closely with 2 directors of the business Liaising with clients & underwriters to find the right cover & best price for...

• Account Executive

  £40,000 - £80,000 Per Annum + Commission

  Boxtree have been exclusively appointed to find an experienced Executive who is looking for the opportunity to work with commercial clients and earn on the new business you win.   Supported by the directors, lead gen team and through your own self generation & referrals, you will be focused on winning new business and new clients in the commercial market. This business trades in general commercial business as well as in some niche areas including vape, supercars, property owners and care homes/childcare.   Each individual person who joins this business is provided with a clear progression path which will map out your growth within the company, they are passionate about ensuring nobody is limited in progressing or “hits a ceiling” here. In this role there may be opportunity for profit share options down the line.   Responsibilities: Attending appointments set for prospective commercial clients Following up on hot leads from...

• Junior Account Executive

  £25,000 - £30,000 Per Annum + Commission

  Boxtree have been exclusively appointed to find a hungry broker who is looking for the opportunity to work with SME clients and earn on the new business you win.   Supported by the directors, lead gen team and through your own self generation, you will be focused on winning new business and new clients and establish yourself in the commercial market. This business trades in general commercial business as well as in some niche areas including vape, supercars, property owners and care homes/childcare.   Each individual person who joins this business is provided with a clear progression path which will map out your growth within the company, they are passionate about ensuring nobody is limited in progressing or “hits a ceiling” here.   Responsibilities: Outbound calls to prospective commercial clients Following up on hot leads from directors Following up on leads generated by a lead gen supporting team Developing your...

• Insurance Outbound Sales Executive

  Up to £25,000 PA

  An exciting opportunity has arisen to work for an independent insurance broker to support the broking team to win new business.   We are looking for an individual that holds strong outbound telesales skills as well as the ability to open doors with commercial businesses and small business owners.   The Opportunity - Ability to generate leads through call lists provided - Obtaining renewal dates and appointment setting for brokers - Working within the FCA guidelines and ensuring compliance in all workload   Requirements   Experience in a telesales focused role with outbound sales calls Experience using Acturis as a broking system would be desirable Company Benefits Exceptional Opportunity to become part of a core team of a successful new broker on the scene 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...

• Sales & Marketing Coordinator

  £18,000- £22,000

  Boxtree are looking to appoint a marketing & events coordinator to directly support the Head of Marketing of an award winning, growing and dynamic business     Responsibilities: Support our head of marketing in the execution of the company marketing plan, including planning and coordinating our events programme Support our attendance at key account partner events. Complete MI tracking and business case level monitoring, producing regular reports Assisting with the liaising between the business development team and introducers Managing a busy inbox and liaising with introducers and key account partners Booking appointments and managing the diary of the colleagues Proactive outbound dialling to key introducers for both new and existing business Undertaking basic administrative duties across the business Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures   Required: Experience within an office environment and...

• Commercial Account Handler

  Up to £30,000 Per Annum

  Boxtree are currently working with an established brokerage based in Woodford who are recruiting for a Commercial Account Handler.   If you are a driven commercial insurance professional who is looking to be a part of an ever growing, dynamic team, then Boxtree would like to hear from you.   This is an incredibly exciting opportunity to grow within a firm who will harness your abilities and offer the chance to deal with some fabulous quality clients and a great team.   Responsibilities:   Supporting senior brokers/executives Preparing insurer risk presentations Dealing with commercial clients, renewal, and retention Ensuring relevant documentation is correct Maintain compliance (FCA, TCF, GDPR)   Required:   2-5 years commercial insurance background Experience using Acturis would be desirable   Company Benefits:   PerksatWork Access Access PMI, DIS after probation Flexible Hours (9-5.30/10 – 6/8-4.30)     Please note that we expect a high response to this...

• Senior Account Handler/Team Leader

  Candidate Led

  Are you a confident Commercial Insurance Account Handler with experience in construction, commercial combined, SME packages, property owners, liability, motor fleet and professional indemnity clients? 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. Responsibilities: Team leader of a small team of commercial account handlers Build client relationships Deliver on growth and service targets Excel at client service and insurer relationships Ideal experience and skills; Understanding of Open GI At least 10 years’ experience within the insurance industry, dealing with commercial insurance Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Proven track record of maintaining...

