New Business Project Consultant

New Business Project Consultant – London & South (Remote / Chelmsford)

Location:
Remote (with occasional travel to Chelmsford)
Type:
Full-time, Permanent
Salary:
Circa £45k, Competitive, dependent on experience

We are seeking a highly organised and knowledgeable insurance professional to join our New Business Project Management team, supporting the New Business and Broking Placement teams across London and the South region. This is a fantastic opportunity to gain exposure to wider broking operations and develop your career in a fast-paced, client-focused environment.

• Review client information to prepare risk presentations, including COPE and process details.
• Issue Letters of Appointment/Authority to markets and follow up to ensure processing.
• Review sums insured, challenge anomalies, and identify gaps in cover.
• Agree on broking strategies and select appropriate markets alongside the Broking team.
• Prepare new business presentations and support timely receipt of quotes.
• Review quotes, negotiate brokerage/risk management funds, and recommend preferred quotes.
• Undertake conceptual reviews and tenders.
• Identify cross-sell and up-sell opportunities.
• Create, input, and process RFQs in Acturis.
• Prepare debit notes and policy summaries.
• Ensure accurate and timely delivery of policy documentation.
• Handle account queries and credit control matters, escalating concerns as needed.
• Ensure seamless handover of new client programs to Account Executives/Brokers.
• Apply legal and regulatory knowledge to internal processes and insurance contracts.

• Previous experience as a Commercial Account Handler, Sales Executive, or Broker Support.
• Commercial insurance knowledge preferred.
• Experience handling new business tenders and producing market presentations advantageous.
• Knowledge of broking in regional and London Markets.
• Holding or working towards CII qualifications (Cert CII, Dip CII, ACII) preferred.
• Educated to GCSE standard or equivalent, with a solid understanding of the commercial insurance sector.
• Results-driven, process-oriented, and able to work to deadlines and SLA targets.
• Strong planning, analytical, and organisational skills with high attention to detail.
• Excellent communication and interpersonal skills; confident in building and maintaining relationships.
• Eligible to work in the UK.

This role offers
remote flexibility
, exposure to key broking processes, and the opportunity to progress within a dynamic New Business team.

Joe Cappalonga, Senior Consultant on