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Commercial Sales Broker




Job Title: Commercial Sales Broker

Salary: Competitive

Location/Flexibility: Croydon, Surrey

Our client is a ‘right of membership’ facility available with over 165,000 members. It is a Joint Venture in a newly formed business, which is essentially an Insurance Broker run by members, for members and partially owned by members.

The role: 

  • Manage incoming sales and enquiry calls
  • Produce quotation, new business, and renewal documentation
  • Assist customers to protect their material assets and liabilities
  • Follow up and convert leads as well as making outbound calls
  • Being able to work productively and efficiently as a member of a sales team as well as contributing to team discussion in regards to progression and positive change
  • Achieve agreed sales & retention targets, both individually and as part of the overall team
  • To maintain, and achieve growth in, income from existing customers
  • Developing and maintain positive ongoing relationships with Insurers and Underwriters in a professional manner
  • Ensuring compliance with local procedures, customer service standards and external compliance regulations are met
  • Develop and maintain a thorough understanding of all products and services to assist customers


  • Minimum of 5 Grade A-C GCSE’s
  • Competent to sell SME general insurance
  • CII FIT Qualification
  • Relevant experience in a branch and/or broker sales position
  • A clear understanding of the UK insurance market and its dynamics
  • Experience of e-trading platforms; Acturis would be advantageous but not required
  • A strong track record in delivering on sales targets


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