Latest jobs

• Private Clients Account Executive

  Up to £40,000 Per Annum

  Boxtree Recruitment are currently working with a national insurance broker for their office in Colchester who are recruiting for a Private Clients Account Executive to retain existing clients, generate new business and bring over their own clients if applicable to them.   The successful candidate will be working within a fun, committed and driven private clients team.   Responsibilities:   Build new business from networking, cold calling, cross-selling and lapsed clients Build and maintain relationships with all clients, insurers and colleagues Handling enquiries from clients Understanding client’s insurance needs Dealing with and handling new enquiries, renewals and MTA’s First point of contact to clients Required:   At least 4 years’ experience within private clients, dealing with new business, MTA’s and renewals A book of moveable clients is desirable, but not essential Cert CII qualification or higher, or determination to achieve it   Company Benefits:   Exceptional employee benefits scheme and...

• Commercial New Business Insurance Broker

  Up to £30,000 Per Annum (commission + bonus available)

  Boxtree Recruitment are currently working with a prestigious insurance broker based in Brentwood who are recruiting for a Commercial Insurance Broker to retain existing clients, generate new business and pick-up client recommendations.   The successful candidate will be working within a fun, committed and driven commercial insurance brokerage.   Responsibilities:   Build new business based on provided warm and self-generated leads Build and maintain relationships with all clients, insurers and colleagues Handling enquiries from clients Understanding client’s insurance needs Dealing with and handling new enquiries, renewals and MTA’s First point of contact to clients Working alongside the managing director Required:   Experience in an insurance position in a sales-based role A good attitude and drive towards insurance Also open to senior level candidates who have proven track records in winning new business   Company Benefits:   Flexible working environment Progression available within the business including managerial opportunities for the future...

• Property & Casualty Underwriter

  Up to £65,000, Dependant on Experience

  Boxtree have been exclusively appointed by an exceptionally respected MGA in the heart of the City of London to appoint a senior property and casualty underwriter.   This business are looking to engage with un underwriter that is bored in their current position and wants to join an exciting, progressive and entrepreneurial firm to really make something of themselves.   A well-rounded communicator, you will enjoy building and making relationships and driving business into the MGA through hard work, determination and well-respected knowledge of your product class.   You will play an active role in developing the growth in the business, profitably  You will have an exceptional track record in underwriting property and casualty Ideally qualified with a Cert CII or higher or intention to qualify   The business are looking to reward on delivery significantly and you will be in a position to dictate your package and renumeration.  ...

• Property Owners Underwriter (2x)

  Up to £65,000 Dependant on Experience

  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,...

• Account Manager – Wholesale x2

  £25,000 - £30,000 (OTE Uncapped)

  Boxtree have been exclusively appointed by an exceptionally respected MGA in the heart of the City of London 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:   You can be qualified by experience, but we are looking for a minimum of two years’ experience within underwriting or broking commercial risk Cert CII qualified or above would be advantageous   Company Benefits:   Exceptionally technical, fun and enjoyable team to work within Fantastic holiday entitlement with the business Various personal benefits package Exceptional uncapped bonus, renumeration and reward structure and...

• Healthcare Account Executive

  £45,000

  An exciting new opportunity to join a friendly and well-established Medical Malpractice team situated within a well-respected insurance brokerage has arisen and Boxtree would like to introduce you to our client. This is a genuinely fantastic opportunity if you are seriously wanting to carve out a fantastic career within a specialist and interesting area of insurance. If you have an in-depth understanding of Med Mal, specifically within healthcare and cosmetic insurance you will be fast tracked to interview! Required: Must have experience within a similar position, Medical Malpractice, Cosmetic of Healthcare estate insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits: Great commission, bonus scheme, pension, and holiday package, etc. Working within a fantastically driven team with an entrepreneurial team You will have the support of a fully functioning office to help manage the workload and the support of an...

• Compliance Officer

  Up to £40,000

  Boxtree are looking to appoint a compliance officer to join the compliance team within an established, professional, and busy insurance brokerage. The compliance officer will be supporting the head of compliance to ensure all teams within this insurance brokerage are in line with FCA regulations and legislations. Your key responsibilities will be; Supporting the group head of compliance, you will be responsible for developing and implementing a compliance monitoring plan that would be appropriate to all divisions within the insurance brokerage Maintaining data protection Keen eye for meticulous detail and confidence to challenge existing processes or procedures that are non-compliance and improve their quality and guidelines Strong communication abilities to support all levels of staff throughout the business and maintain strong, trusted relationships with staff Oversee TOBA management – guaranteeing third party lists are up to date Audits, administration and ensuring the assurance of the system Strong communication abilities to...

