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  • 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...
  • Motor Claims Handler

    £28,000

    Boxtree Recruitment are currently working closely with a well-respected insurance brokerage based in Liverpool, who are seeking an experienced Claims Handler to join their business and deal with their specialist HNW/UHNW Motor clients. Responsibilities: · Negotiate settlement of credit hire, repair and other uninsured losses · Review payment packs identifying areas of leakage, whilst coordinating with management to improve processes where appropriate · Review, rebut and negotiate where rates evidence is received, maximising recoveries · Ensure that matters are litigated correctly and in a timely manner ensuring the cost effective measures are used to secure settlement · Liaise with suppliers, customers and third-party insurers ensuring proactive management of claims · Demonstrate excellent organisational skills, accuracy and attention to detail · Able to handle all queries in a professional manner   Required: Previous experience in a Claims Handler role working for a Broker or Insurer Knowledge of RTA case law Understanding...
  • Insurance Administrator

    Up to £22,000

    Boxtree Recruitment have been specifically retained to resource a driven and confident Insurance Administrator to join a well-established, progressive team within a nationwide brokerage. 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 problems...
  • Residential and BTL Specialist

    £25,000 OTE £60,000

    The role: Boxtree are seeking a Residential and BTL 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 residential and BTL mortgages 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...
  • 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...
  • Marketing Assistant

    £18,000 - £25,000

    On behalf of an established but growing and ambitious business we are looking to find a creative, diligent, and organised Marketing Assistant.  Whilst supporting a Marketing Manager, we are looking for someone that would excel in the following:   Responsibilities: Supporting the broader marketing team with creative content and campaigns Take ownership of email and social media marketing Assist in the on-boarding of new introducers Excellent copywriting and an eye for design Analysis and reporting of all campaigns Some event and conference attendance Required:   We are happy to talk to a range of candidates that believe they have what it takes to be successful in this role, hence the wide salary range A strong and ambitious personality with a great desire to progress Excellent organisational skills A strong eye for detail   Company Benefits:   25 Days holiday per year plus bank holiday plus birthday and company pension scheme...
  • Energy Technician

    £40,000

    Boxtree have been retained to assist a large sought after Insurance Brokerage in their search to appoint an Insurance Technician with a strong understanding within the energy sector.  This technician will be supporting the Brokers and Account Handlers in the overall servicing of clients and underwriters within the London Market. Responsibilities: Processing invoices with the aid of Brokasure Resolving accounts queries in a timely manner Ensuring all submissions of market documentation are inputted via IMR Updating all processing systems for KPI purposes Clearing Bureau Funds Maintaining contact and relationships with underwriters and insurers regarding premium payments Credit control Required: Experience in a support role in the London insurance market Systems experience with; Brokasure Enterprise Solid understanding of Global Tax liabilities and Tax Schedules Company Benefits: Annual Well Person / Executive Health Screen for the over 45s Long Service Awards Study Assistance (where appropriate) Financial Awards for obtaining qualifications Childcare Vouchers...
  • 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...
  • Senior Collections Manager

    £75,000

    Boxtree Recruitment have been engaged to source a Senior Manager within a Collections Team for an entrepreneurial bank that keep their customers at the heart of everything that they do.   The Role:   The Senior Manager Servicing and Collections will be to manage, lead and co-ordinate resources within Servicing and Collections business area Supporting and acting as deputy to the Head of Servicing and Collections The role holder will be to ensure that established mortgage customers are provided with a first-class service and are appropriately supported and managed if they experience financial difficultly during the lifetime of their loan The Senior Manager Servicing and Collections will lead and create an environment that encourages maximum operational and financial efficiency They will be highly organised and structured and possess a leadership style that creates team focus, energy, commitment and engagement The role holder will be an experienced people manager and experienced...
  • Mortgage Broker

    £25,000

    Boxtree Recruitment have been engaged to source a Mortgage Broker on behalf of a growing Residential Brokerage in Kent. The ideal candidate will be CeMAP qualified (CAS preferred) and hold a full driving licence. If you are looking for more independence and an opportunity to grow with an appealing commission structure and steady flow of leads, them this is the business for you! Responsibilities: Interview clients to understand their needs Source mortgage products Track potential clients Self-generate new clients Adhere to company standards/processes Follow strict compliance regulations Required: CeMAP Qualified Ideally held CAS previously Full UK Driving Licence (Access to own car)   Company Benefits: Full admin support 10% commission (no threshold) Steady stream of leads provided   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...
  • Diploma Qualified Paraplanner

