Insurance Direct Sales Coordinator

The Opportunity – Insurance Direct Sales Coordinator

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Owned by JCB Excavators, JCB Insurance is an independent General Insurance Broker focussed, as you might expect, on clients in the Construction Industry.

Based near JCB World Headquarters in Rocester, Staffordshire, JCB Insurance is a team of friendly insurance experts who work hard to provide their clients with insurance solutions tailored to their businesses at the right price. All backed up by exceptional customer service

About the role:

To support the growth of our commercial portfolio by handling new business enquiries from initial contact through to policy inception. You will work closely with prospects, underwriters, and internal teams to deliver competitive, compliant, and customer-focused insurance solutions

What does this role involve day to day?

· Handle inbound new business enquiries via phone, email, and referral.

· Conduct thorough fact-finding to understand client needs and risk profiles.

· Prepare and present quotations using internal systems and insurer portals.

· Liaise with insurers to negotiate terms and secure competitive cover.

· Issue policy documentation, invoices, and welcome packs.

· Ensure all client records and documentation are accurate and compliant.

· Maintain FCA compliance and adhere to internal procedures at all times.

This will be suited to you if…

· You have experience in Commercial Insurance, preferably with a Broker. Cert CII would be preferred although not essential.

· You have excellent interpersonal and broking skills and the ability to quickly build rapport with customers.

· You have a passion for customer service and the ability to work both independently and as part of a Team.

· You have a keen eye for accuracy and detail, even when under pressure.

· You’re skilled in MS Office applications (Word, Excel)

What happens next?

Ordinarily, our Resourcing Team reviews and shortlists CVs. If shortlisted, you’ll speak to one of our Recruiters to discuss the role further. Our interview process usually consists of an initial team’s interview followed by an in-person interview. We’ll keep in touch throughout the process but if you have any questions, please get in touch at recruitment@jcb.com 

What's in it for you?

To say thank you for your hard work we will work with you to support your career development. We will also provide a competitive salary, flexible working hours, company pension scheme, medical insurance and dental care scheme, free parking and access to the company’s healthy living centre. In addition to Bank Holidays there is 25 days annual holiday (plus 1 for every 5 years of service up to 30 days)

We value diversity and welcome applications from candidates from all backgrounds.

We’re committed to ensuring our recruitment process is fair and inclusive. If you face any accessibility challenges with your online application and require additional support, you have the option of speaking to a member of our Recruitment Team who can support you to complete an application in an alternative format. If you would benefit from this support, please email recruitment@jcb.com, and a member of the team will be in touch.

Recruitment Agencies: JCB does not accept any speculative approaches to present candidates for advertised vacancies.