• Commercial Account Handler

  Up to £27,000

  Boxtree recruitment are recruiting for a well-established general insurance brokerage in Lancaster who are looking for a Commercial Account Handler. They are seeking a proactive candidate with strong communication skills and a desire to develop the candidate’s professional career within an evolving team. You will be working with SME/Mid-SME and full spectrum reporting into the director.   Responsibilities: Generating revenue and developing the profitability of the business Promote exceptional customer care standards Achieve targets for retention, new business and cross sales to other areas of the business   Required: Confident communicator written and oral Willing to challenge and desire to build and maintain client and insurer relationships Good working knowledge of; property owners, commercial combined, fleet, financial lines, package   Company Benefits: In house administration team to support you Fund your Cert CII training if you do not already possess the qualification Working with very dedicated account handlers that will...

• Commercial Insurance Account Handler

  Up to £27,000

  Boxtree recruitment are recruiting for a well-established general insurance brokerage in Nottingham who are looking for a Commercial Account Handler. They are seeking a proactive candidate with strong communication skills and a desire to develop the candidate’s professional career within an evolving team. You will be working with SME/Mid-SME and full spectrum reporting into the director.   Responsibilities: Generating revenue and developing the profitability of the business Promote exceptional customer care standards Achieve targets for retention, new business and cross sales to other areas of the business   Required: Confident communicator written and oral Thrives at the concept of a challenge and has a desire to build and maintain client and insurer relationships Good working knowledge of; property owners, commercial combined, fleet, financial lines and package   Company Benefits: Working alongside a very loyal and experienced team Very welcoming atmosphere and support is at the forefront of the way they...

• Internal Recruitment – Insurance

  £35,000 - £42,000

  Boxtree are working with a growing group of insurance advisory businesses. The group is experiencing significant successes in expansion as a result of refined and targeted acquisition and employment of exceptional individuals from the insurance industry, at every level. They benefit from a growing network of over 35 locations across London, the Midlands, the North, East Anglia and the South West, as well as Dublin. At a pivotal and exciting time, the business is looking to invest in its internal HR and recruitment endeavours and are now looking to appoint a diverse HR and recruitment professional, to work in unison with the Head of HR on their recruitment needs and plans. Delivering an exciting 3-year plan of HR and recruitment reform and implementation, you will be experienced in such endeavours and have a well-respected and impressive track record in the same. Experience & Professional Qualifications Minimum of 5 years proven...

• Internal Business Development Manager

  £45,000 + 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 Claims Manager

  £30,000 - £35,000 PA

    Urgently recruiting for a commercial claims manager for a reputable insurance broker in Newcastle, this role will be overseeing a claims handler and the claims service in the business to ensure all relationships and processes run smoothly.   This candidate MUST have experience managing commercial claims and managing insurer & client relationships.   Responsibilities: Management of 1 staff member in the business Handling commercial claims from FNOL through to settlement Streamlining and improvement of claims handling processes internally   Required: Commercial claims handling experience (Property, BI, PI, El, PL and Motor) Experience in management of entire internal claims process within a brokerage   Company Benefits: 25 days holiday (plus bank holidays) Pension scheme On-site parking 24/7 Employee Support 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 Account Handler x2

  Up to £30,000 PA

  Boxtree Recruitment are working with a well-respected insurance brokerage based in Westerham, who are currently recruiting for a Commercial Account Handler join their team, to handle a book of commercial insurance clients to consist of property insurance policies, liability insurance policies and commercial portfolio (motor fleet, legal expenses, commercial combined).   Responsibilities: Looking after existing clients within the commercial insurance team Ensuring quality open market, desk-based broking and underwriting relationships Retain clients within the commercial book, cross/up selling when necessary   Required: Experience of using the broking system, Acturis You have a good working knowledge of Commercial Insurance You are used to handling commercial insurance clients (desk-based broking) You would like to work for a business that is committed to your progression and development You can drive   Company Benefits: Exceptional company bonus and income structure Great holiday allowance Fun, professional and driven management and office environment Pension   The...