    £40,000 - £60,000

    Boxtree Recruitment have been engaged to source a Diploma Qualified Paraplanner for one of SJP's largest and most successful businesses. Working beside one of their most Senior Partners, you will be a welcomed addition to a growing team of 3. Responsibilities: Collate client information and prepare recommendations as well as illustrations and reports. Manage work to completion. Schedule annual review meetings. Research of internal and external products. Deliver technical training when required.   Required: Good understanding of all advice, particularly DB Pensions and inheritance tax planning. Level 4 (or above) qualified. Administration of IHT, pension and investment products.   Company Benefits: £40-60k starting salary (based on experience) Up to 20% performance bonus Pension scheme 22 days annual leave Working hours Monday to Friday 08.30-17.30 however they will consider remote working candidates.   Please note that we expect a high response to this position if you have not had a response...
  • 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...
  • Property Underwriter

    £30,000

    Boxtree are currently working with an established underwriter based in Basildon who are recruiting for a non-standard property underwriter to join their team.   If you are an experienced underwriter in property risk, who is looking to be a part of an established and forward-thinking team, then Boxtree would like to hear from you.   Responsibilities:   Responsible for underwriting new or existing business, profitably Maintain and develop business relationships with the panel of insurance brokers Produce timely and accurate documentation in accordance with all underwriting Contributing to business growth through ensuring all clients receive the best class of customer service Remain up to date on industry developments and have an exceptional grasp on the current market dynamics   Required:   Experience underwriting non-standard property risk 2 years underwriting experience It is desriable but not essential to have insurance qualifications: CertCII / DipCII or ACII   Company Benefits:   Hours...
  • Commercial Insurance Account Executive

    + Car Allowance + Commission

    Boxtree are currently representing an independent brokerage in their search for a hungry development professional with strong commercial product knowledge. Responsible for the development and execution of new business prospects and pipeline generation, you will have the opportunity to innovate new ways of generating business as well as the opportunity to service a small renewal book. 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 Look after a small amount of existing renewals   Required:   Must have experience within retail broking and commercial insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits:   25 days holiday Pension scheme, matched payments up to 6%...
  • Mortgage Case Manager

    £21500

    My client is a professional organisation with a strong people-first culture, and they are looking for a Mortgage Case Manager with financial services experience to join a friendly team of people that encourage development and personal growth Responsibilities:   Build and maintain effective relationships with all new and existing clients. Act as the first ‘port of call’ with any queries on all mortgage applications from pre offer stage to offer. Ensuring accurate and appropriate responses to telephone calls/enquiries and any other correspondence from Mortgage brokers. Liaise with Mortgage Brokers, appraising them of the progress of specific mortgage cases and seeking to resolve any queries that arise. Liaise with the Line Manager, escalating any specific problems for discussion and resolution. Liaise with the underwriting team, ensuring that application requirements and conditions are complied with and updated.     Required:   The ideal candidate will be proactive, efficient, with strong inter-personal skills...
  • Diploma Qualified Paraplanner

    £40,000 - £60,000

    Boxtree Recruitment have been engaged to source a Diploma Qualified Paraplanner for one of SJP's largest and most successful businesses. Working on behalf of one of their most successful Senior Partners who is a Pension expert with £65Million under management. Responsibilities: Collate client information and prepare recommendations as well as illustrations and reports. Manage work to completion. Schedule annual review meetings. Research of internal and external products. Deliver technical training when required.   Required: Good understanding of all advice, particularly DB Pensions and inheritance tax planning. Level 4 (or above) qualified. Administration of IHT, pension and investment products.   Company Benefits: £40-60k starting salary (based on experience) Up to 20% performance bonus Pension scheme 22 days annual leave Working hours Monday to Friday 08.30-17.30 however they will consider remote working candidates.   Please note that we expect a high response to this position if you have not had a response...
  • Compliance Officer

    £35,000 - £40,000

    My client is a professional organisation with a strong people-first culture and they are looking for a Compliance Officer  with financial services experience to join a friendly team of people that encourage development and personal growth Responsibilities: Conduct independent internal audits of client applications to ensure that compliance within the organisation is being appropriately adhered to and any issues are investigated and resolved.   Undertake due diligence on suppliers and undertake reviews to ensure suppliers are performing to standards.   The role holder will develop, maintain, and revise policies and procedures for the general operation of Compliance, fraud prevention and its related activities to prevent illegal, unethical, or improper conduct.   Works with other departments (e. g. Sales and Case management) to identify potential areas of compliance vulnerability, fraud and risk; develops/implements measures and implements preventative measures and corrective action plans for the resolution of problematic issues, whilst providing general...
  • Commercial New Business Broker / Account Handler

