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Mortgage and Protection Broker - Self-Employed Remote | Uncapped Earnings Winstree Financial Services is an established firm of Independent Mortgage and Protection Consultants based in Colchester, Essex, supporting clients across the UK. With over 25 years of industry experience, we specialise in helping people secure the right mortgage and protection solutions with a focus on service, speed, and re... ZIPC1_UKTJ

Are you ready to build on the reputation of a market-leading Lloyd's Broker? Our Client, a prestigious Insurance intermediary with decades of expertise, is seeking a driven Client facing Account Executive to develop their specialist commercial portfolio. This is a rare opportunity to join an established name in the Industry whilst creating your own success story. The specialist Commercial market is ... ZIPC1_UKTJ

Our client is a well-established and growing Commercial Insurance Broker based in Colchester, recognised for delivering a first-class, bespoke service to its clients. With a forward-thinking and consultative approach to insurance broking, they are now seeking a like-minded, experienced Account Handler to join their team. This is an excellent opportunity to join a thriving and innovative brokerage that places strong emphasis on relationship management, client service excellence and long-term partnerships. As an Account Handler, you will be responsible for managing and developing key client relationships, ensuring clients receive tailored insurance solutions that meet their evolving needs. You will work closely with colleagues, underwriters and claims teams to deliver a seamless and professional service. Key Responsibilities • Build and maintain professional, personable relationships with clients in relation to their commercial insurance portfolios, • Maintain regular client contact via telephone, email and face-to-face meetings to ensure needs are fully understood and serviced, • Identify opportunities to enhance client cover and support the development of new business opportunities, • Support the claims process when required, ensuring accurate and timely communication of information, • Accurately maintain client records and interaction notes within the CRM system, • Manage renewal processes proactively, engaging with clients well in advance to discuss options and provide tailored recommendations, • Quote additional products for existing clients and prepare quotations for new business, • Liaise effectively with underwriters regarding underwriting documentation and requirements, • Work collaboratively with colleagues to support the continued growth and development of the business, • Ensure all activities are carried out in line with internal procedures and FCA regulations Person Specification • Minimum of three years’ experience in an Account Handler role within an insurance brokerage, • Strong background in customer service, account management or sales, with experience meeting clients, • Full UK driving licence for occasional client visits and events, • Educated to a good standard, with professional insurance qualifications or a willingness to work towards them, • CII qualifications to the appropriate level or commitment to obtaining them, • Experience using the Acturis platform, • Highly professional with a strong focus on confidentiality and compliance, • Flexible, proactive and adaptable approach to work, • A confident, personable team player with excellent relationship-building skills, • Comfortable using technology and open to change, • Successful DBS or criminal records check required If you are an experienced insurance professional looking to join a progressive brokerage that values quality, collaboration and client service, this opportunity offers both challenge and long-term career development.

Our growing Commercial Broking client is looking for a dedicated Senior Compliance Executive to support the day-to-day business operations. You'll play a crucial role in ensuring they meet all Regulatory requirements by undertaking Compliance monitoring and supporting a range of Compliance-related activities. If you're passionate about upholding high standards, contributing to a collaborative team, and making an impact in a growing environment, this is an ideal opportunity for you. Options for full and part time working are available. Key Responsibilities of the Senior Compliance Executive include: • Tracking of Compliance actions as part of the annual Compliance Plan and report on the progress throughout the year, • Develop and maintain good working relationships with the business and promote a strong and positive Compliance culture and respond to general queries to support the business, • Development and/or improvement of policies and procedures and processes to ensure they continue to support the business in complying with Regulatory requirements, • Undertake Regulatory horizon scanning and impact assessments, • Maintenance of the Compliance training system and monitoring of staff completion as well as further development of required courses, • Communicate relevant Regulatory information to business areas in a clear and concise manner and provide oversight of any resulting actions, • Tracking and monitoring of Compliance performance, • Maintain an overview and knowledge of Regulation, expectation, good market practice and requirements and to report on material changes, • Previous experience in a Compliance role for a Commercial Broker, Insurer or Managing Agent., • Strong Regulatory and market awareness., • Demonstrate an understanding of the FCA's Rules, as well as knowledge of complaint handling processes., • Strong communication skills., • Confidence in your knowledge and expertise., • Strong numerical and analytical skills., • Resourceful and able to apply own initiative in resolving issues., • Strong planning and organisation skills with a keen attention to detail., • Proactive and personable approach.

Mortgage and Protection Broker - Self-Employed Remote | Uncapped Earnings Winstree Financial Services is an established firm of Independent Mortgage and Protection Consultants based in Colchester, Essex, supporting clients across the UK. With over 25 years of industry experience, we specialise in helping people secure the right mortgage and protection solutions xrnqpay with a focus on service, speed, and re Find out more about this role by reading the information below, then apply to be considered. Please click on the apply button to read the full job description

Commercial Insurance Account Executive – Development – Colchester Base Salary 45- 50k, Bonus, 25 Days Holiday, Assistance towards CII Qualifications, Flex Benefits – Onsite Parking Our client is a Leading National Insurance Broker who due to continued expansion is looking for a Commercial Insurance Account Executive to Develop and grow a Book of Commercial Insurance Business This role reflects our clients’ ambitious plans for growth and the expansion of our commercial sales team. The Commercial New Business Executive will be responsible for generating and securing new business opportunities in the commercial space. You will play a key part in delivering out clients sales strategy and sector development, Key Responsibilities • New Business Development: Deliver personal sales targets by identifying, prospecting, and securing new commercial clients. • Sector Focus: Drive growth in key commercial sectors including: o Motor Trade o Manufacturing o Building and Allied Trades o Property Owners o Retail & Wholesalers o Fleet • Sales Planning: Execute sales strategies using relevant market research, sector knowledge, and competitor insight to identify and convert opportunities. • Client Relationship Management: Build and maintain strong, long-term client relationships, delivering tailored insurance solutions that meet clients’ needs and exceed expectations. • Cross-Selling: Proactively identify opportunities to introduce and refer the wider product proposition, including: o Risk Management Services o Health & Safety Consultancy • Compliance & Quality: Operate at all times within the required compliance, conduct, and regulatory framework. Maintain high standards of advice and ensure documentation and processes are always audit-ready. • Collaboration & Communication: Work collaboratively with the wider team • Development & Learning: Take responsibility for maintaining up-to-date knowledge of insurance products, regulatory changes, market trends, and sales skills. About You Essential Skills & Experience • Proven track record of successful commercial insurance sales. • Experience dealing with mid to high premium cases. • Strong interpersonal and negotiation skills. • Ability to deliver against targets. • Commercial awareness and understanding of client needs across relevant sectors. • Professional, organised, and customer-focused approach. • Commitment to compliance and delivering good customer outcomes. If you wish to apply for this position please click the link and a consultant from Cameron James Professional Recruitment will be in contact with you