• 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...

• Complaint and Risk Officer

  £25,000

  My client is a professional organisation with a strong people-first culture. They are looking for a highly motivated individual with exceptional analytical and written communication skills to join their Risk & Compliance Team.   You will administer, investigate and resolve complaints from across the business, for customers in an accurate and timely manner, with adherence to policies and procedures.   You will endeavour to identify root causes and use expertise to give simple and effective feedback to colleagues and clients on issues identified in complaint handling support.   Additionally, the role sits within the Risk Team and there will be an element of projects within Risk to ensure risk issues/concerns within the organisation are being appropriately evaluated, investigated and resolved.   Responsibilities: Ensure all work completed is done so in accordance with applicable quality standards, policies and procedures whilst using judgement to identify and record root causes and resolve complaints...

• Broker Development Manager (Commercial)

  £35,000 - £50,000 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 role is an opportunity to WFH but will require monthly visits to the office for team meetings with senior management.   Responsibilities:   Underwriting new business, MTA’s and renewals Developing new and existing broker relationships (you will be given a portfolio) Working to targets (including 85% renewal target) Regular broker visits Monthly reporting   Required:   5 years’ experience underwriting for Commercial Combined, Property Owners, Retail, Liability, XS Liability, Contractors, Terrorism and Cargo/Transit Ability to develop existing and new broker relationships 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...

• 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...

• Marketing Manager

  £35,000

  My client is a professional, award winning and ambitious organisation with a strong people-first culture and they are looking for a Marketing Manager to join a friendly team of people that encourage development and personal growth. As a Marketing Manager you will be responsible for providing marketing strategy across the business which includes a focus on digital marketing, analysis and project management. The role will be extremely varied, and you will work on all elements of the client journey from both an online and offline perspective. It presents a fantastic opportunity for someone who is open to adapt and shape their own environment. We welcome someone who will generate their own ideas and will not be shy in coming forward to share them! Responsibilities: Manage website content creation for current and future pages ensuring that they are SEO optimised Manage workflows, template creation and contact list in Dotmailer Work with...

• 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...

• Commercial Account Handler

  Up to £30,000 PA

  Boxtree are working closely with a national insurance brokerage who are currently seeking an Account Handler to join their commercial team.   This is a fantastic opportunity to carve out a career within a well-respected insurance brokerage offering professional development within the insurance market.   If you are driven and determined to develop your existing knowledge, Boxtree 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 18 months experience within the insurance industry Cert CII qualification complete or the desire to complete Cert CII Knowledge/experience using Acturis is desired   Company Benefits: Development within the business Great commission, bonus scheme, pension, and holiday package, etc. Working within a fantastically driven team with an entrepreneurial flair You will have the support of a...

• Head of Underwriting, Bridging

  £80,000-£85,000

  Boxtree have been appointed to introduce a Head of Underwriting. This is rare opportunity to join an established, specialist lender in London as a Head of Underwriting. This is the first senior hire in the Underwriting team and in terms of progression, this role would replace the directors of the business who have typically been the top of the tree in terms of credit committee and technical referral point.  There are several things that make us very excited about this opportunity but the stand-out parts that we hope grab your attention are: – Performance has been enhanced during 2020 Progression into directorship in the future A well-priced and competitive proposition that is getting a lot of attention from brokers The highest standards of underwriting with a well performing loan book Duties: Managing a team of underwriters Recruitment and training of underwriters Working with the board to form strategy and direction...

• Portfolio Manager, Graduate

  £30,000

  Boxtree Recruitment have been engaged to source a Trainee Portfolio Manager on behalf of a Wealth Management practice in the City of London   Responsibilities: Conduct portfolio reviews Prepare accurate and helpful meeting packs in good time for meetings and attend where required Produce Portfolio Valuations and quality check them for accuracy Do all actions that are assigned, by the “to do date” Maintain sufficient liquidity in the portfolios, to meet the client’s needs Undertake the ad hoc administration on portfolios as requested Make a positive cultural contribution to company, colleagues and clients Maintain client files in line with company policy Use all company systems in line with laid down procedures Assist in the training and development of colleagues (in the future)   Required: A strong degree that is relevant to the role at trainee level or some experience in an IFA / Wealth Manager at an experienced level  ...

