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  • 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...
  • BTL and Bridging Case Manager

    £35,000 - £40,000

    We are very excited to be representing a client at the 'sweet spot' of their business.  They have been successfully lending for 2 years with a loan book already in excess of £300 million and the best default rate in their product class across Europe.  They are about to grow and are hiring their next tier of talented individuals that will become part of that journey.  The career possibilities are going to be fantastic and you will be mentored by some of the industries finest credit professionals   Responsibilities:   Reporting to the Head of Credit, the role is responsible for processing applications from enquiry to completion. The Case Manager will work closely with Underwriters and Brokers to ensure the relevant information is received to enable a lending decision to be made efficiently. Liaise with clients, brokers and solicitors, satisfying offer conditions and handling legal enquiries, taking cases from Offer...
  • 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...
  • Senior Insurance Account Handler

    up to £40,000

    Are you a hard-hitting account handler with knowledge and understanding 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 account executives and other 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 commercial insurance, preferably care insurance Have a strong proven track record in new business generation as well as client servicing Cert CII qualified or working towards would be beneficial Hungry attitude for work Acturis experience would be beneficial   Company Benefits Pension Scheme Support around CII qualifications...
  • 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  ...
  • Mortgage Administrator

    up to £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...
  • Healthcare Account Executive

    up to £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...
  • Marine Claims Adjuster

    up to £25,000

    A leading TPA service provider at Lloyds is urgently recruiting for a pleasure craft claims specialist through an exclusive opportunity with Boxtree Recruitment to provide a reliable claims service to their clients.   This company is run by a husband and wife team who are dedicated to the continued growth of the company and their staff. And this role will see you reporting into the claim’s manager within their small team.   Responsibilities:   Operating in accordance with all agreed SLA’s and Delegated Authorities Policy interpretation (mostly UK, some European) Handle contentious claims with the support of Claims Manager Take on new claims and provide a first-class service to clients Maintain compliant work in line with TCF, GDPR and FCA regulation Be committed to your development within the business Maintaining and protect existing client relationships   Required:   Must have experience in claims handling within a regulated environment Cert CII...
  • Mortgage Case Manager

    £18,000

    A great opportunity to join an established mortgage broker in central Southend-on-Sea as a Mortgage Administrator. As a mortgage administrator, you will be working independently to ensure the whole process from application to completion runs as smoothly and quickly as possible. The successful candidate will ideally have at least 1 years’ experience within a mortgage administration role. If you haven’t worked for a mortgage broker before, but would like to, and you can demonstrate transferable experience from a very similar role – we will be all ears! Our clients will invest their time and money in development you within the sector and they will pay for CeMAP studies and exams. Duties: Diary Management of own case load Uploading client documentation to lender portals and network systems Reviewing client documentation for authenticity Chasing lenders, solicitors and estate agents via phone and portals for case updates Keying of copious and accurate call...
  • Technology & Life Science Insurance Account Executive

    £40,000 - £50,000

    Exclusive opportunity through Boxtree Recruitment to join a successful Lloyd’s insurance brokerage in a Technology specialist team. If you have experience in tech and life science clients, a great track record in organically growing accounts and a natural disposition for new business then this role is perfect for you.   An opportunity to make noise in the Tech market alongside well respected professionals in the market.   Responsibilities:   Grow and nurture a book of business given to you (c. £100,000 income) Provide excellent client care, both through client contact and technical broking in the Tech market Providing risk management advice to clients Pick up any incoming queries which generate from the companies existing market reputation in your area   Required:   You must have at least 2 years’ experience broking in the Tech/Life Science sector of insurance You must have experience managing and growing a book of retail business...
  • Commercial Account Executive

    up to £45,000

    Boxtree Recruitment are working closely with a well-respected insurance brokerage based in Witham, 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 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 that...
  • Risk Manager