    £24,000 - £26,000

    Boxtree are currently working with an established brokerage in Neston who are looking to appoint a commercial account handler to obtain new business and service business & hospitality clients through to renewal.   Responsibilities;   Obtain and quote for new business opportunities with new clients Working in line with team targets Client relationship management of existing clients to ensure renewal Providing advice on Combined, Property Owners, Liabilities and Motor Trade policies Assist Manager to prepare monthly and annual sales forecasts, targets, plans and budgets Assist your Team Manager in monitoring KPI’s Assist Team Manager in ensuring performance is managed to offer top client service Develop and sustain good relationships with Insurers and any other strategic partnerships   Required;   Min 2 years commercial broking experience A strong understanding of regulations including FCA, GDPR and TCF An autonomous worker It is desirable, but not essential for you to have experience using...
  • 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...
  • Mortgage Administrator

    £19,000 - £22,000

    Boxtree Recruitment have been engaged to source an experience Mortgage Administrator for a very exciting, growing and successful whole of market broker in Essex.  Our client has a competitively priced and attractive proposition for an experienced Mortgage Administrator who is seeking a local and flexible opportunity. Responsibilities: Remain compliant in line with FCA Regulations Advisor diary management Keying, packaging and submitting mortgage applications Liaising with lenders, solicitors, estate agents and surveyors to progress client cases Maintain excellent customer service Provide reports, information and documentation within agreed SLA’s   Required: Previous experience working within a whole of market broker Experience keying, packaging and submitting mortgage applications CeMAP advantageous (not essential)   Company Benefits: Customer Feedback bonus scheme up to £150 per quarter 2 days work from home per week     Please note that we expect a high response to this position if you have not had a response within the...
  • 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...
  • Construction Insurance Broker

    £30,000

    An exciting opportunity has arisen to work for an independent insurance broker as a specialist construction broker to work alongside a lead generator to close and support new key clients.   The brokerage specalise in commercial insurance and construction insurance.   The Opportunity Ability to handle, maintain, develop, and retain existing clients for commercial & construction clients (Commercial Combined, PI, Office, Liabilities and D&O etc.) Broking construction risk open-market Working within the FCA guidelines and ensuring compliance in all workload Obtain the clients renewal for their insurance Generate new business where possible Closing new business from generated leads given to you Company Benefits: Recently moved to new offices with a strong existing team of 10 which has grown significantly over the last 2 years, with mixed ages The company have a hard working but relaxed environment Extended time off over Christmas with no impact to 20 days holiday given Please...
  • 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 Administrator

    £30,000

    Boxtree recruitment are recruiting for a Mortgage Administrator to join a well-established brokerage in London who are expanding. This is an exciting role for an experienced Administrator to process a busy pipeline of cases.   Responsibilities: · Processing mortgages for a large variety of lenders across the whole of the market · Keep on top of a busy pipeline of cases, liaising with various 3rd parties to do so, including valuers, solicitors and lenders. · Maintaining existing relationships both internally and externally   Required: · Experience of processing mortgages from application through to completion · Experience of working for a broker and therefore having knowledge of a variety of different lenders   Benefits: · Great working environment with a salary of up to £30,000 depending on experience · Opportunity to work for a well-established, highly reputable, and stable business   Please note that we expect a high response to this...
  • 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.
  • Insurance Sales Executive

    Up to £25,000

    Boxtree are working with an established and driven insurance broker looking to appoint an insurance sales executive. The candidate will work from warm leads which may include lapsed cases, NTU’s and lost clients and make high levels of outbound telephone calls to prospective clients. This is a brilliant opportunity for someone who would like to be part of an established independent insurance brokers. The successful candidate will be part of their fun, committed and driven construction insurance team.   Responsibilities: Qualifying leads through telephone calls to clients Appointment setting Gathering renewal information from businesses for their insurance   Required: Telesales experience (ideally within financial services/insurance) It is desirable for you to have used the CRM system “Goldmine” It is desirable for you to understand the insurance industry   Company Benefits: Bonus structure available for sales executives Recently moved to new offices with a strong existing team of 10 which has...
  • Mortgage Broker

    Self-Employed

    Boxtree Recruitment have been engaged to source a Mortgage Broker on behalf of our client who are part of the PRIMIS network. My client is totally flexible and will grant you the opportunity to ‘do your own thing’ while benefiting from a steady stream of mortgage leads. Responsibilities: Match customers with the best mortgage for their needs Ensure the process is straightforward and as stress-free as possible Build and maintain relationships with clients Sourcing products from a panel of lenders Required: CeMAP is essential Expert knowledge of advising and sourcing residential and BTL mortgages   Company Benefits: Offering brokers a home Flexibility to trade under your own name A small but steady stream of leads provided Support, help and guidance Be part of a supportive group 85% commission   Please note that we expect a high response to this position if you have not had a response within the next...
  • Mortgage Broker

