Sales Support Officer (Commercial Insurance / UK shift) - Work From Home

The Commercial Insurance Sales Support Officer provides end-to-end administrative and operational support across the company's Commercial Insurance portfolios. The role underpins the full commercial sales cycle, quoting, underwriting coordination, policy binding, renewals, endorsements, and partner management. The ideal candidate has hands-on experience within a commercial insurance back-office, brokerage support, underwriting support, or a similar administration role, with strong accuracy and operational discipline.

• Prepare, process, and quality-check all B2B commercial insurance documentation including quote requests, submission packs, underwriting requirements, policy schedules, COIs, endorsements, cancellations, and renewal paperwork.
• Assist BDEs with quote generation by gathering risk information, data validation, insurer/underwriter liaison, and ensuring all required documentation is complete before submission.
• Support the policy issuance process, ensuring accuracy in client information, pricing, coverage limits, and endorsements before binding.
• Coordinate with underwriting teams to follow up outstanding requirements, referral items, or risk clarifications.
• Manage renewals, lapses, and mid-term adjustments in line with internal timelines and partner expectations.
• Maintain complete and accurate client files, ensuring documentation meets commercial insurance regulatory and compliance standards.
• Update CRM records promptly (opportunities, stages, notes, partner activity, pipeline movements).
• Validate that partner agreements, onboarding documents, and disclosures align with compliance, quality, and audit requirements.
• Conduct routine compliance checks across sales documentation to ensure adherence to internal controls and regulatory frameworks.
• Identify workflow bottlenecks across the sales support function and propose improvements for speed, accuracy, and partner experience.
• Provide ad-hoc administrative support to BDEs including data preparation, follow-ups, reconciliations, and document coordination.
• Uphold strict confidentiality and data integrity across all commercial insurance documentation.
• Perform other duties aligned with the level and scope of the role as required.

• 3–5 years experience in a commercial insurance support role (e.g., brokerage support, underwriting assistant, policy administration, commercial claims admin, or sales support).
• Strong understanding of the commercial insurance sales cycle (quoting, underwriting referrals, binding, renewals, endorsements, documentation frameworks).
• High proficiency in CRM systems (Salesforce, HubSpot preferred) and advanced Excel capability (VLOOKUP, pivot tables, data validation).
• Strong operational discipline with the ability to process high volumes of commercial documentation with accuracy.
• Excellent communication and coordination skills to work cross-functionally across underwriting, compliance, finance, and sales teams.
• Proven ability to manage deadlines and competing priorities in a fast-paced insurance environment.
• Professional presentation, strong client-service orientation, and a commitment to compliance, accuracy, and audit readiness.

Why Join Twoconnect?

We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity: 

• Work from home
• Monday to Friday 9am – 6pm BST/GMT (adjustments will be made for daylight saving time)
• HMO with 1 free dependent and medical reimbursements
• Government-mandated benefits
• Work from home allowances
• Opportunities to work with leading companies in Australia and beyond
• Training programmes for career development
• Engaging company outings, team activities and wellness sessions
• Supportive, inclusive culture
• Dedicated managers focused on your growth and success

Twoconnect connects highly skilled Filipino professionals with established companies in Australia, New Zealand, the United States, the United Kingdom and Europe, providing direct access to global careers and long-term opportunities.

We offer competitive pay and benefits, additional entitlements and structured career development programs that make employment both financially rewarding and professionally sustainable. 

Our industry-leading retention rate demonstrates our commitment to a people-first culture that prioritizes stability, growth and genuine care for every employee.

Twoconnect is an equal opportunity employer. We value cultural diversity and foster an inclusive workplace where every employee is respected and supported as part of a growing global team.

🔗 Learn more about us through our official pages:

Website: https://twoconnect.com.au/

Careers: https://apply.workable.com/twoconnect-careers/

LinkedIn: https://linkedin.com/company/twoconnectau

Facebook: https://www.facebook.com/2woconnect/

Instagram: https://www.instagram.com/twoconnect_/