• Business Development Manager

  £60,000-£70,000 + Bonus

  Boxtree Recruitment have been engaged to source a Business Development Manager for a new and very exciting, growing lender in London.  Our client has a competitively priced and attractive range of lending solutions in the Bridging and Development Finance space.  Our client makes all lending decisions in house and they have access to 4 different funding lines. They offer extremely competitive and flexibly priced proc fees to their intermediaries  This role would suit a high achieving Business Development Manager Responsibilities: Develop strong working relationships with existing and new intermediaries and borrowers. Proactively seek new business opportunities as well as being able to identify opportunities to improve product portfolio and represent the Company at trade shows, property auctions and relevant corporate events. Work closely with the underwriting team to seek continual improvement and be instrumental in the growth of the business Required: Expert knowledge of the specialist lending sector and a...

• Commercial Account Handler

  Up to £35,000 PA

  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 is 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...

• Insurance Auditor

  Negotiable

  Boxtree are recruiting for a national insurance group that are looking to appoint an insurance auditor to join the team and oversee all compliance and competency-based activities.   Responsibilities: Organise, structure and execute risk-based file audits (electronic) of the operational process of the business Review business documents to ensure everything is correct Signing off competency within the team Ensuring everyone is working towards FCA regulations, and if not highlighting and fixing it   Required: Comprehensive auditing skills to include but not limited to diligent record keeping, accurate attention to detail, confident communicator with challenging practices Confident in the regulation found within the FCA framework and guidance Experience working within an insurance environment, doing a similar role   Company Benefits:   Exceptional company benefits, holiday and pension Flexible with working from home Family and team environment Committed to investing in professional growth and career path   Please note that we expect...

• Insurance Auditor

  Negotiable

  Boxtree are recruiting for a national insurance group that are looking to appoint an insurance auditor to join the team and oversee all compliance and competency-based activities.   Responsibilities: Organise, structure and execute risk-based file audits (electronic) of the operational process of the business Review business documents to ensure everything is correct Signing off competency within the team Ensuring everyone is working towards FCA regulations, and if not highlighting and fixing it   Required: Comprehensive auditing skills to include but not limited to diligent record keeping, accurate attention to detail, confident communicator with challenging practices Confident in the regulation found within the FCA framework and guidance Experience working within an insurance environment, doing a similar role   Company Benefits:   Exceptional company benefits, holiday and pension Flexible with working from home Family and team environment Committed to investing in professional growth and career path   Please note that we expect...

• Marketing Executive – Insurance

  £25,000 - £35,000

  Boxtree have been exclusively retained to appoint an innovative, driven and hardworking marketing executive for their offices in Brighton. With regional responsibility for an insurance broking group, you will have a real flare for marketing initiatives within the insurance market.   Responsibilities: Supporting the existing insurance professionals in the group with their marketing requirements Developing and delivering internal marketing communications Innovating, designing and delivering exciting marketing initiatives across the board   Required: Previous experience within the insurance industry would be advantageous Through understanding of internal stakeholder management throughout the business Strong computer, design and creativity skills   Company Benefits: Exceptional company benefits, holiday and pension Flexible with working from home Family and team environment Committed to investing in professional growth and career path   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...

• Commercial Latent Defect Underwriter

  Negotiable

  Boxtree are currently exclusively representing an established insurance group with an internal MGA who are currently looking to hire experienced latent defect underwriting specialists.   This business holds two binders with A rated capacity currently which is set to double in size in the near future. This is a great opportunity to be part of a small independently run business who have the support and benefits of working for a large national.   Responsibilities: Providing technical expertise to the team for latent defect risk Underwriting in line with underwriting guides and binding authorities Maintaining existing broker and client relationships   Required: Min. 1 year experience underwriting latent defect insurance Insurance qualifications are desirable   Company Benefits: Exceptional employee benefits scheme and offering Flexible work environment (min. 3 days in office per week) Great holiday, pension, and team to work with   Please note that we expect a high response to...

• Broking Manager

  Negotiable

  Boxtree are currently working with a brokerage in the health, life, and PMI sector of insurance who are looking to appoint a leader to assist in strategic growth for the business. Currently with two members of staff and a large amount of funding to spend on investment, this is an opportunity to join and grow the business with a view to running it entirely in time.   Excellent progression opportunity for the right candidate.   Responsibilities: Implementing a sales strategy for health & life products Seeking affinity relationships Developing insurer relationships & schemes for the business Working towards a target of £1million income for the business in total Ensuring clients are retained Management/training/direction of 2 staff members Working with the directors to spend funding on the correct areas for investment   Required: Experience in health, life & PMI insurance broking Excellent relationship management skills with insurers A strategic and entrepreneurial...

