Insurance New Business Account Handler

Scout Association

Hours
35 hours per week

About the Organisation

Scouts and everyone are welcome here - all genders, races, and backgrounds. We give over 400,000 4–25-year-olds the skills they need for school, college, university, and the job interview: the skills they need for life. Right across the UK, we’re helping young people gain skills for life and find their place in the world. We help them speak up, play their part, and shine bright. Scouts is the place to be yourself and find yourself.

These are young people who are not afraid to stand up for what they believe in, to do the right thing, and to think of others before themselves. At a time when communities sometimes feel divided, Scouts brings people together. We’re building stronger communities and contributing to a stronger society. All this is made possible by the generosity of our adult volunteers.

Now’s a challenging time for us all, but Scouts has never been more important - giving young people purpose, hope, and a place to belong. With the launch of Squirrels for 4–6-year-olds, and opening more units in even more areas of deprivation, we’re making more of a difference than ever.

About the role

We’re excited to be recruiting for a confident and driven New Business Account Handler to join our growing team. This is a fantastic opportunity to play a pivotal role in expanding our specialist insurance offering to small and medium-sized charities.

As a key client-facing representative, you’ll build strong relationships with prospective clients, understand their unique insurance requirements, and provide tailored solutions that truly support their organisations. If you enjoy consultative selling and delivering exceptional service, this could be the perfect role for you.

Responsibilities

New Business Generation:

• Achieve targets set in respect of new business growth, lead generation, and other key performance indicators.
• Lead generation on various new business campaigns.
• Offer information, guidance, and quotes to prospects in respect of their insurance needs and convert these to clients.
• Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs.
• Use the information gathered to determine which insurers will provide the most competitive rates for the coverage required.
• Obtain quotations, using quotation systems, rating guides, and by referring to insurers.
• Communicate quotations, advising the most appropriate in terms of price and cover to meet the prospect’s needs.
• Discuss any “additional” covers to ensure that all insurance requirements are satisfied.
• If the quote is accepted verbally, issue written confirmation, providing full details of cover, enclosing the proposal for completion, and other documentation required to comply with FCA regulations.
• Scrutinise new business documents received from insurers, making sure they are accurate before issuing to clients.
• Issue invoices and policy documents and update client records.
• Support the new business team in its administration.
• Chase and receive payments by cheque, credit card, and direct debit.
• Cross-sell and upsell products to existing clients.
• Offer information, guidance, and quotes to existing clients in respect of their insurance needs.
• Respond quickly and effectively to client requests relating to their insurance requirements.
• Develop a positive relationship with clients and show them where they can obtain better value on other insurance policies they hold.
• Other duties and responsibilities as may be needed to aid business development.

Client Service:

• Provide additional advice to clients as required on risk-related matters.
• Provide back-up to existing client business as and when required.
• Proactively review all insurance procedures in use and suggest continual improvements as part of Treating
• Customers Fairly and Consumer Duty initiatives.
• Occasional attendance at customer events as needed.

Skills, Competencies, Experience & Attributes

Experience:

• An understanding of youth charities and their insurance needs
• An understanding of the commercial insurance industry
• Computer literate
• Professional insurance qualifications, Cert CII or Diploma in Insurance (a commitment to achieve this)
• Positive attitude and ability to deal with difficult situations and customers.
• Ability to develop solutions and provide specific advice.

Skills, Abilities & Knowledge:

• Sales, influencing, and negotiation skills to achieve targets and best outcomes for clients
• Good customer service skills
• Team player
• Strong communication and interpersonal skills
• Ability to work towards targets
• Good organisational skills
• Ability to work to deadlines and under pressure

Values & Personal Qualities:

• A self-aware, positive, and approachable.
• An effective individual who is assertive, energetic, determined, robust, and sufficiently resilient to cope with the demands of the role.
• Willingness to go on a training course relevant to the role.

Compensation & Benefits

• A supportive, inclusive, and collaborative team environment
• Ongoing learning and professional development opportunities
• 28 days annual leave, rising to 32 days after 2 years, plus additional time off over Christmas
• Flexible working options to suit you, your role, and your team
• A double-matched pension scheme, up to 10% employer contribution
• A family-friendly approach, with generous family leave policies

Working locations

• Hybrid model, working in the West Sussex office and remotely

How to apply

• Please submit an online application by 11:59 pm on Sunday, 26th April 2026.
• If you'd like to find out more to see if this role suits you, we'd be very happy to have an informal chat; please contact [email protected] to set up a call or virtual meeting.
• To help us monitor the application of our Equality, Diversity & Inclusion Policy, we’d be grateful if you'd also complete the Recruitment Monitoring questions on the Application Form. 
• Before making an application, please make sure that you’ve read the Recruitment and Selection Policy

Interviews

• Interviews will be conducted on a rolling basis until the position has been filled.
• Please note that we reserve the right to close this vacancy early should we receive enough suitable applications.

Policies

The Scouts is an equal opportunity employer, and we are committed to fostering an inclusive environment where everyone feels valued and empowered to contribute. We offer flexible working arrangements to support diverse needs and lifestyles, ensuring that our teams can thrive both professionally and personally. We welcome and encourage applicants from all walks of life, believing that varied perspectives strengthen our innovation and community. Your unique experiences and ideas are essential to our success, and we look forward to hearing from all voices.

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