    £30,000 - £35,000

    My client is a professional organisation with a strong people-first culture, they have a family feel and excellent staff retention. They are looking for a Risk Manager responsible for ensuring that significant emerging financial, operational and reputational risks are identified at an early stage and for advising senior management on appropriate risk mitigation. The role will build risk and control awareness by helping senior management embed robust risk management across all areas of the business.   Responsibilities: Proactively provide risk management advice, identifying emerging risks and advising the senior management on appropriate risk management options. Reporting on key risks, including agreeing mitigating controls and escalating other risks Overseeing risk reporting on risk management best practice. Helping staff across the organization ensure that risk management is embedded at an operational level and that staff at all levels are aware of and manage risk as a core part of their responsibilities. Providing...
  • Insurance Development Executive

    up to £25,000

    Boxtree are working for a rapidly growing and established Lloyds insurance brokerage based in Leeds looking to appoint a development executive to prospect new business opportunities for their London office.   Responsibilities: Organising new business opportunities Engaging with potential clients (UK based business) Promoting the business through marketing initiatives Organising new client meetings and co-ordinating the diaries for colleagues to attend   Desired: Competence of using Microsoft Word and Excel Must be articulate and professional Understanding and experience within commercial insurance   Company Benefits: Uncapped bonus structure Lots of progression within the business   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...
  • Wholesale Real Estate Broker

    up to £45,000

    Boxtree are representing a fabulous, successful and well-respected insurance brokerage based in the heart of the broking district in London. Our client are looking to appoint an experienced property and real estate wholesale insurance broker with fantastic knowledge and connections within the London market. Astute and diligent in your broking and slip presentations and preparation, you will be supporting the wholesale broking team in retaining a significant and profitable real estate and property portfolio. Required: Must have experience within wholesale broking and property/real 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 inspired management team to perform to the best...
  • Commercial Account Handler

    up to £30,000

    Are you a confident Commercial Insurance Account Handler with experience in commercial packages, cyber liability, property owners, liability, and construction risk? If the answer is yes, we would like to introduce you to a well-established and reputable brokerage. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. 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 would like to work for a business that is committed to your progression and development You hold general broker administration knowledge Company Benefits: Exceptional company bonus and income structure Fun, professional and driven management and office environment Pension Perfect role for a 2nd job or someone looking to progress within their role...
  • 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...
  • Investment Analyst

    £25,000- £30,000

    Our client are experiencing a positive uptick in new business for the investment team and as a result of this and organic growth of new investment opportunities they are looking to strengthen its Investment team with a either an experienced investment analyst or a talented /ambitious graduate with the appetite to develop a career in this sector.   Although this is a contract initially, there certainly is hope that this role would evolve into a permanent role in the future, the business is also happy to pay for and support the RO1 qualification during the contract period   Responsibilities: Valuation and analysis of investment opportunities. Building a deep understanding the opportunities through detailed analysis Preparing Investment cases and presenting to the Investment Committee. Reviewing portfolio performance and contributing in operational improvements via data analytics. Conducting market research. Required: Either experience of working as an Investment Analyst / Sales Support Admin...
  • 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...
  • Mortgage Administrator

    up to £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 highly reputable and stable business   Please note that we expect a high response to this position...
  • Private Lines Insurance Broker

    up to £25,000

    Boxtree have been exclusively appointed to find a talented, driven candidate for a wonderful Insurance Broker who are looking for candidate’s intent on securing themselves fantastic financial rewards for 2020!   Responsibilities: Supporting private clients with their insurance requirements Working on personal insurance policies that you will expect with private clients such as Car, Home, Travel and HNW Maintaining existing client relationships and renewing client’s policies ensuring adequate broking   Company Benefits: Exceptional Company Bonus and Income structure Great Holiday Allowance Fun, professional and driven management and office environment Pension   Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.   Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide...
  • 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,...
  • 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,...
  • 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,...
  • T&C Supervisor