• Senior Account Executive – Professional Lines

  Negotiable

  Boxtree have been exclusively appointed to represent a global insurance brokerage that are looking to engage with a Senior Account Executive who specalise in professional lines clients, specifically and most ideally financial institution clients. Responsibilities: Assist the team in maintaining their well-respected presence in the professional risk insurance market in Scotland and specifically Edinburgh Retention and acquisition of professional risk business to include financial institutions maximising on a global, well-respected brand within the insurance broking industry Competency and experience as a leading voice in the professional risk market in Scotland Company Benefits: This company is one of the best insurance brokerages to work for in Scotland and across the UK being award winning in their employee culture and engagement for many years Great bonus scheme, commission, and annual rewards on operational and financial performance Full and attractive pension Has a full benefits package offered to employees including health, dental insurance...

• 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...

• Business Development Manager, Bridging

  £50,000 - £60,000 Basic + Commission

  Boxtree Recruitment have been engaged to source a Business Development Manager for a very exciting, growing and successful lender in London.  Our client has a competitively priced and attractive range of lending solutions including Commercial, BTL, Bridging and Development Finance.  Our client makes all lending decisions in house and they are institutionally and internally funded. 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 proven track...

• Independent Financial Partner

  Self-Employed

  Boxtree have been appointed to exclusively headhunt high calibre Financial Advisors on behalf of our award winning, truly independent client. We are searching for the absolute best talent and want to have discreet conversations with individuals with a transferable client bank.   This is an extremely beneficial partnership for Advisors who are operating in restrictive environments, capped commission structures and unattainable targets. If you have at least £10 million funds under management and feel you would benefit from a flexible and totally independent partnership, then I will want to hear from you.   Required: A minimum of £10 million transferable funds under management   Company Benefits: Fully self-defining role & target free Independent investment proposition Strong earning potential & profit share Equity share Admin, paraplanning & compliance Marketing & business development Leading technology   Please note that we expect a high response to this position if you have not had...

• Wholesale PI Broker (Lloyds/London Market)

  £25,000 PA + Bonus (OTE: £60,000 PA)

  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 a Trainee 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 experienced producing brokers with experience broking Canadian and US business.   The business is currently working from home but will be office based once COVID restrictions lift.   Responsibilities:   Manage a client portfolio of professional lines brokers/clients given to you Provide excellent client/broker care, both through client/broker contact Placing policies on cover in Lloyds   Required:   You must have either wholesale/retail PI experience Hunger/desire to develop...

• Senior Commercial Account Handler

  £35,000 - £40,000

  Boxtree are currently recruiting for a technical specialist account handler who holds an understanding of commercial risk advice for clients and can offer their services in order to retain a book of UK based commercial risk.   Working Hours 9am - 5.30pm Mon – Fri.   Responsibilities: Broking & Re-broking existing commercial business Supporting sales team with technical advice Renewal Presentations Compliant and regulated insurance documentation production Providing risk management & cover advice Negotiate terms on behalf of customers with underwriters Handle insurance premiums up to £250,000   Required: Insurance qualified or working towards Risk management expertise 3 years + experience in commercial insurance   Company Benefits:   Holiday 20 days (plus bank holidays) increasing by 1 day after every two years’ completed service DIS 5% auto-enrolment contribution Perkbox Training financial support and reward   Please note that we expect a high response to this position if you have not...

• Insurance Auditor

  £40,000

  Boxtree are recruiting for a global insurance brokerage that are looking to appoint an insurance auditor for their operations in the UK specifically in London.   This is an exciting role with the opportunity to progress into the senior team and globally if wanted.   Responsibilities: Organise, structure and execute risk-based file audits (electronic) of the operational process of the business Suggest recommendations to the business and the auditing team to assist in the improvement of communications throughout the business and the quality of operations undertaken Train junior members of staff or staff members that require direction and guidance following audits   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   Company Benefits:   This is an award willing global brokerage who have a reputation...