• Insurance Sales Executive

  £30,000 + Bonus

  If you are a driven Insurance Sales Executive looking to join a well-established and progressive team, then Boxtree would like to hear from you! This is an important role within this brokerage as you will be maintaining an important enterprise portfolio, establishing long lasting and profitable relationships from first contact to renewal. Responsibilities: Maintaining a mixed commercial portfolio Maintain relationships with key clients Meet targets and increase revenue for the commercial 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 Commercial products 2 years or more experience working within a similar role Cert CII or higher insurance qualifications (desirable) Company Benefits: Pension Scheme Cashplan Group sickness of up to 12 months pay Supportive with exams – help pay towards this Healthy bonus scheme Rewards Please note that we expect a high response to...

• Insurance Administrator

  £20,000

  Boxtree Recruitment have been appointed to resource a driven and confident Insurance Administrator to join a well-established, progressive team within a brokerage based in Gillingham. This team is full of personality, and due to a surplus of workload they are looking to expand their team. This is a brilliant opportunity for a school leaver looking to get into the world of insurance. Key Responsibilities: Administrative support and reporting to the management team Maintenance of Spreadsheets for reporting Issuing policy documentation Sending reminder emails/letters Keeping policy notes and filing up to date Manually producing documents where necessary Processing credit/debit card and direct debit payments Printing and Posting documents to send to clients Maintaining relationships with brokers and clients Skills and Experience required to apply: Strong organisation skills Insurance experience (preferred) Strong computer skills and excellent knowledge of all Microsoft office package, especially excel Confident and pleasant phone manner Ability to solve...

• Financial Planning Administrator

  £30,000 - £35,000

  Responsibilities: Supporting advisers in all aspects of the advice process. Preparing first meeting packs Inputting fact find details into the back-office system Set up clients, input case, input initial fee, input expectation of future income, obtain illustrations (Exchange or other methods) Obtain KFds or KIIds Input Lifetime cash forecasting information into via Truth (where relevant) Prepare suitability letters for Adviser sign off (using templates or software) Obtain and copy Anti Money Laundering documents Complete verification form for adviser signature Pass prepared case to Compliance (using checklist) On-Line Processing (where relevant) Updating the system on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions Chasing business Weekly planning / strategy meeting with Adviser General Administration Liaise with providers / clients / third parties – as necessary Support diary function of designated adviser   Required: Experience of working for an IFA and liaising with product providers Knowledge...

• Commercial Account Handler

  Up to £27, 000

  Boxtree are currently representing a well-respected independent brokerage in their search for a Commercial Account Handler to join an established and reputable small to medium enterprise department. If you have a strong commercial understanding, then I would like to hear from you! Your role will be handling a mixed commercial portfolio, communicating with clients, third parties and insurers confidently and diligently always. The Opportunity: -Ability to handle, maintain, develop, and retain existing clients w -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 -Put together renewal presentation and quotations and obtain the clients renewal for their insurance     Required: Solid understanding of Commercial products 2 years or more experience working within a similar role Cert CII or higher insurance qualifications (desirable)     Company Benefits: Medical Healthcare Group Income Protection Dental Healthcare Healthy...

• Bridging Loan Underwriter

  Up to £65,000

  Boxtree recruitment are recruiting for a Bridging Loan Underwriter for a lender in Mayfair.  Our client are experiencing a huge increase in demand for their products hence the creation of 1, possibly 2 roles.   Key facts: Institutionally and internally funded Solid introducers True progression path   Responsibilities: Build and maintain relationships with brokers and in turn underwrite complex bridging loans Participate in daily deal committees Assess and appraise valuation reports  Liaise with intermediaries on new enquiries and proposals ensuring underwriting requirements and/or reasons for decline are communicated clearly and effectively Work closely with Case Managers to ensure reasons for underwriting requirements and special conditions are understood   Required: Experience of underwriting secured property finance gained from either a bank or a lender Happy to have conversations with candidates that are aspiring to become underwriters as long as they have assisted underwriters in a property finance lender previously. (Hence the...

• Commercial Account Executive

  Up to £35,000 PA + bonus + commission

  Boxtree Recruitment have been appointed to resource for a driven Account Executive with strong commercial product knowledge and clear new business capabilities. If you have a strong understanding of managing clients especially within the Fleet, Liabilities, Taxi and Goods in Transit space we want to hear from you! Responsibilities: Maintain relationships with clients in your network Develop and create new business via networking, referrals and many other ways Grow your own commercial book of business Prepare and maintain a new business initiative Retain clients in your pipeline Required: Must have experience within commercial insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits:   Office hours 9am-4:30pm Opportunity to grow own book of business Company pension scheme Birthday off as extra holiday day Please note that we expect a high response to this position if you have not had a response...