    Self Employed

    Boxtree Recruitment have been engaged to source an experienced and high net worth Mortgage Broker who currently have a client bank. My client is very prestigious in the market and can support with quality introductions. Responsibilities: Match customers with the best mortgage for their needs Ensure the process is straightforward and as stress-free as possible Build and maintain relationships with clients Sourcing products from a panel of lenders Required: Must have own client bank Ideally able to write protection business CeMAP is essential Expert knowledge of advising and sourcing on behalf of HNW clients   Company Benefits: Full administrative support provided Quality introductions Healthy commission structure   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...
  • Claims Executive - Construction

    £60,000

    Construction 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 Construction 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 construction claims role Construction claims knowledge of CAR, DSU, EL and TPL London market experience – ECF desirable but not essential...
  • 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...
  • Systems Administrator

    £40,000 - £50,000

    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 applications...
  • Property and Casualty Insurance Technician

    Up to £65,000

    Boxtree have been retained to assist a large sought after Insurance Brokerage in their search to appoint an Insurance Technician with a strong understanding within the Property and Casualty sector.  This technician will be supporting the Brokers and Account Handlers in the overall servicing of clients and underwriters within the London Market. Responsibilities: Processing invoices with the aid of Brokasure Resolving accounts queries in a timely manner Ensuring all submissions of market documentation are inputted via IMR Updating all processing systems for KPI purposes Clearing Bureau Funds Maintaining contact and relationships with underwriters and insurers regarding premium payments Credit control Required: Experience in a support role in the London insurance market Systems experience with; Brokasure Enterprise Solid understanding of Global Tax liabilities and Tax Schedules Company Benefits: Annual Well Person / Executive Health Screen for the over 45s Long Service Awards Study Assistance (where appropriate) Financial Awards for obtaining qualifications...
  • 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...
  • Broker Support

    £55,000

    Do you want to be part of a growing, global brokerage with an entrepreneurial approach? If yes, we are seeking an experienced London market technician who will be well versed within the Property and Casualty market and preparing and producing slips and endorsements for the retail team. This technician will be supporting the placing Property and Casualty team with all client documentation to ensure a quality service is met. Responsibilities: Producing and processing slips and endorsements Responsible for adjustments made Maintaining contact and relationships with underwriters Accounting and client invoicing – carrying out cash collection Required: Experience in a support role in the London insurance market Systems experience with; Brokasure Solid understanding of PPL process Knowledge of preparing tax schedules (globally) Company Benefits: Annual Well Person / Executive Health Screen for the over 45s Long Service Awards Study Assistance (where appropriate) Financial Awards for obtaining qualifications Childcare Vouchers Group personal...
  • Insurance Accounts Manager

    £50,000 - £60,000

    Boxtree Recruitment have been exclusively appointed by a well-respected and thriving Lloyd’s London brokerage that are looking to appoint an Accounts Manager to manage and maintain their complete, internal, and external accounts function.   Responsibilities:   Management of accounts and handle US bank accounts (supporting offices in the US) Management of Xchanging Accounts and managing International Accounts Setting up foreign bank accounts in the US 1,000-2,000 transactions per month with Xchanging Experience Must have dealt with US market and conversion Rates   Required:   Xchanging Experience Minimum of 5 years’ experience within a London Market broker Must have experience in the US Market and dealing with US bank accounts Experience in a managerial position (advantageous) Must have exposure to conversion rates and Xchanging Work remotely (due to Covid)   Company Benefits:   Negotiable company pension Private Healthcare (Standard personal injury insurance and critical illness cover protection) Flexible holiday and exciting...
  • New Business Care Insurance Account Executive

    Up to £40,000

    Are you a hard hitting, new business focused Account Executive with a specialist knowledge of care insurance?   If so, we would like to speak to you. Boxtree are exclusively offering the opportunity to work within a well-respected, national insurance brokerage who have recently opened a care team in one of their Kent branches.   Responsibilities:   Support the new and growing care team Work closely with other account executives and account handlers within the team Develop strong relationships with new and existing clients Self-generate and strategize for new business growth within the team Closing new business from leads generated for you   Required:   Experience and confidence broking insurance within the care sector Have a strong proven track record in new business generation as well as client servicing Acturis experience is required Cert CII qualified or working towards is required Hungry attitude for work   Company Benefits: Strong bonus...
  • 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...
  • Commercial Account Executive