• Insurance Audit Manager

  £60,000

  Boxtree are recruiting for a global insurance brokerage that are looking to appoint a senior insurance auditor to join their extensive team within their offices in the heart of London.     This is an exciting role reporting into the Chief Operating Officer of Europe.   An exciting proposition, you will work with all European entities to ensure that they comply with the requirements demanded by the risk and control committee within group.     Responsibilities: Analyse and interpret results and findings within the operations of the business to quality and track trends and patterns. Confidently deliver observations and recommendations to senior operation management Strong presentation skills and ability to reflect audit results and document proposed changes to operational processes and procedures Be responsible for the management and mentoring of file auditors and reviewers within the business where issues are identified and rectified and direction is needed.   Required: A confident...

• 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...

• Compliance Officer

  Up to £50,000

  Boxtree are looking to appoint a compliance officer to join the compliance team within an established, professional, and busy insurance brokerage. Based in their London branch, the compliance officer will be supporting the head of compliance to ensure that all entities of the group are in line with FCA regulations and legislations. Your key responsibilities will be; Supporting the group head of compliance, you will be responsible for developing and implementing a compliance monitoring plan that would be appropriate to all divisions within the insurance brokerage Ensure all systems used are updated – BARs, AIMs and Atlas Implementing new and governed regimes – i.e. Brexit or SM&CR Keen eye for meticulous detail and confidence to challenge existing processes or procedures that are non-compliance and improve their quality and guidelines Strong communication abilities to support all levels of staff throughout the business and maintain strong, trusted relationships with staff Face to...

• 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...

• 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...

• 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...

• BTL Mortgage Underwriter

  £40,000 - £50,000

  Boxtree recruitment are recruiting for a Buy to Let Mortgage Underwriter for a well-established lender in the City of London.  Our client has huge backing from big banks and they 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, HNW BTL mortgage cases Ensure new lending proposals are underwritten in line with Lending Policy with any exceptions clearly documented and approved by relevant senior signatories Present clear and concise lending recommendations to senior signatories for proposals which require exceptions or fall outside parameters of mandate 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...

• Account Executive - Real Estate

  £80,000

  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. The role is completely candidate lead in terms of package, benefits and rewards to attract the adequate knowledge & expertise but rest assured, their budget is substantial. 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...

• Claims Executive - Real Estate

  £60,000

  Real Estate Claims Executives – Boxtree would like to hear from you! We have been appointed to assist a large sought after insurance brokerage in their search to appoint a claims executive with a strong understanding within the real estate sector. This claims executive will be servicing clients with all their claims needs and ensuring that close interaction is always implemented. Responsibilities: Building strong rapport with all clients and ensuring their claims needs are met Processing of claims in a timely manner Providing MI when required Identifying risk management initiatives, working alongside Support claims administrators as a point of referral Escalate claims to senior claims executives when required Offering advice on large, complex and major losses with clients Building relationships with insurers, lawyers and loss adjusters Required: Experience in a similar claims role of 2 years or more Solid real estate claims knowledge Company Benefits: Annual Well Person / Executive...

• Bridging Underwriter

  £45,000 - £55,000

  Boxtree Recruitment have been engaged to source a Bridging Underwriter on behalf of a growing Lender who are headed up by industry leaders. Reporting to the Head of Underwriting, you will be responsible for nurturing one of the best performing loan books in the country. Responsibilities:   Ensure new lending proposals are underwritten in line with Lending Policy with any exceptions clearly documented and approved by relevant senior signatories Present clear and concise lending recommendations to senior signatories for proposals which require exceptions or fall outside parameters of mandate Present Credit Papers to Credit Committee for high value transactions 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:   Minimum two years...

• Business Development Manager

  £80,000 - £100,000

  My client is a professional and ambitious organisation with a strong people-first culture, and they are looking for an experienced Business Development Manager to join their team in the South East. They are a business that can pride themselves on a very good market reputation and you will be surrounded by some of the industries finest credit professionals. As a BDM you will plan and maintain a strategic diary of appointments to develop credible and trust-based relationships with an introducer base and actively seek and grow new sources of business from inbound enquiry and existing contacts.   Your credit skills are as important as your sales skills and knowledge of how to structure a deal is essential.   Required:   Bridging & Property BDM background preferred however will consider other BDM backgrounds within the financial services sector such as Buy to Let and Commercial.   Company Benefits   A market...

