Sales Support

Sales Support / Broker Services – Insurance

Oliver James is partnering with an insurance client to recruit a Sales Support / Broker Services professional. This opportunity is suited to someone with insurance industry experience who enjoys supporting distribution partners, coordinating new business cases, and ensuring efficient day-to-day operations.

Key Responsibilities

Channel & Broker Support

• Work closely with Business Development Managers and sales colleagues to support relationships with insurance brokers.
• Assist with onboarding new broker partners and managing ongoing servicing requests.
• Respond to enquiries relating to insurance products, submission procedures, and operational requirements.
• Coordinate partner support activities, including training sessions and continuing professional development arrangements.

New Business & Case Management Support

• Provide operational guidance to distribution partners on new business submissions.
• Review applications and supporting documents for accuracy and completeness.
• Liaise with relevant internal teams to support efficient case assessment and processing.
• Track outstanding cases and follow up on requirements to help maintain service standards and turnaround times.

Operations Control & Governance

• Carry out daily activities in line with applicable regulatory requirements and internal procedures.
• Maintain accurate records of insurance transactions, partner agreements, and related documentation.

Requirements

• Diploma or equivalent qualification; a bachelor’s degree would be an advantage.
• Around 2–3 years of experience in insurance sales support, broker servicing, or a similar role.
• Basic knowledge of insurance products and operational processes.
• Exposure to underwriting requirements, policy administration, or new business workflows would be beneficial.
• Good written and verbal communication skills, with a collaborative approach.
• Strong attention to detail and the ability to manage competing priorities accurately.
• Proficiency in Microsoft Office; experience with insurance or broker administration systems is an advantage.
• A practical approach to resolving day-to-day issues and supporting process improvements.
• Ability to work effectively during busy periods.

To learn more about this opportunity, please apply with your updated CV or contact Oliver James for a confidential discussion.