    From £40,000

    Recruiting for an experienced Account Executive to join a small team of commercial insurance professionals to support high level partners and management with their client services.   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.   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 You may be given the opportunity to travel into and work from the London office once a week 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 commercial insurance   Company Benefits:   This is an opportunity to be part of a fresh and energetic...
  • 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...
  • Senior Digital Designer

    £40,000

    Boxtree have been appointed to support a well-respected insurance group in finding a Senior Digital Designer to join their established marketing team. This is an exciting time to join a growing, fun, and innovative team. As a business they encourage and implore creativity and welcome an ‘out of the box’ concept approach. If you are creative, original and conceptual I would like to hear from you! Responsibilities: Must have experience in digital design, including UI for web and UX Experience in large scale rebranding projects A proven record in designing for cross channel and social media purposes Confident in presenting creative concepts to management Video editing skills is advantageous but not essential Required: Must have experience in design software including Adobe, Sketch, Figma prototyping software, Adobe Creative Suite and Adobe XD 2 years or more experience working within a similar role A degree in design or related degrees A supporting...
  • BTL Mortgage Underwriter

    £45,000

    Boxtree recruitment are recruiting for a BTL Mortgage Underwriter for a well-established lender in Maidstone   Key facts: Institutionally and internally funded Solid introducers True progression path   Responsibilities: Build and maintain relationships with brokers and in turn underwrite BTL mortgage cases   Required: Previous mandate holder within secured lending   Company Benefits: Great bonus scheme, pension, competitive holiday, DIS and healthcare     Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use...
  • Senior Mortgage Underwriter

    £50,000 - £55,000

    Boxtree recruitment are recruiting for Senior Mortgage Underwriter for a well-established lender in West Malling. Key facts: Institutionally and internally funded Solid introducers True progression path   Responsibilities: Build and maintain relationships with brokers and in turn underwrite mortgage cases Become a technical referral point for underwriters and provide training where skills gaps are identified Required: Previous mandate holder of >£250k within  secured lending Company Benefits: Great bonus scheme, pension, competitive holiday, DIS and healthcare     Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by...
  • 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...
  • Account Executive

    up to £45,000

    Boxtree are currently working with an established brokerage who are looking for a talented Commercial New Business Insurance Broker with a specialist background in commercial in the UK. The successful candidate will be working within their fun, committed, and driven commercial insurance team. The ideal candidate will be comfortable on the phone and will be keen to carve out a career that will enable them to make their mark within their business. Role Responsibility; Hitting an organic growth target Placing business within the Lloyds and the London market Handling enquiries from clients and understanding their needs Utilising existing relationships in the market to place business New business generation, from referrals and networking as well as cold calling Liaising with insurers and underwriters and providing them with the information to assess the risk Required Skills; Minimum of 3 years insurance broking experience in commercial insurance A passion for insurance and the...
  • Commercial Account Executive

    up to £45,000

    If you are an experienced Account Executive qualified in Account Management and generating New Business within the commercial sector, especially within the property market, then Boxtree would like to hear from you!! We are seeking a driven and ambitious Account Executive to join our clients experienced and respected team. The ideal candidate will be comfortable on the phone and will be keen to carve out a career that will enable them to make their mark within their business. Responsibilities: Maintaining a mixed commercial portfolio to include property 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 (property will be advantageous 5 years or more experience working within a similar role Cert CII or higher insurance qualifications (desirable) Company...
  • Corporate Account Handler

    up to £35,000

    Boxtree are currently recruiting for a well-respected national insurance brokerage in their Colchester office for a corporate account handler to look after their existing clients that consists of wheel based products including motor trade, motor fleet, haulage, marine cargo, freight and also general commercial.   Responsibilities:   Handling the existing commercial insurance clients General broker administration Handling renewals and MTAs Deal with premiums up to £1,000,000 GWP confidently Handle all queries both over telephone or email   Required:   At least 2 years’ experience within commercial/corporate insurance business Cert CII qualification is not essential but is desired Acturis experience is essential   Company Benefits:   Progression always available within the business Pension scheme Fun, professional and driven management and 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...
  • Broker Support Technician

    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 London market technician who will fit their company environment. Which breeds ambitious brokers who are allowed their freedom, expression, and creativity professionally to add value to the market.   This technician will be supporting financial lines brokers who are focused on UK & International policies including medical malpractice as well as some general casualty.   Responsibilities:   Producing and processing slips and endorsements Responsible for adjustments made Maintaining contact and relationships with underwriters   Required:   Experience in a support role in the London insurance market Systems experience with; Global XP/ Total Objects It is desirable but not essential for you to have experience using Xchanging and Crystal  ...
  • Accident & Health Broker

