About Us
Yutree Insurance Ltd is an independent Chartered commercial insurance brokerage and underwriting agency. We offer highly personalised insurance advice and protection to our clients whilst also providing other brokers with access to our own, underwritten product range. We have a reputation for excellence, built on a foundation of respect, transparency and a commitment to professionalism, development, and customer value. You can find out more about us at www.yutree.com
About the Role
Main duties include:
• Overseeing, managing and developing a book of SME/commercial and corporate clients primarily for non-investment products including DIS, PMI, Key Man cover, and Shareholder Protection
• Building and maintaining strong business relationships with clients, insurers and affinity partners
• Building a strong profile in the sector to support business growth
• Identifying and maximising opportunities to up-sell and cross-sell non-investment products to existing clients; converting new business leads that arise
• Making and attending client meetings where required
• Discussing and assessing clients’ current and future insurance needs, providing appropriate advice
• Managing all new and renewal work as required to build a profitable client account
• Negotiating best policy terms with insurers, conducting market exercises as appropriate
• Providing business reports to clients and Directors as required
• Keeping electronic files up to date, in order and all work tasked/diarised in Acturis
• Being a referral point for technical enquiries relating to non-investment products
• Maintaining an in-depth knowledge of the general insurance market, including attending networking/supplier events as appropriate
The role is full time although we may consider applications from those wishing to work part time. Preferably you will be based at our office in Newmarket but we may consider applications from those wishing to be based at our Norwich office. Occasional travel to the other office may be required.
Hybrid working is available after probation and on discussion.
About You
You have proven experience of working in Insurance, specifically in commercial lines across a broad range of products within the UK market and specialising in non-investment products.
You must have:
• Experience of working in commercial lines insurance across a broad range of products within the UK market but with a focus on non-investment products, particularly DIS, PMI, Key Man cover, and Shareholder Protection
• Strong ability to successfully identify and maximise opportunities to up-sell and cross-sell to existing clients
• Educated to GCSE level with Maths and English at grade C/4 or above
• Cert CII qualified
• A broad knowledge and deep understanding of the insurance sector
• Confidence using MS Office
• Excellent written and verbal communication skills
• Excellent organisation and prioritisation skills
• Problem-solving skills
• High attention to detail
Desirable:
• Previous experience of using Acturis
• Dip CII qualified or equivalent experience and knowledge
You drive innovation and support others’ growth by coaching and sharing knowledge. You champion fair customer outcomes, encouraging initiative and collaboration. Adaptable and confident, you inspire and motivate others while combining diverse insights to deliver effective solutions. You role model professionalism and integrity, seeking feedback to continuously improve.
About the Package
• Salary: £40k - £50k FTE depending on experience
• Enhanced holiday entitlement (34 days per year, inc. BH)
• Financial support for qualifications
• Company events
• Shopping discounts platform
• Regular health & wellbeing workshops
• Free parking
• Online training platform
• Company pension scheme
Subject to successful probation and/or eligibility:
• Flexible hybrid working
• Group life insurance
• Private medical insurance
• Company sick pay scheme
• Enhanced maternity pay
Further Information
Candidates who are successful at the CV screening stage will be invited to a formal interview at our office in Newmarket, which consists of:
• A short, scenario-based technical assessment
• Discussion exploring your previous experience, roles and responsibilities
• A set of competency-based questions related to our framework, which is based on the CII’s Professional Map. This is a Band 3 position within the map.
If you require any adjustments to support you in the application process, please let us know by emailing katie.woodcock@yutree.com
We are a Disability Confident – Committed employer. Please indicate if you are making an application under the Disability Confident scheme.
We may close the vacancy earlier than the closing date if we have enough suitable candidates so early applications are encouraged.
No agencies please - we already work closely with a carefully selected number of agencies.