• Operations Assistant - IT

  Up to £20,000 Per Annum

  Boxtree Recruitment are currently working with a national insurance broker for their office in Colchester who are recruiting for an Operations Assistant within their IT department to perform office administration. You will be reporting to the IT Operations Manager.   The successful candidate will be working within a committed, hard-working IT team.   Responsibilities:   Manage IT procurement including ordering IT assets Administrative processes of invoices and credit notes Coordinating audio and video conference calls across the group Performing Identity Access Management Undertake technical administration Keep records of the group’s key contacts and external contacts Required:   At least 18 months experience working in a similar role for a larger company of at least 200 members of staff Experience working for a business with mature processes and procedures   Company Benefits:   Exceptional employee benefits scheme and offering Great holiday, pension and team to work with Completely flexible work environment...

• Commercial Insurance Broker

  Negotiable

  A very exciting appointment has presented itself within an independent insurance brokerage that specalise in commercial insurance risk, focusing on wheels-based insurance risk including but not limited to HGV, Motor Fleet and Taxi insurance coverage.   Responsibilities:   You will be responsible for building and retaining a commercial insurance book of clients Confidently acquiring and presenting new clients, existing clients and organically growing the brokerage   Company Benefits:   Exceptional opportunity to join a very exciting brokerage that are at the cusp of substantial growth Fantastic team of insurance professionals who are hardworking, fun and diverse Exceptional commission and renumeration structure Opportunity to join the senior team for the right individual     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...

• Commercial Underwriter

  £28,000 - £35,000 Per Annum (Negotiable Dependant on Experience)

  Boxtree are currently working with a successful, family run MGA in Chelmsford who are expanding due to the multitude of broker relationships they are currently managing. Specialists in commercial, A&H and management liability risk. This business hold a leisure scheme and are looking to onboard an underwriter who has experience underwriting for the leisure industry.   Responsibilities:   Underwriting new business, MTA’s and renewals Managing existing broker relationships (you will be given a portfolio) Working to targets (including 85% renewal target)   Required:   1 – 3 years’ experience underwriting for niche rich within the leisure industry It would be beneficial if you have experience underwriting for leisure & entertainment business   Company Benefits:   Excellent job security with a business who have an incredibly low turnover of staff Opportunity to be part of an MGA who value the social culture of their business This is NOT a corporate business,...

• Head of Underwriting (P&C)

  £70,000 - £120,000 PA

  Boxtree are currently working with a successful, family run MGA in Chelmsford who are expanding due to growth. Specialists in commercial, A&H and management liability risk, this role is an opportunity to ensure the growth of the MGA in all lines continues and continues to evolve its products and services to maintain and grow broker and insurer relationships.   Responsibilities:   Development of Commercial & Financial lines products Development of commercial schemes Reviewing underwriting strategy Updating underwriting guides Training and managing a team of underwriters Acting as the technical referral point Reviewing, creating and amending policy wordings Overseeing system development changes MI Reporting   Required:   Experienced in writing risk for Liability, Commercial Combined, Property Owners, Retail, PI and D&O Management experience Experience developing bespoke underwriting systems alongside IT team Strong broker relationships   Company Benefits:   Excellent job security with a business who have an incredibly low turnover of...

• Commercial Account Handler

  £25,000 - £30,000 PA

  Boxtree Recruitment are working with an extremely successful and established national Lloyds insurance brokers based in West Sussex. We are urgently recruiting for a Commercial Account Handler to join an experienced team to maintain and assist in retention and new business gain of important general insurance business clients, predominantly within the Professional Indemnity sector. If you have experience within the commercial insurance industry, handling and retaining Professional Indemnity clients, we want to hear from you! Responsibilities: Handling existing client’s renewals Handling new business enquiries Working with insurers and account executives within the office securing MTA’s and renewals To operate in accordance with FCA and company agreed processes To put together client prospect risk presentations to forward to insurers Negotiate insurance premiums and cover with insurers in line with client requirement To assist account executives in production of reports and summaries of insurance for clients Review insurer placements to ensure that...