    £45,000 - £70,000

    Boxtree are currently partnered with an exceptional global independent broker who has access to both the Lloyds and composite markets to find producing brokers who have specialist understanding of the composite A&H market.   This brokerage has an excellent market reputation and can offer opportunities to enhance your career drastically as well as be a part of a constantly innovative team who work as a team to develop new schemes for their broker contacts.   Responsibilities:   Liaising with broker contacts to develop new income streams Acting as “distribution and capacity providers” in the market Maintaining strong relationships with composite market insurers to place business   Required:   3-10 years’ experience in the corporate A&H market Experience in wholesale broking Strong understanding of the composite insurer market   Company Benefits:   Strong company ethics: Fairness & Equality Being part of a company who hold brilliance, innovation, enrichment and boldness as...
  • Senior Bridging Loan Underwriter

    £55,000 - £60,000

    We are recruiting for a Senior Bridging Loan Underwriter who wants to join a successful business who have already made a huge impact in the bridging loans sector.  With solid institutional funding lines, the appetite to grow and   Responsibilities: You will be responsible for assessing and underwriting bridging loan applications in line with prevailing lending policy, having the confidence to decline and communicate negative outcomes to brokers and borrowers when required · Underwriting complex regulated and unregulated bridging loan applications within company lending criteria. · Accurately assess the risk attributed to the application · Assess credit reports, documentation relating to verification of employment or self-employment and valuation reports.   Required: Minimum 5 years recent underwriting experience Knowledge of underwriting regulated and unregulated bridging loans A background of dealing with borrowers/brokers would also be an advantage Excellent computer literacy and ability to communicate verbally and in writing   Company Benefits...
  • Account Executive

    £45,000 to £55,000 + uncapped bonus

    Boxtree Recruitment have been appointed to resource for a career hungry Account Executive with strong commercial product knowledge and clear new business capabilities. This fantastic opportunity is to join an established, progressive, and nationwide brokerage 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. 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: Must have experience within retail broking and commercial/corporate insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits: Share ownership on joining for the right individuals Great commission, bonus scheme,...
  • Account Executive

    £45,000 to £55,000 + uncapped bonus

    Boxtree Recruitment have been appointed to resource for a career hungry Account Executive with strong commercial product knowledge and clear new business capabilities. This fantastic opportunity is to join an established, progressive, and nationwide brokerage 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. 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: Must have experience within retail broking and commercial/corporate insurance A recent and sustained new business track record Cert CII or DIP CII is advantageous   Company Benefits: Share ownership on joining for the right individuals Great commission, bonus scheme,...
  • Commercial Producing Insurance Broker

    £35,000 - £100,000 + Bonus

    An exciting opportunity has arisen to work for a highly respected, national insurance broker as a producing broker within an impressive commercial/specialist PI 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 £250,000 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   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 require a proven track record) Company Benefits Private Medical Insurance (employee only but can...
  • Commercial Account Handler

    up to £40,000

    Boxtree are currently representing a well-respected brokerage in their search for an Account Handler with strong commercial and property (preferable) product knowledge. If you have a strong commercial property understanding and have had previous experience operating in house binders, then I want to hear from you! 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 Attend insurer meetings Support Account Executives in onboarding new business via networking, product development and other innovative mediums Maintaining a portfolio with risks of up to £100,000 premium Adhering to timeframes in preparation for renewals to ensure completion and the retention of clients Required: Must have 2 years’ experience within commercial property insurance A recent and sustained account management track record It is advantageous to...
  • Residential and BTL Specialist

    £25,000 OTE £60,000

    The role: Boxtree are seeking a Residential and BTL 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 residential and BTL mortgages 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...
  • Mortgage Advisor

    £25,000 + commission

    Boxtree Recruitment have been engaged to source an experienced Mortgage Broker to work on behalf of an established firm within a busy Estate Agency. Responsibilities: · Match customers with the best mortgage for their needs · Ensure the process is straightforward and stress-free as possible · Build and maintain relationships with clients · Sourcing products from a panel of lenders · Expert administrative skills   Required: CeMAP is essential Expert knowledge of advising and sourcing residential mortgages Ideally have worked within an estate agency   Company Benefits: 20% commission on all successful mortgages All leads provided   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by...
  • 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...
  • Placing Broker

