New Business Account Handler

As a New Business Account Handler at Unity Insurance, you will focus on acquiring new business within our core charity markets, particularly small to medium-sized charities. Your role will be telephone-based and 100% focused on generating new business and revenue growth by offering high-quality, tailored insurance solutions. You will also manage end-to-end client relationships, ensuring excellent service from initial inquiry to policy set-up and aftercare.,

• Achieving targets set in respect of new business growth and lead generation and other key performance indicators
• Lead generation on various new business campaigns
• Offering information, guidance and quotes to prospects in respect of their insurance needs and converting these to clients
• Completing the key task of "fact finding" to identify clients' requirements and to provide a quotation to fulfil their needs
• Using the information gathered, to determine which insurers will provide the most competitive rates for the covers required
As our New Business Account Handler in return, we offer you:
• Work in a way that suits you, your role and your department
• Be proud to say you're part of a team with Investors in People (Gold)
• Plenty of opportunity for learning and development
• 28 days holiday a year, plus bank holidays rising to 32 days after two years
• Four extra days to look after your family when they need you
• Three extra days over Christmas
• Maternity/Paternity Leave
• Flexible /Hybrid Working
  
  This is a crucial role in driving our sales growth, so we are looking for a proactive and dynamic individual who excels in communication, problem-solving, and client engagement.
As the New Business Account Handler you will have:
• Experience or understanding of the commercial insurance industry, particularly within the charity sector.
• Familiarity with the insurance needs of youth charities and related organizations is an advantage.
• Excellent customer service skills with the ability to build strong relationships and trust.
• Professional insurance qualifications (e.g., Cert CII or Diploma in Insurance) or a commitment to achieving these.
• Proven sales, influencing, and negotiation skills, with a strong focus on achieving targets and delivering the best outcomes for clients.