Clark James recruitment

Hybrid home/North East Essex 3 days based role- Clark James Insurance Recruitment are working with a prestigious Insurance broker currently looking to appoint an experienced commercially trained Account Handler to join their busy team. You'll be dealing with mid size to large corporate risks that can be complex in nature so they need good experience! The Role Service a portfolio of business through broking and renewals, adjustments, queries and any other issues that may arise on the accounts. In addition to this, you will be actively involved in the broking of new business to market - liaising with insurers and negotiating the best possible terms. You will be responsible for dealing with a wide range of classes of commercial business including Property, Liability, Combined, Fleet, Goods In Transit, Cyber amongst others. You should be a proven Insurance Account Handler/Broker or Underwriter used to dealing with complex risks and be looking to join a business which is expanding in its field. Insurance qualifications are preferred but not essential for the right candidate who will be committed, resilient and used to multi asking. A competitive salary and bonuses are on offer, a kitchen sink benefits package plus a great working environment, work from home days and excellent training, apply today for a confidential conversation.

Clark James Recruitment are working with a highly professional Estate Agency business. Our client is looking to recruit a Sales Progression Administrator to join the business. Role The Sales Progression Administrator is a vital role within our team, tasked with ensuring the seamless progression of property sales from offer to completion whilst upholding high standards of compliance, organisation, and client service. This role demands a proactive, detail-focused individual who can multitask, communicate effectively, and utilise systems to support team objectives. In return, we provide a supportive work environment, opportunities for professional development, and incentives for outstanding performance. Responsibilities Sales Progression : Efficiently progress sales from offer to completion, ensuring timely return of forms, drafts, searches, and mortgage offers. Negotiate where required, analyse surveys, and guide clients towards exchange and completion. Compliance : Keep abreast of legislation, including health and safety, GDPR, and AML. Ensure the office remains fully compliant and verify that brochures adhere to CPR standards (including Swift QR Code/link). System Utilisation : Effectively use Reapit for call dates, reminders, file notes, and correspondence. Fully employ progression milestones and the Mortgage page to track and manage sales. Organisation : Manage emails, clear voicemails, and maintain accurate daily task sheets. Allocate tasks promptly, prioritise work under pressure, and ensure general office maintenance, including stock levels and accurate message-taking. Client Interaction : Maintain a professional telephone manner (answering within three rings), present a smart appearance, and communicate confidently at all levels. Deliver friendly, approachable service to clients. Quality Control : Ensure branch windows, webpages, social media, and property details are free from spelling or grammatical errors and feature high-quality photos. Maintain meticulous attention to detail across all tasks. Pipeline Management : Accurately forecast completions, meet branch targets, and proactively address challenging files to keep sales on track. Incentives & Opportunities : Contribute to team KPIs through solicitor/survey referrals and Google Reviews. Build confidence in using systems to maximise incentive opportunities. Required Skills Technical Proficiency : Competent in Microsoft Word, Excel, PowerPoint, and Teams. Able to navigate and update the company CRM, write power reports, and use AI tools to tailor the Business Information Base (BIB) to office needs. Multitasking & Time Management : Ability to prioritise tasks, meet deadlines, and work efficiently under pressure whilst maintaining punctuality. Communication : Friendly, approachable, and able to converse professionally with clients and colleagues at all levels. Attention to Detail : High standards in quality control, ensuring accuracy in all documentation, communications, and property presentations. Problem-Solving : Ability to identify and resolve issues in sales progression, ensuring timely resolution of challenges. Candidate Previous Administration experience essential. previous Estate Agency experience an advantage however, not essential as full training is provided. Excellent communication skills. Excellent attention to detail. Ability to work within a busy team environment. What We Offer Excellent basic salary: Salary level dependent on experience. Incentives : Financial and recognition-based rewards for achieving KPIs, such as solicitor/survey referrals and Google Reviews. Training & Support : Access to comprehensive training resources and mentorship from experienced team members to help you excel in your role. Career Development : Opportunities to develop skills, take on additional responsibilities, and progress within the company through our development framework. Collaborative Environment : A friendly, team-oriented workplace where your contributions are valued, and your ideas are encouraged. Tools & Resources : Access to industry-leading CRM systems, AI tools, and office resources to support your work.

Do you have sales experience in a professional environment or call centre? This friendly Insurance broker have an opening due to expansion and can offer a brilliant introduction to the world of Insurance sales if you are already a strong sales person with office based experience. Most of the clients come through recommendation and their ethos is a 'portfolio' approach to their requirements so you will be comfortable offering a good service to loyal customers. They have over 90% retention! Essential experience 1 year at least experience in Insurance sales OR a similar professional sales/office based role Enthusiastic and willing to work as part of a team A good level of literacy Role and Responsibilities New business, renewals cross sales Working to targets on new business Quotations using IT platforms Client and insurer facing as well as telephone Prospects Rapid salary uplifts and a long term career with massive potential. Support given for progress towards CII Comprehensive benefits package, holidays, pension and PMI. Internal and external training Client visits Apply today if your experience matches the brief and an immediate interview could await!

Do you have previous sales experience and are used to working within a sales targeted environment? Clark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. Please note, this position is a HOME BASED ROLE. No previous experience within Financial Services is required, out client will provide full training, guidance and structured support. Previous sales experience is essential, does your cv demonstrate this? Role Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service. This will include advising clients on a range of financial products either via video call or telephone. Service existing customers through regular reviews. Expand existing customer sales through these regular reviews. Expand the customer base through referrals and other direct sales techniques if required. Attend regular meetings with the Area Manager and colleagues. Complete all documentation required by the Company. Act in accordance with the FCA Code of Conduct for Company Representatives. Work to a programme agreed with the Area Manager. Candidate No previous experience in Financial Services is required, full training and ongoing support is provided. A previous background within sales is essential. Confident and ambitious. Excellent communication and presentation skills. A strong and proven sales track record is essential. Ability to liaise at all levels. Need to be living in or, around the Cambridge area. Qualifications No professional qualifications are required for this position, Financial Services recognised qualifications are desirable. Applicants must be able to demonstrate a proven track record within sales. Package Basic salary c£28,960 + commission. Realistic OTE for first year £50,000 however this uncapped and could be significantly more. Salary will increase as you progress within role. PLEASE ONLY APPLY IF YOUR CV DEMONSTRATES PREVIOUS SALES EXPERIENCE AS CANDIDATES WITH NO PREVIOUS SALES EXPERIENCE CAN NOT BE CONSIDERED