    £40,000 - £55,000

    Are you an experienced placing broker in the London market? Do you have an excellent understanding of personal accident and additional markets for the corporate sport industry?   The ideal candidate will have an excellent network within their sector and be confident in where they can best place niche lines of business.   Responsibilities: Broking in the Lloyds and London market Maintaining relationships with underwriters and brokers Successfully placing business handed to you by internal brokers   Required: Between 2-5 years placing sport related risk within the London market An existing network of underwriters within their sector   Company Benefits: Pension scheme with employer contribution Life Assurance Help with travel and eyecare costs Perkbox subscription Access to counselling service Working with the local communities, volunteering etc. Various bonus prizes etc. for high performers   Please note that we expect a high response to this position if you have not had...
  • Commercial Insurance Account Manager

    Up to £40,000

    Boxtree are currently recruiting for a well-respected, client-dedicated Insurance Broker based in Bagshot who are looking for a work driven, self-motivated Commercial Account Handler to look after their commercial clients within the business.   Responsibilities: Look after commercial policies, ranging from £1,000 GWP up to £50,000 GWP, and potentially higher Handle all types of commercial policies, including Combined Liability, Commercial Combines, Fleet, Offices, Shops, Professional Indemnity, Contractors, Tradesman etc. Observance to the FCA regulations Maintain relationships with clients, ensuring retention is strong   Required: Preferably Cert CII qualified, or working towards 3 years’ experience dealing with clients, negotiating covers and terms with insurers   Company Benefits: Entitlement to 26 Days Holiday, not including Public Holidays Support and encouragement for further CII qualifications, including in-house training   Please note that we expect a high response to this position if you have not had a response within the next 3 days please...
  • Motor Fleet Insurance Account Executive

    up to £45,000

    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 (preferably commercial motor) 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....
  • 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...
  • Insurance Account Executive

    Starting at £35,000 with an OTE of up to £120,000

    Are you a hard hitting, new business focused Account Executive with a specialist knowledge of insurance cover for the Care or Healthcare market? If so, we would like to speak to you. Boxtree are exclusively offering the opportunity to work with an infamous brokerage in the City of London, in an extremely professional and successful team who are notorious in the market.   You will have the support of a lead generation team to help you generate new business as well as the opportunity to gain referrals and enquiries through their already impressive market reputation as well as your own.   Responsibilities: Self-generate and strategize for new business growth within the team Nurture existing clients to the business to ensure their accounts continue to grow and the clients are properly serviced Attending client meetings Closing new business from leads generated for you Bringing in new business prospects who are worth...
  • 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:...
  • Corporate Insurance Sales Director

    Up to £80,000 + Car Allowance

    Boxtree are currently recruiting for a Sales Director to join a well-respected, large national insurance broker. The most important aspect of this position will be your ability to manage a sales team of 10, which will be a mix of Execs and Account Handlers to success. Producing and placing new business is also key in this role.   The business is looking to expand their commercial book by focusing on growing their corporate and commercial client accounts.   Responsibilities:   Manage a small sales team, ensuring they are meeting targets & KPI’s Work strictly with GDPR, data protection and the businesses compliance Experience of developing and implementing sales strategies and plans Producing, generating and placing new business Placing existing business through open-market broking Attending client meetings Reporting into the Corporate Director Be responsible for their own target management as well as the teams   Required:   Must have a minimum...
  • 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...
  • Insurance Broker

    £30,000

    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: Looking after existing clients within the commercial insurance team Ensuring quality open market, desk-based broking and underwriting relationships Required: 2 years minimum experience within commercial insurance handling 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 Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have...
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People Over Profit.

Award-winning experts in insurance and lending recruitment, Boxtree are proud winners of ‘Best Insurance and Finance Recruitment Specialists, UK 2020’ and ‘Most Trusted Finance Recruitment Company, UK 2020.

Being the best in our industry means a lot. Being the most trusted, means so much more

We are revolutionary in our approach, radical in our delivery.

Integrity, professional ethics, and a social responsibility for the individuals and partnerships we work with, is all we care for.

Since foundation, we have maintained independence through showing our markets that truly specialist, honest and dependable consultants do exist.

We are nothing like the competition, for good reason.

  • Andy

    As an employer I was always negative to recruitment companies, but working with Boxtree has changed my opinion, always delivering the right candidates, for the role, and providing excellent advice and service.

    Andy
    Boxtree Client
  • Tim

    Great recruiters, got back to me quickly and got the job with no fuss. Would recommend

    Tim
    Boxtree Candidate
  • Samuel

    If you are serious about taking the next step and pursuing a better career then you need to let Toni and her team represent you. Thanks to Toni I found my dream job. Unlike many recruiters where you just become a number Toni made me feel important and made me realise my worth.