    £45,000 - £55,000

    We are recruiting for a T&C Supervisor who wants to join a successful IFA business. The main role of the T&C Supervisor is to supervise a team of Financial Advisers, Paraplanners and Investment Managers. In addition there are a number of specific tasks that the supervisor will be responsible for and reporting directly to the Compliance Director.   Responsibilities: Supervising a team of Financial Advisers, Paraplanners and Investment Managers Providing ongoing training for a team of Financial Advisers, Paaraplanners and Investment Managers. Prepare internal reports for management meetings Review and update compliance policies including those relating to T&C Review and Update TCF procedures/policies Review the compliance requirements relating to the investment committee. Making sure relevant CPD is maintained and recorded accurately Maintaining all standards of performance as required by the firm Obtaining and maintaining the level of competence as required by the firm  Making sure all clients are contacted in...
  • 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 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/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 £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 add...
  • 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 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 add...
  • 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...
  • Case Manager

    £18,000 - £22,000

    Responsibilities: Support to Specialist Consultants in the processing of Residential and BTL applications Assisting correspondence between the sales team and introducers  Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner Liaising with lenders and third parties on behalf of the consultants Complete MI tracking and business case level monitoring   Required: Ideally, experience of working within the mortgage sector.   Company Benefits: 25 days holiday, bonus, advocates of employee wellness and winners of best small company to work for     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...
  • Broking Manager

    £45,000 - £55,000

    Boxtree Recruitment have been appointed to resource for a broking manager to join an established, progressive, and nationwide brokerage. This retail focused insurance brokerage also benefits from a fulfilling commercial and personal lines business in the UK. This leadership position will hold you responsible for building a national presence in the UK with your Account Executives within the retail broking business. Your focus in the business will be growth and client acquisition whilst directing and developing the existing, established team. Necessary Skills Strong technical understanding and history in the insurance market Versatile relationship management skills Strong leadership and people engagement and management capabilities Strong background in retail broking and leading Account Executives  Enthusiastic attitude with achieving group objectives and within set deadlines Positive & engaging personality that creates an enviable, hard-working culture and team. Advantageous Solid history using and understanding broking software (such as OpenGI, Acturis, SSP etc.) Online broking...
  • Care Insurance Account Executive

    up to £60,000

    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 Cert CII qualified or working towards would be beneficial Hungry attitude for work Acturis experience would be beneficial   Company Benefits...
  • Marketing Manager

    £45,000 - £55,000

    We are recruiting for a Marketing Manager who wants to join a successful business who have already made a huge impact in the bridging loans sector but have done so fairly under the radar. Until now.  This role is all about raising their profile and show casing them for the quality business that they are.   You will be responsible for the implementation and development of the marketing and social media plan, to support the business and be a big part of the planned ‘scale up’ of the organisation   Responsibilities: Develop and lead marketing projects, deliver web part of the lead generation plan Monitor and enhance the customer traffic on social media platforms Working with the IT team to deliver the SEO strategy Study industry practices to improve the UX design and usability of the company’s website Monitor, analyse, and act on data to drive conversion improvements across the company’s...
  • Trainee Recruitment Consultant

    AAE

    TRAINEE RECRUITMENT CONSULTANT   Southend-On-Sea, Essex Permanent, full-time 9am-5pm   Are you an ambitious, target driven and competitive individual? The recruitment market is booming, many companies are setting their next 5 years business plans into place and looking to hire top talent within their individual market sectors. Recruitment is a fantastic market to move into and work within to develop a long-lasting and enriching career. Boxtree Recruitment really is unique in its approach to the Recruitment Market we also boast excellent industry reputation. WHAT ARE WE LOOKING FOR?   We are looking for someone to join our existing team as a Trainee Recruitment Consultant initially solely providing administration support to an extremely busy friendly established team. And then over time and with comprehensive training the role will develop you into becoming a consultant.  This really is a fantastic opportunity for someone who has excellent telephony and interpersonal skills. Again, full,...
  • 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...
  • Development Finance Underwriter

