Commercial New Business Broker / Account Handler

Job title: Commercial New Business Broker / Account Handler
Location: Neston
Industry: Insurance
Salary: £24,000 - £26,000
Reference: 1408
Contact name: Paige Dadds
Contact email:

Job description

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.




  • 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




  • 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 the Open GI system


Company Benefits;

  • Bonus scheme
  • Medicash access
  • Flexitime
  • Parking on site


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful. 

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