    Samuel
    Boxtree Candidate
  • Jordan

    Quick recruitment process with a lovely team of incredibly helpful staff! Have and would continue to recommend!

    Jordan
    Boxtree Candidate
  • Deryn

    I've used Boxtree to find our last 2 employees after they were recommended to me and I've been amazed by the service. They are always friendly, professional and available to chat through anything without being pushy. Highly recommend.

    Deryn
    Commercial Manager
  • Lisa

    Boxtree Recruitment are a fantastic company. They helped me secure an accounts position which I love. Toni Dines was extremely professional and made me feel like I was her only client, constant communication and a friendly personal approach. I would recommend her company to any one. Many thanks for all of your help

    Lisa
    Boxtree Candidate
  • Laura

    Paige at Boxtree was very professional and detailed when discussing the role Boxtree was enrolling candidates for over the phone with me.

    Since then, she had also visited my employers' office to get a feel of the company and what kind of potential employees they may need in future, which shows her dedication to set up the right candidate with the right role.

    Laura
    Boxtree Candidate
  • Shannon

    Toni and Kim were very helpful and co operative from start to finish - they worked round my schedule to ensure that I received the best experience. Would definitely recommend, thank you for all of your help!

    Shannon
    Boxtree Candidate
  • Naomi

    Toni at Boxtree was superb at supporting helping me find the perfect new role.

    She took the time to not only fully understand what skills I had and what I could bring to a company but fully understood the company and position she was recruiting me for. Throughout the whole interview process she was always there on hand to offer advice and guidance. Having spoken to various other recruiters over the years this was by far the smoothest firm I could recommend!

    Naomi
    Boxtree Candidate
  • Rick

    Toni and the team really worked hard in helping me find a new role, they are a very professional and friendly company and I wouldn't hesitate in recommending them.

    Rick
    Boxtree Candidate
  • Lydia

    Outstanding! To a lot of recruiters, when looking for a job, you are just faceless and recycled round a system. However, Kelly took the time to find out what I really wanted from my next role, to pre prep me for interviews and even wish me luck on my first day. She's a great asset to Boxtree recruitment, I would highly recommend!

    Lydia
    Boxtree Candidate
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Study for insurance and financial services qualifications with Boxtree and secure your perfect job

We are renowned for supporting your professional and personal development. Boxtree work to enhance our candidates' careers within insurance and financial services by aligning you with businesses that will not only equip you with the technical competence to perform exceptionally, but cover the costs of your studies as well.

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Team Boxtree

  • Kate Wiseman

    Kate Wiseman

    Team Administrator
    ​With family at the heart of everything that Kate holds dear, Boxtree has become a home from home. Kate truly doesn’t care about the money, she cares about what’s right and what opportunities are right for her candidates. Finding others their dream jobs, allowed Kate to live her dream job daily. As well as thriving in the insurance industry and now recruitment, her professional career also extends to football where she has been signed since 2015 as a centre forward for Southend United Ladies.
  • Naomi Little

    Naomi Little

    Consultant
    ​Specialisms: Lending and Bridging RecruitmentNaomi is one of our specialist financial services consultants, mainly focusing within the lending and IFA sector. She is mentored by Jodie Murray and loves working with her equally passionate Boxtree family. Not your typical millennial, Naomi should have been born in the 80s. Certified Star Wars geek and animal lover whose diet consists of anything you’d typically find in an eight year olds lunch box. Also been known to drop into the splits on a nightout.
  • Toni Dines

    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

    Jodie Murray

    Associate Director
    ​​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

    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

    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

    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

    Lacee Watts

    Project Coordinator & PA to the MD
    ​A certified ice skater who ensures the heart of the business runs smoothly, compliantly and full of integrity. Operationally, Lacee is the right-hand of Toni Dines. It’s a running joke in the office - you need to make sure your facts and figures are spot on before passing them across to Lacee! No challenge too big or small, Lacee is the team's Projects Coordinator and PA to the Director.
  • Kelly Aplin

    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

    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!
  • Kate Wiseman
  • Naomi Little
  • Toni Dines
  • Jodie Murray
  • Paige Dadds
  • Morgan Whittaker-Beecroft
  • Kim Scrivener
  • Lacee Watts
  • Kelly Aplin
  • Sophie Yates
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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

Cb42affb

100%

of insurance and lending professionals that Boxtree have placed since trading have remained in appointment for the first 18 months of appointment

Boxtree in the Market