    up to £60,000

    Boxtree Recruitment have been engaged to source a Credit Analyst to join an established development finance and bridging lender who keep relationship management at the forefront of everything they do. Reporting to the Head of Credit, you will be responsible for originating and executive development finance loans. Responsibilities: · Underwriting development finance loans from £50k to £3m · Managing company loan book · Cash flow forecasts and conduct detailed cost reviews · Prepare credit papers, models and supporting documents · Manage the relationship with all key stakeholders · Analysing Surveyor development viability reports · Appraising property development proposals   Required: Experience underwriting development finance loans is essential (within a bank or alternative lender) Working knowledge of excel and ability to input data into basic financial models Able to work independently as well as part of a team   Company Benefits: Pension scheme Private medical insurance 4 x Salary Death in...
  • Sales Negotiator

    Self-Employed (Generous split commission)

    Boxtree Recruitment have been engaged to source an experience Sales Negotiator to join a growing brokerage in the Essex area. Responsibilities: Meet clients and asses needs Market and advertise the property Build a client base Deal with phone and email queries Required: Must have experience promoting and selling residential/commercial real estate Full UK driving licence   Company Benefits: Competitive commission splits Leads provided from an international estate agency network Admin 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 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...
  • Self-Employed Mortgage Advisor

    Self-employed (Generous split commission)

    Boxtree Recruitment have been engaged to source an experience Mortgage Adviser to join a growing brokerage in the Essex area. You will be provided with leads but should have a client bank.   Responsibilities: Meeting with clients to assess their financial circumstances Sourcing a mortgage Speaking with lenders Required: CeMAP essential Competent Advisor Status Ambitious and driven to grow within the business   Company Benefits: Competitive commission splits Leads provided Admin 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 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...
  • 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 Account Handler

    £45,000

    Are you a confident Commercial Insurance Account Handler with experience in commercial package, property owners, liabilities, motor and more? Are you looking to specialise within a very niche sector within the insurance market, the rail sector? 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 hold general broker administration knowledge You have completed your insurance exams (or desire to) Company Benefits: 8 weeks’ worth...
  • Head of Department - Niche Insurance Lines

    £125,000 - £200,000 + Equity and Bonus

    Boxtree Recruitment are currently recruiting for a successful MGA in London who are looking to grow their product offering through niche lines of business with the help of a new Head of Department.   This candidate will secure capacity for their chosen specialism through their insurer relationships and will spearhead the growth of this business.   Responsibilities: Contribute to overall business growth Secure new capacity alongside the Managing Director for the business Management of broker relationships Exemplary underwriting of your chosen product offering   Required: Extensive history in underwriting for your chosen specialist area of the market An excellent market reputation This candidate will be required to present a business plan to the client Company Benefits: Parent company is one of the world’s largest global brokers To be part of a strong company culture which considers honesty and integrity at it’s heart     Please note that we expect a...
  • Commercial Insurance Account Handler

    £25,000 - £35,000

    Boxtree are looking to recruit an energised, motivated, and experienced account handler to support commercial insurance clients within a trusted, established, and proactive insurance brokerage based in Chester.   Responsibilities: Responsible for the retention and advising of commercial clients within the brokerage Committed to supporting the existing team with delivering commercial objectives and internal deliverables  Ensuring diligence open market broking and working with underwriters   Required: Cert CII qualified or Dip CII Qualified minimum   Company Benefits: Fantastic family orientated, fun and professional brokerage with growth achieved year on year Great reward systems in place for hard work and performance Pension, good holiday package and wonderful array of commercial clients to work with     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...
  • Commercial Account Handler

