New Business Project Consultant
New Business Project Consultant - London and South (Remote / Chelmsford) Location: Remote (with occasional travel to Chelmsford)Type: Full-time, PermanentSalary: Circa £45k, Competitive, dependent on experience We are seeking a highly organised and knowledgeable insurance professional to join our New Business Project Management team, supporting the New Business and Broking Placement teams across London and the South region. This is a fantastic opportunity to gain exposure to wider broking operations and develop your career in a fast-paced, client-focused environment. Key Responsibilities Review client information to prepare risk presentations, including COPE and process details.Issue Letters of Appointment/Authority to markets and follow up to ensure processing.Review sums insured, challenge anomalies, and identify gaps in cover.Agree on broking strategies and select appropriate markets alongside the Broking team.Prepare new business presentations and support timely receipt of quotes.Review quotes, negotiate brokerage/risk management funds, and recommend preferred quotes.Undertake conceptual reviews and tenders.Identify cross-sell and up-sell opportunities.Create, input, and process RFQs in Acturis.Prepare debit notes and policy summaries.Ensure accurate and timely delivery of policy documentation.Handle account queries and credit control matters, escalating concerns as needed.Ensure seamless handover of new client programs to Account Executives/Brokers.Apply legal and ..... full job details .....
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