• Insurance Account Handler

  £35,000 - £40,000

  An exciting opportunity has arisen to work for a well-established and respected insurance group as an Account Handler specialising in Motor Fleet and Haulage. You will need to be Cert CII or working towards it and have a good level of technical insurance skills. Responsibilities: Providing high-level profession advice to clients. Administration of clients’ insurance requirements on a daily basis including general enquiries, renewals, MTA’s, obtaining quotations, invoicing premiums and closing sales. Liaising effectively with the Account Executive to ensure an appropriate strategy for renewal. Obtaining renewal terms and presenting them to clients. Producing and issuing renewal documents in with contract certainty. Required: Must have at least 5 years’ experience in motor fleet and haulage. Must be qualified to a minimum of Cert CII or working towards it. Have a good level of technical insurance skills. Ability to process work quickly, efficiently and meet all deadlines. Company Benefits: Company pension...

• Completions Case Manager - BTL

  £35,000

  Boxtree have the pleasure of representing a market leading BTL lender in London. Our client has kept fairly under the radar, but now they have one of the best performing books in the country, they are ready to shout about it! If you have good working knowledge of the completions process and backed by solid BTL product knowledge, then I want to hear from you. Responsibilities: Take responsibility for processing applications from offer to completion. Work closely with Solicitors, Brokers and Underwriters. Checking legal documentation and perform Quality Control checks.   Required: Minimum of one year Completions experience within a Lender. Solid working knowledge of the end-end mortgage process Must have a good understanding of BTL and complex cases. Proven experience of managing large caseloads.   Company Benefits: Discretionary bonus Pension scheme Private healthcare scheme + other benefits   Please note that we expect a high response to this position...

• 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...

• Commercial Claims Handler

  £28,000 - £38,000

  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 property & casualty 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 claims insurance experience Understanding and experience handling property & casualty claims Cert CII qualified or working towards would be desirable Experience with direct clients/ working on behalf of a broker/claim’s...

• 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...

• Employee Benefits Marketing Executive

  £40,000

  Boxtree have been exclusively appointed to support a global insurance broker in London looking to expand their employee benefits team with the appointment of a marketing executive.   The successful individual will have a proven background within marketing and specifically employee benefits (internally or externally).   Having appointed some of the finest employee benefit clients the UK has to offer, you will be responsible for assisting commercial insurance clients with the composition and distribution of their own employee benefits communications providing significant value-add to the Employee Benefit Account Executives.   Responsibilities: Responsible for the innovation, creation, and design of employee benefits communications for this insurance brokers clients which are large commercial and corporate clients across the UK Supporting the Account Executives within the brokerage with any new business presentations and examples of marketing for clients   Required: Experiencing of marketing within Employee Benefits (Internally or externally) for large commercial or...

• 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...

• Commercial Lending Consultant

  £25,000 OTE £60,000

  Boxtree are seeking a Commercial Lending 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 Commercial Lending 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 internal timeframes...

• 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 Account Executive

  £50,000

  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 next...

• Senior Commercial Account Handler

  £42,000

  Are you a confident Commercial Insurance Account Handler with experience in commercial package, property owners, liabilities, motor and more? If the answer is yes, we would like to introduce you to a well-established and respected insurance group. You will mainly be responsible for the retention of existing clients, working alongside account executives within the team bringing in new clients. Please apply if the following applies to you: You have a good working knowledge of Commercial Insurance product classes You are proactive and possess a “can do attitude” You can work in a high pressure, quick working environment You would like to work for a business that is committed to your progression and development You have at least 5 years’ experience working within a brokerage Company Benefits: 8 weeks’ worth of training to build up your knowledge, confidence, and experience within rail insurance Fun, professional, and driven management and environment Pension...

• Commercial Account Executive

  £45,000 + Bonus

  If you are an experienced Account Executive qualified in providing excellent Account Management within the commercial sector, then Boxtree would like to hear from you!! We are seeking a driven and ambitious Account Executive to join our clients experienced and respected team. The ideal candidate will be well versed in building long lasting and profitable relationships, maintaining an existing book of business and display an appetite for growing their own pipeline.  Responsibilities: Maintaining a mixed commercial portfolio, including manufacturing, construction, tech and wholesale 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...

• Mortgage Paraplanner

  £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   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 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...