    £25,000 - £28,000

    Boxtree Recruitment are currently recruiting for an experienced Commercial Insurance Account Handler working for our client an established fast paced and dynamic insurance brokers based near Dartford. The Commercial Account Handler will support delivery of service and client retention in accordance with business targets. This is a service-based position and requires the delivery of excellent customer service within the commercial and regulatory systems set by the company. Role Responsibilities Handling renewals and mid-term adjustments Renewal quotations to clients and chasing for instructions with view to achieving an excellent retention level. Check documentation from Insurers to ensure any errors or omissions are corrected prior to issue to clients Adhering to Company strategy in relation to placement, fees and premium finance Develop and sustain relationships with clients Effectively analyse client needs and develop solutions Respond promptly to client queries and ensure that all communications with clients and/or insurers or other business contacts...
  • 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...
  • 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 have huge backing from big banks and they are experiencing a huge increase in demand for their products hence the creation of 1, possible 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...
  • 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....
  • Head of Underwriting, Bridging

    £80,000 - £100,000

    Boxtree have been appointed exclusively to appoint 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: – The potential of share options Performance has been enhanced during 2020 and they have permanently shifted to become a hot desk business, with home working at the forefront and the office to be used for meetings and events Progression into directorship in the future A well-priced and competitive proposition that is getting a lot of attention...
  • 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...
  • Commercial Account Manager

    £30,000 - £32,000

    Recruiting for an experienced Account Manager to join a small team of commercial insurance professionals to manage and grow an inherited book of business with a lean in specialism towards financial lines clients.   This position comes after the appointment of a brand new “Head of” in the business and the progression of an Account Executive into a Senior role.   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 several FI products, Commercial Combined and Property   Required:   Between 2 – 10 years broking experience in commercial insurance   Company Benefits:   This is an opportunity to be...
  • 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...
  • Deal Origination, Development Finance

    Negotiable - Completely candidate led

    Boxtree Recruitment have been engaged to source an experienced Deal Originator, on behalf of a prestigious asset manager   The successful candidate will take a leading role in the origination, structuring, and execution of development finance transactions You will develop and maintain a network of counterparties to source private lending transactions   Using your experience, you will analyse deals and present opportunities to the investment committee and the Board;   Deal sizes range from £500K - £5m and your target projects to finance will be ground up development, part-complete projects, conversion schemes or development exits   Required experience: Experience in a similar role in a bank, a non-banking financial institution, alternative lenders or alternative credit funds A strong and well-developed network of counterparties Company Benefits: BUPA, Cigna (dental cover), death in service (4 x salary), a pension scheme, season ticket loan scheme and 25 days holiday     Please note...
  • Corporate Account Manager

    £30,000 - £60,000 - Very much candidate led

    Boxtree have been exclusively retained to support a global insurance brokerage in Scotland to appoint an Account Manager to support Account Executives and Account Managers with the onboarding of new corporate clients.   The role is exclusive so if you haven’t spoken to Boxtree Recruitment about it- you haven’t spoken about it!   What will you already benefit from?   The ideal candidate will already benefit from a proven track record in supporting a corporate team in the management, handling, and retention of large corporate clientele  Confident in the placement and handling of UK domiciled corporate businesses You will be polished in your approach, delivery and service to corporate clients and be considered as an important part of an existing corporate division or team already Already comfortable with handling an array of different sectors within corporate risk including but not limited to construction, haulage, retail, hospitality, professional businesses, and agriculture....
  • 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...
  • Commercial New Business Insurance Broker

    £18,000

    Boxtree Recruitment are currently working with a prestigious insurance broker based in Manchester who are recruiting for a desk-based Commercial Insurance Broker to generate and close new business prospects from leads provided.   The successful candidate will be working within their fun, committed, and driven commercial insurance team.   The perfect candidate will be confident and comfortable in the phone and email (outlook) and be keen to make their mark in the business.   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 Liaising with insurers and underwriters and providing them with information to assess the risk Dealing with premiums of up to £5,000   Required: Experience in an insurance position in a sales-based role...
  • Insurance Account Executive

