• Support the Broker and B2B Sales teams with accurate and timely CRM updates.
• Record calls, meetings, opportunities, quote activity, expected revenue, renewal dates, deal stages and next actions.
• Follow up with sales team members to obtain missing information and ensure active opportunities are properly maintained.
• Monitor deals that have had no recent activity and prompt the relevant owner to take action.
• Help maintain accurate pipelines for broker onboarding, broker activation, B2B opportunities and renewals.
• Assist with logging sales figures, premium and revenue data where required.
• Ensure every material opportunity has a clear status, responsible owner and next action.
• Support the handover of new broker relationships and customers between sales, underwriting and operations teams.

Data Quality and Management Reporting

• Regularly review and clean CRM data, including duplicate, incomplete, inconsistent or outdated records.
• Maintain accurate broker contact lists, company records and user-level information.
• Check that deal stages, expected close dates, revenue figures and sales activities are correctly recorded.
• Prepare and maintain CRM dashboards for management.
• Help produce regular reports covering sales activity, pipeline, broker onboarding, activation, quote volumes, conversion and revenue.
• Identify gaps or inconsistencies in the data and work with the relevant team members to correct them.
• Help improve CRM processes, reporting standards and administrative workflows as the company grows.

General Team Support

• Provide day-to-day administrative support to the sales and management teams.
• Coordinate follow-ups, meetings and outstanding actions when required.
• Help prepare internal reports and documents.
• Support the implementation of consistent processes across the Broker and B2B Sales teams.
• Take ownership of administrative tasks that enable sales colleagues to spend more time developing relationships and generating revenue.

Required Skills and Experience

• Previous experience working within an insurance brokerage, MGA or commercial insurance environment, ideally in an operational, broker-support or account-handling role.
• Practical knowledge of commercial insurance, particularly Commercial Combined or other multi-section business insurance products.
• Understanding of the commercial insurance lifecycle, including quotations, submissions, policy documentation, renewals, endorsements and broker communications.
• Comfortable answering general insurance and process-related questions, with the judgement to escalate technical coverage or underwriting matters when required.
• Strong operational mindset, with the ability to manage detailed administrative processes accurately and efficiently.
• Technologically confident and comfortable learning new insurance platforms, CRM systems and digital tools. Experience with HubSpot or similar systems would be advantageous.
• Excellent attention to detail, particularly when maintaining CRM records, checking sales data and preparing management dashboards.
• Highly organised and able to manage multiple priorities, enquiries and deadlines simultaneously.
• Proactive and willing to follow up persistently with brokers and internal team members to obtain missing information and move tasks forward.
• Eager to learn and develop a broader understanding of Jove’s insurance products, systems and distribution model.
• Hands-on and adaptable, with a willingness to “get your hands dirty” and take ownership of both routine administrative work and unexpected operational tasks.
• Strong written and verbal communication skills, with the confidence to speak professionally with brokers, customers, sales colleagues and management.
• Comfortable working in a fast-growing environment where responsibilities and processes will continue to evolve.
• Collaborative, commercially aware and focused on helping the wider team deliver strong service and achieve sales objectives.

Measures of Success

Success in this role will include:

• Broker accounts and user access being set up promptly and accurately.
• New broker users being followed up and successfully activated.
• Broker enquiries receiving timely responses and being tracked through to resolution.
• CRM records being complete, accurate and consistently maintained.
• Active opportunities having a clear owner, deal stage, value and next action.
• Management dashboards providing a reliable view of broker and B2B sales performance.
• Fewer opportunities, enquiries and follow-up actions being missed.
• Sales team members spending less time on administration and more time on revenue-generating activity.

Development Opportunity

As Jove grows, this position could develop into a broader Broker Operations, Sales Operations or Customer Success role, with increasing responsibility for broker activation, CRM ownership, reporting and process improvement.