• IFA Sales Support (Mainly home based with 1-2 days a week in London)

  £26,000-£30,000

  Responsibilities: Supporting advisers in all aspects of the advice process. Preparing first meeting packs - as and when required Inputting fact find details into our back-office system – Intelligent Office (IO) Set up clients on IO Input case onto IO Input initial fee (commission) onto IO Input expectation of future income onto IO Obtain illustrations (Exchange or other methods) Obtain KFds or KIIds Input ATR Questionnaire into Financial Express (FE) - EValue Print ATR Report outcome via FE Input Lifetime cash forecasting information into via Truth (where relevant) Prepare suitability letters for Adviser sign off (using templates or software) Obtain and copy Anti Money Laundering documents Complete verification form for adviser signature Pass prepared case to Compliance (using checklist) On-Line Processing (where relevant) Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions Chasing business Weekly planning / strategy meeting with Adviser General...

• Internal Business Development Manager

  £35,000 - £40,000 + Bonus

  Boxtree Recruitment have been engaged to source an Internal Business Development Executive 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: Develop strong working relationships with existing and new intermediaries and borrowers. Be first line of defence for new lending enquiries to ensure that they fit the company criteria Proactively seek new business opportunities as well as being able to identify opportunities and represent the Company at trade shows, property auctions and relevant corporate events. Work closely with the underwriting team to seek continual improvement and be instrumental in the growth of the business Required: Knowledge of the bridging / short term property finance sector Strong and confident communication skills with the desire to progress in lending   Company Benefits: A true career path into a...

• Commercial Account Handler

  £28,000

  Boxtree are supporting a well-respected insurance brokerage based in Northampton, that are currently looking for an experienced account handler to join the business to work with their SME clients. Responsibilities; Administer commercial client’s requirements, including mid-term adjustments, renewals, obtaining quotations, cross-sales and invoicing of premiums Increase and maintain relationships with clients and all team members Deal with the administration of claims Have good timing skills, providing a timely service to clients Maintain a strong understanding of the Insurance market The ideal candidate; Will have experience dealing with SME clients Will have outstanding communication skills Will have attention to details skills Company benefits; Company Pension Small, growing team Free parking CII qualifications funded by the company 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...

• Commercial Producing Insurance Broker

  Negotiable

  An exciting opportunity has arisen to work for a highly respected, national insurance broker as a producing broker within an impressive commercial/corporate team.   This is an opportunity to grow your own book of business through your new business generation skills or to focus on new business generation and work closely with skilled technical account managers as a BDM.   The Opportunity   Ability to develop and retain new clients’ commercial portfolios Placing policies open market up to GWP £100,000 Working within the FCA guidelines and ensuring compliance in all workload Placing and closing new business Generating your own new business through self-generated leads Utilising internal infrastructure and support to generate new commercial clients (internal referrals & telesales support)   Requirements   Min 3 years’ experience in a new business focused insurance broking role Experience in commercial insurance A strong background in self generating and converting new business (this will...

• Senior Underwriter - Professional Indemnity

  £125,000 + Performance Bonus and Profitability Shares

  Boxtree have been exclusively retained by an incredibly well performing MGA based in the heart of the City of London who are looking to expand their class offering, by the appointment of a well-respected, energetic and knowledgeable senior PI underwriter.   If you have been underwriting PII at a senior level of a minimum of 5 years and are looking for the ‘next step’ in your career, then reach out for an exploratory conversation with Toni Dines. Perhaps you are not remunerated how you wish, perhaps you are working in a team that are underestimating your hunger or seniority?   We imagine that this role would be well suited to an entrepreneurial individual who does not currently benefit from access to adequate profitability remuneration, or perhaps has no opportunity for share ownership or equity.   This is a genuinely exciting opportunity as a PII operation does not presently sit within...

• Insurance Account Handler

  Negotiable- from £24,000

  Boxtree Recruitment are working exclusively with a fantastic insurance brokerage who are looking to grow their office in Orpington. We are looking for an experienced Account Handler who has dealt with  D&O, PI and Cyber. Responsibilities: Responsible for helping manage a book of business. Acting as referral point for more junior members of the team. Assisting with all training. Reporting to the Managing Director. Required: Must have experience in D&O, PI and Cyber Must have at least 2-3 years’ experience in insurance Cert CII qualified (advantageous) Company Benefits: Support in making a big difference in a small brokerage Opportunity and space to develop Performance based bonuses twice a year 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...