    Up to £140,000

    Boxtree Insurance market recruiters are working with an established insurance brokerage and Lloyd’s coverholder in Essex who are currently recruiting for insurance professionals who are keen to maintain their “independent broker” way of working.   You will have a loyal client following, track record and experience in commercial insurance (specifically retail insurance broking but all lines of business will be considered) – Please DO NOT apply if you do not have this experience as you will be rejected.   Role Responsibilities: -   Servicing your existing, moveable book of business Generating new business enquiries for commercial clients Develop and maintain relationships with clients, insurers and underwriters To comply with FCA regulations Develop self to maximise personal contribution to the role Telephone underwriters for account development Proactive approach to developing profitable underwriter relationships Deal with incoming enquiries from clients, insurers and other third parties in a professional and timely manner Promptly...
  • Senior Technical Account Manager

    Up to £65,000

    Boxtree have been exclusively appointed to source a talented, experienced, and respected London market, Technical Account Manager to join a progressive and profitable insurance brokerage. Working in the heart of the city, you will be supporting the Broking Manager of the group in the technical placement of professional risks including Management Liability, D&O and professional risk. With a strong background in risk placement, account management, market relationship management and compliance in the same, you will have a passion for ensuring a high level of client service and a track record in supporting cross-class teams. -Are you from a senior Account Manager within professional risk, used to broking within London and open market? -Do you already have exceptional relationships in the market within professional risk? -Confident at drafting policy wordings, contracts, and endorsement suggestions for underwriters   This is an urgent requirement for an immediate start so do not delay in...
  • Insurance Account Director

    From £60,000

    Exclusive opportunity through Boxtree Recruitment to head up and grow a brand-new, FCA approved, retail commercial insurance brokerage. If you have a loyal client following and would like to be a part of shaping a new venture, backed by a successful MGA then this is the right role for you and your team.   This is the opportunity to make considerable noise in the market and unlock unlimited potential in terms of taking the next step in your own career due to the high level of financial and professional support which this company can offer. If you have an existing supporting team who work with you, we will also consider facilitating a team lift if necessary.   Responsibilities:   Grow and nurture your personal book of business through a loyal client following Become actively involved in the recruitment of a broking team to support your book of business and new...
  • 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...
  • Senior Account Handler

    Up to £35,000 + Commission + Bonus

    Are you a confident and senior Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. Boxtree are very serious about how we regulate and control personal data of our...
  • Commercial Account Handler

    Up to £30,000

    Are you a confident Commercial Insurance Account Handler with experience in commercial package, cyber liability, property owners, liability and construction risk? If the answer is yes, we would like to introduce you to a wonderful brokerage with over 40 years trading. With an influx of new business, you will mainly be responsible for the retention of existing clients but growing the book organically through referrals that come in naturally to the business. Ideal experience and skills; Understanding of Open GI Strong understanding of commercial insurance policies and client requirements Open market and scheme broking experience Highly motivated, professional and strong communicator Perfect role for a 2nd job in London or someone looking to progress within their role if you have hit a ceiling! There are lots of opportunities in the business to develop your career. Please note that we expect a high response to this position if you have not...
  • Commercial Account Handler

    £26,000 - £30,000

    Boxtree Recruitment are recruiting for a Commercial Account Handler to handle a book of commercial insurance clients to consist of property insurance policies, liability insurance policies and also commercial portfolio (motor fleet, legal expenses, commercial combined).   Please apply if the following applies to you: Experience of using the broking system, Acturis You have a good working knowledge of Commercial Insurance, including property insurance You are used to handling commercial insurance clients (desk-based broking) You would like to work for a business that is committed to your progression and development (teaching you new commercial insurance lines, supporting you with your insurance qualifications) You can drive   Company Benefits: Exceptional company bonus and income structure Great holiday allowance Fun, professional and driven management and office environment Pension Please note that we expect a high response to this position if you have not had a response within the next 3 days please...
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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