Unity Insurance Services
Insurance New Business Account Hander
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
New Business Account Handler
Location: Lancing, West Sussex, BN15 8UW (Hybrid – minimum 3 days in the office)
Contract Type: Permanent
Hours: 35 hours per week
Salary: £28,818.00 per annum (Inc MS), Band C, Level 3
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.
What You’ll Be Doing
- Engaging with prospective charity clients to understand their insurance needs
- Providing clear, tailored advice and producing accurate, competitive quotations
- Converting enquiries into new business while working towards achievable targets
- Identifying cross-selling and up-selling opportunities to support wider growth
- Managing the full client journey from initial enquiry through to policy documentation
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Handling new business enquiries from first contact through to completion
- Proactively following up on leads generated through marketing campaigns
- Matching client requirements with suitable insurance products and solutions
- Ensuring all documentation is accurate, compliant, and professionally presented
- Building long-term, trust-based relationships through outstanding client service
What We’re Looking For
- Experience within commercial insurance
- A positive, proactive, and client-focused mindset
- Strong communication skills, with the ability to build rapport and explain solutions clearly
- Confidence working towards goals and achieving targets in a supportive team environment
- Cert CII qualification, or progress toward achieving it
What We Offer As Our New Business Account Handler
- 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
For a full list of our benefits, click here.
Closing date for applications: 11:59 pm Tuesday 28th July 2026
Interviews will be held between 3rd August and 7th August
Strictly no agencies.
The Scouts is an equal opportunities 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location