• Commercial Account Handler

  £25,000 - £29,000

  Boxtree are currently working with an established brokerage in Neston who are looking to appoint a commercial account handler to service the MD’s client book of business - commercial & hospitality clients through to renewal.   Responsibilities:   Client relationship management of existing clients to ensure renewal Providing advice on Combined, Property Owners, Liabilities and Motor Trade policies Develop and sustain good relationships with Insurers and any other strategic partnerships Taking advantage of any new business opportunity you find through existing relationships   Required:   Min 2 years commercial broking experience A strong understanding of regulations including FCA, GDPR and TCF It is desirable, but not essential for you to have experience using the Open GI system   Company Benefits: Bonus scheme Medicash access Flexitime Parking on site   Please note that we expect a high response to this position if you have not had a response within the next...

• Commercial Account Executive/Account Manager

  £45,000 + Bonus

  Boxtree Have been exclusively retained to appoint a Commercial Account Executive to inherit and service an existing portfolio. Would you like the opportunity to carve out a career within an independent broker in their senior team? If you are an experienced Account Executive qualified in providing excellent Account Management within the commercial sector, with a focus on Property and Casualty, then Boxtree would like to hear from you!! Responsibilities: Maintaining a mixed commercial portfolio, including Property and Casualty Maintain relationships with key clients and insurers Meet targets and increase revenue for the commercial sector of the business Building and maintaining profitable relationships with clients Attending client visits when required Required: Solid understanding of commercial combined products – ideally P&C 3 years or more experience working within a similar role Company Benefits: Financially thriving business based in Essex Fantastic, driven, and motivated team of Account Executives and Account Handers who work...

• Protection Advisor

  Flexible depending on experience

  My client is a professional organisation with a strong people-first culture and they are looking for a Protection Advisor to join a friendly team of people that encourage development and personal growth This is an excellent opportunity for an ambitious individual to join a multi-award-winning business. They produce a high volume of leads across the group and they are looking for an experienced individual to provide an excellent service Responsibilities: You will be passionate about and have experience of giving the best advice to suit the customer’s needs following a comprehensive fact find and able to assess existing policies, to review and replace if required to suit customers changing circumstances For the right individual, this could be an opportunity to build out a lucrative department within an ambitious and growing business. Required: Previous experience and track record of selling protection products Company Benefits   25 Days holiday per year plus...

• Commercial Account Handler

  £30,000

  Boxtree have been exclusive retained to appoint a Technical administrator to join a thriving brokerage based in Kent. If you have a proven track record in commercial insurance and have a Certificate in insurance, we would love to hear from you!   Responsibilities: You will be responsible for administering various commercial clients within various commercial sectors Handling a myriad of commercial products, broking and dealing with underwriter and underwriter relationships Confident at over the phone commercial insurance advice and support given the new lockdown and future lockdown disruption for commercial clients   Required: You must be qualified with a Cert CII or higher You must have experience of administering the following policies; Motor Trade, Marine Trade, Fleet, PI, D7O, Cyber and Combined Liability   Company Benefits: Financially thriving business based in Essex Fantastic, driven, and motivated team of Account Executives and Account Handers who work and play hard Great pension...

• Second Charge Mortgage Consultant

  OTE £60,000

  Boxtree are seeking a Second Charge Mortgage specialist to work alongside the existing Specialist Sales Consultants and Sales Support team of our client who are a leader in their field of mortgage distribution.  On behalf of brokers they seek to find mortgage solutions for clients where mainstream solutions are not available, this can include residential mortgages, second charge mortgages, buy to let, short term lending, commercial finance, development finance and unsecured finance.   Duties: To assess, filter and place Second Charge Mortgage enquiries with a panel of lenders for most appropriate client solution To liaise with intermediaries on behalf of their clients, sales support and external counterparties such as lenders, surveyors and solicitors to bring cases to completion Check applications meet the criteria of the requested product and client’s needs Checking the validity and acceptability of documents sent in with the application against lenders criteria. Ensure workload is serviced to...

• Head of Schemes and Affinities

  £150,000 - £160,000 + Equity

  Boxtree are currently headhunting for a specialist in Schemes and Affinities insurance. The ideal candidate will be able to handle large ticket corporate clients and will have their own insurer and client relationships to bring to the business.   This is the perfect opportunity to break away from a “corporate” type brokerage and join a smaller independent, who has access to the Willis Network, to allow the opportunity for maximum distribution. This is a small but stable business, who really pack a punch when it comes to creating a dynamic and fast-growing working environment.   Their main company ethos is based around their belief that everyone in their business deserves a large piece of the pie, what you put in, you get out tenfold.   Responsibilities: Establishing the company’s schemes & affinities presence in the market Look after your own portfolio of loyal clients Service the existing business which is...