• Senior Corporate Account Handler

  £50,000

  Boxtree are currently recruiting for a well experienced Corporate Account Handler to join a fantastic insurance brokerage. The ideal individual will have a background dealing with corporate products, with a drive an ambition to develop their knowledge and grow within the team.   The business is aiming to expand their book of clients, focusing on construction, manufacturing, and fleet. This is also an opportunity to work alongside senior colleagues to gain more knowledge and confidence on these products.   Responsibilities: MTA’s and renewals Potential opportunity to work with new clients Have excellent relationship management skills to keep client retention Deal with premiums starting at £50,000 GWP with no limits – average size is £500,000 GWP   Required: Insurance qualification or desire to gain At least 5 years’ experience handling corporate products   Company Benefits: Progression opportunity to develop on different sectors that the business is focusing on growing Death in...

• Senior Insurance Account Executive - Professional Lines

  Candidate Led

  Boxtree have been exclusively appointed to represent a global insurance brokerage that are looking to engage with a Senior Account Executive who specialise in professional lines clients, specifically Accountants and financial institutions.   Responsibilities: You will be responsible for the immediate or future management of the professional indemnity Account Executive team (something you can progress into if you wish) Responsible for the relationship management of one of the largest affinity relationships within the market Competency and experience as a leading voice in the professional risk market throughout the UK   Company Benefits: This company is one of the best brokerages to work for in the United Kingdom Great bonus scheme, commission, and annual rewards on operational and financial performance Full and attractive pension   Has a full benefit package offered to employees including health, dental insurance and more! Wonderful holiday entitlement Fabulous, professional, and fun team Amazing holiday package, etc....

• 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...

• Junior Commercial Account Handler

  up to £25,000

  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 natural abilities and turn you into a true commercial insurance professional. You will have exposure to a wide range of products and will be handling renewals for SME Commercial clients.   Responsibilities:   Supporting senior brokers/account handlers Preparing insurer risk presentations Dealing with SME commercial clients, renewal, and retention Ensuring relevant documentation is correct Maintain compliance (FCA, TCF, GDPR)   Required:   A year of commercial insurance background Experience using Acturis would be desirable   Company Benefits:   PerksatWork Access Access PMI, DIS after probation...

• Commercial Account Handler

  up to £35,000

  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 If you are looking to develop your insurance career within commercial lines, we want to hear from you! Please note that we expect a high response to this position if you have not had...

• Commercial Insurance Account Executive

  £50,000

  If you LOVE eccentricity, innovation and put client care at the top of your list as an insurance broker then apply for this position today.   Boxtree are recruiting for a new business focused relationship manager who can onboard new quality clients with a view to creating long term local and national client relationships.   Please note working hours for this role are 8am – 5pm, with the first hour consisting of a compulsory team meeting.   Responsibilities:   Developing a quality new business pipeline and converting into new business Working with the team of 12 to ensure all existing clients to the business are serviced to the highest standard Increasing the companies’ network Working as a team is imperative in this role Attending team meetings to support colleagues and gain insight from other professionals   Required:   Min. 5 years’ experience in commercial insurance broking A track record in...

• 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:...

• Employee Benefit Client Director

  £60,000

  Boxtree Recruitment have been retained to assist a prestigious, sought-after global insurance broker to assist in the appointment of a Client Director to drive growth and identify new business opportunities within the Employee Benefits team. The purpose of the role is to work alongside the Corporate Employee Benefits team and build new and retain existing profitable business. You will be used to self-generating new business, provide excellent client service, and retain existing clients with first-class advice, through effective and competent activities within ethical, legal and compliance guidelines. The primary aim of this role is to develop the corporate client base. Responsibilities/Required: Identifying and establishing contact with new potential clients Attending client meeting Gathering/analysing the information needed to provide financial advice Reviewing clients' circumstances and take appropriate action Making appropriate recommendations in line with regulatory guidance Company Benefits 4 x annual salary life cover Permanent health insurance BUPA Cover Group personal...

Team Boxtree

• 

  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!

• 

  Isabel Walsh

  Trainee Consultant

  ​Specialisms: Insurance RecruitmentHungry for success, Isabel is part of the insurance consultant team here at Boxtree. She is currently completing her training with Toni Dines, so will soon be ready to take over the world. Outside of work, you can find Isabel either at the shopping centre, or posting her latest finds on the 'gram!

• 

  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.

• 

  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!

• 

  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.

• 

  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.

• 

  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”.

• 

  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.

• 

  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.

• 

  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!

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