Salary: £24,000 to £32,000 (depending on experience) plus life insurance, health insurance & employee discounts scheme.

The opportunity:

This is an opportunity to join an expanding business providing employee benefits to quality businesses. You’ll assist with the management of our burgeoning portfolio of SME clients. It’s interesting, rewarding and stretching.

We are not expecting you to have an insurance background, we’re looking for somebody with a minimum of 3 years business to business sales and account management experience at a senior level.

Initially you’ll be exposed to our business processes, learning our successful methodology, the products we work with and how to manage your own portfolio of health insurance clients. As your experience and the business grows management opportunities will become available to the right candidate.

This opening could be of interest to people looking for a professional position without the commute into Bath or Bristol.

About the Company:

This is an opportunity to join a health insurance brokerage based in Radstock, near Bath. Our turnover grew by 58% last year and we achieved recognition at the “National Health Insurance Awards”. Due to client demand we are expanding further into the “Employee Benefits” arena.

Our growth is accelerating and we are working with larger and larger firms. The directors have previous experience of building successful businesses from scratch.

Opportunities to break into the B2B financial services sector are rare and once established your career should be stable, lucrative and professionally rewarding.

You’ll be fully supported during your structured training and you’ll be a part of a talented and successful team of 7.


Handling policy renewals.
Obtaining health insurance and group risk quotes from insurers.
Negotiating with insurers.
Checking policy terms and exclusions.
Dealing with day to day client enquiries.
Completing post sale administration and file checking.
Maintaining accurate records on our internal CRM system.
Supporting existing clients administratively and with claims.
Attending business exhibitions.
Complying with FCA rules and regulations.
Post-sale client customer calls.
Requirements of the Account Handler:

An engaging telephone personality.
Ability to communicate via email and over the phone.
Assertiveness, team working skills, integrity, gravitas and ambition.
PC skills, administrative ability, evidence of sales and account management skills.
Ability to learn about the products with the willingness to study.
Intelligence, commercial sense and time management skills with the drive to succeed in a highly regulated commercially driven sector.

Starting salary based on experience.
Full training.
Opportunity to study for professional exams.
Company pension, Wider Wallet employee discounts portal, (after qualification period) Private Medical Insurance, Health Cash Plan, Life Insurance.
If you meet the requirements and feel the role would be a good fit, then please apply today!