• Commercial Insurance Account Executive

  £30,000 - £55,000

  Boxtree are currently recruiting for an experienced Account Executive to join a well-respected insurance brokerage based in Wakefield. This business has a wide range of clients, including motor fleet, property, SME, restaurants, manufacturing, D&O and corporate.   Responsibilities:   Attending client visits on a regular basis Handling the broking open market of new business, renewals, and MTA’s Generating and placing new business Maintaining existing client relationships Handling various policies within the SME, general commercial and corporate sector   Required:   4 years minimum commercial insurance experience Proven track record of new business generating and placing Confident attending client meetings A commercial book of moveable business is desirable   Company Benefits:   Onsite parking Extended Christmas break Pension provision   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...

• Commercial Insurance Account Executive

  Up to £65,000

  Boxtree Recruitment are working closely with a well-respected insurance brokerage, who are seeking an experienced, work driven account executive who deals with mid-SME to general commercial business to join the growing team. Responsible for the development of new commercial clients, retention of existing clients and to maintain relationships throughout. Responsibilities: Maintain relationships with clients in your network Pick up new business opportunities through networking, referrals and other avenues Work closely with account handlers and other members of the team Attend client meetings regularly with clients, alongside meeting new potential prospects Required: Must have experience within retail broking and commercial insurance A proven track record of the last 2 years of new business generation and placing Must be client facing Cert CII or Dip CII qualification is desired Have a driving license   Company Benefits: Being part of a professional and family-feel brokerage 29 Days Holiday Funded CII qualifications Work scheme...

• Professional Indemnity Insurance Broker

  £35,000

  Boxtree are currently working with an independent brokerage based in Bristol who are recruiting for a PI specialist who can either be based in their renewals or new business team dependant on your skill set.   If you are a driven account executive or account handler who is technically sound when it comes to PI and excels in relationship management then Boxtree would like to hear from you.   Responsibilities:   Either new business generation OR renewal processing Attend client meetings face to face Consistently renew and maintain existing clientele Maintain client relationships at all levels of all different types   Required:   At least 1-year experience in Professional Indemnity insurance as either an account handler or new business role Company Benefits:   This is an opportunity to be part of a proactive and respected specialist team in the market   Please note that we expect a high response to...

• Insurance Account Executive - Niche Lines

  £60,000

  Boxtree have been exclusively retained to support a well-respected insurance group to appoint a specialist Account Executive to drive new business and onboard new clients.   This role will be best suited to an Account Executive that can either bring a Book of Business or has the strong capability to Grow a Book of Business within the Waste and Haulage or Construction industry.   Specifications of the role:   Growing and maintaining a book of business Self-generating new leads Visiting new and existing clients to undergo Insurance reviews Assisting Account executives with placement of risks Negotiating new business terms with underwriters Dealing with all classes of insurance within the construction, waste & haulage industry   Company Benefits: Flexible working (work from home optional) Exceptional company bonus and income structure Fun, professional and driven management and office environment Pension   Please note that we expect a high response to this position...

• Mortgage Advisor

  £25,000 - £30,000

  Boxtree Recruitment have been engaged to source a Mortgage Paraplanner for a very exciting and well-established Financial Planner in London. If you want to be part of the growing and successful Mortgage Team, then you should apply. Responsibilities: High net worth mortgage case processing Support cases from application to completion Ensure all cases are processed smoothly and within a timely manner Required:   CeMAP qualified Thorough understanding of lending criteria from high street lenders and private banks Must have worked within a broker or Financial Planner recently Knowledge of complex income structures Experience sourcing products   Company Benefits: TBC   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...

• Account Executive

  £60,000

  Boxtree are currently representing a well-respected independent brokerage in their search for a hungry development professional with strong commercial product knowledge. If you have a strong construction risks understanding as well as general commercial, then I definitely would like to hear from you! Responsible for the development and execution of established new business prospects and pipeline generation, you will have the opportunity to maintain the relationships you build to create a book of business. 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: Maintain relationships with clients in your network Develop and create new business via networking, product development and other innovative mediums Develop lasting relationships at senior levels within the UK Prepare and maintain a new business initiative Fee negotiation and completion of budget proposals Required:...

Team Boxtree

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  Toni Dines

  Founder

  Specialisms: Insurance Recruitment, Merger & Acquisitions, Headhunting, ConsultancyA crazy animal fan and dog lover, the Founder of Boxtree started her career in insurance broking, moving through underwriting, claims and operational process within the London market. Appointed by Arthur J Gallagher, JLT and Bluefin, Toni is a key point of contact at Boxtree for all things insurance; M&A opportunities, Headhunting (Senior Search & Selection) and bespoke consultancy requirements at all levels.Narrow Boat lover and aspiring Alpaca owner.

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  Sophie Yates

  Team Administrator

  ​The core of Boxtree is supported by Sophie who heads up our administrative function and operational need of our consultants. With a wonderful sense of humour and an admired dancer, Sophie loves bringing the joys of life into all she achieves at work. Sophie diligently ensures the professional representation of our firm daily but is the envy of the office with her sweet tooth and calibre of snacks and treats!

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  Kim Scrivener

  Consultant

  Kim has great knowledge and experience in the recruitment industry and works closely with our Senior Consultants. With Kim’s immense knowledge of recruiting, Kim enjoys her responsibility of sourcing only the highest caliber of candidates for our consultant’s job roles. When Kim isn’t working and supporting the team in market mapping and headhunting, she enjoys holidays with her family and friends, visiting the karaoke bar to sing “I will Survive - Gloria Gaynor”.

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  Jodie Murray

  Consultant

  ​​Specialisms: Lending and Bridging Recruitment, Headhunting, ConsultancyA busy mum to 2 beautiful boys, that loves recruitment and is the 2nd generation of recruiter in her family. Jodie has worked in the financial services sector for over 15 years and is your 'go to' for Senior Search and Selection and consultancy requirements at all levels within this field. Driven by the success of everyone she works with. A football loving ‘Soccer Mum’ that spends all her spare time in muddy fields and washing kits!

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  Leo Pearce

  Consultant

  ​Passionate and hardworking, Leo is part of the insurance team here at Boxtree. He is currently completing his training and is learning more about the insurance industry each day. Outside of the office, Leo enjoys socialising with friends and playing football for his local team.

• 

  Paige Dadds

  Consultant

  ​Specialisms: Insurance Recruitment, Merger & Acquisitions, Headhunting, ConsultancyA serious dog lover who has traveled the world! A senior insurance market consultant in Boxtree who loves working with everyone in recruitment and M&A. Paige finds working with underwriters and senior level brokers the most exciting, as they always have a lot to say and can speak about their markets in detail, giving fantastic market insight. Although there are many things that Paige loves about working with Boxtree, the main thing for her is being able to develop and nurture relationships with all manners of people, within an industry that she genuinely loves.

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  Morgan Whittaker-Beecroft

  Consultant

  Specialisms: Insurance RecruitmentMorgan is one of our specialist insurance market consultants, mainly focusing on insurance brokers, MGA’s and insurers. Morgan loves working with her Boxtree family and has been mentored by Toni Dines & Paige Dadds in the business to ensure the highest level of technical understanding of clients and roles. Morgan is very family orientated and works very hard to make her family proud. Aspiring to be extremely successfully for her younger siblings, especially her sister Ava who certainly looks up to her as a role model.

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  Lacee Watts

  Project Coordinator & PA to the MD

  Lacee is the team's project coordinator and right-hand of Toni Dines. Ensuring the heart of the business runs smoothly, compliantly and full of integrity, no challenge is too big or small.

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  Kelly Aplin

  Consultant

  Specialisms: Insurance Recruitment, Headhunting, Consultancy​An Insurance market Recruitment Consultant at Boxtree (who once had a dance off with Olly Murs!), Kelly enjoys interacting with both clients and candidates, being able to fulfill their needs and effect a match for longevity. Building long lasting relationships is something that Kelly takes great pride in, along with finding her candidate’s their dream job. Kelly enjoys working within all aspects of insurance broking and underwriting.

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  Archie Owen

  Consultant

  Archie is part of our insurance team and is enjoying being trained by Toni Dines and the rest of the team. When he's not working hard in the office, Archie can be found watching an ​Arsenal match somewhere...

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  Shannon Kennedy

  Administrator

  ​Shannon is one of Boxtree's administrators, supporting the team in the fast-paced world of recruitment. Shannon's role requires a high level of attention to detail, something which she takes pride in. Outside of work, Shannon loves spending time with her family and exploring in nature, as well as baking!

Boxtree by Numbers

£4.3m

Candidate salaries placed on average, annually

862

Clients supported on average, annually

1219

New insurance candidates registering with us each month

362

New lending candidates registering with us each month