Insurance Database Builder / Cleanser

Insurance Database Builder / Cleanser

Hybrid / Remote - Leeds

£25,000 to £28,000 per annum DOE + Bonus + Benefits

Role Overview

We are looking for a highly organised, detail-focused and proactive Insurance Database Builder / Cleanser to join our growing commercial insurance brokerage.

Working closely with the Commercial Director, you will play a key role in building, maintaining and improving our CRM database, helping to support business development, lead generation and marketing activity. In addition to researching and maintaining prospect data, you will also be responsible for making outbound calls to businesses to verify information, identify key decision-makers and secure valuable renewal date information.

This is an excellent opportunity for someone who enjoys research, data management, speaking with businesses and creating accurate, high-quality business information.

Company Overview

We are an established and growing commercial insurance brokerage, providing tailored insurance solutions to businesses across a wide range of industries throughout the UK. Our reputation is built on delivering expert advice, exceptional service and long-term client relationships.

As we continue to grow, we're investing in our systems, data and processes to support our ambitious business development plans. High-quality, accurate data is at the heart of our success, helping us identify opportunities, engage with prospective clients and deliver targeted marketing campaigns. This role will play a key part in ensuring our database remains a valuable asset to the business and supports our continued growth.

Key Responsibilities

• Build and maintain prospect databases within our CRM system
• Research and identify businesses that fit our target client profile
• Source and update company and decision-maker information
• Make outbound calls to businesses to verify data, identify key contacts and gather renewal date information
• Build rapport with prospective clients and maintain a professional representation of the business
• Cleanse, validate and maintain accurate CRM records
• Remove duplicate and outdated data
• Segment data for marketing campaigns and business development activity
• Produce targeted prospect lists and reports
• Ensure all data is managed in line with GDPR requirements

Skills & Experience Required

Essential

• Previous experience in database administration, CRM management, lead generation, data cleansing or a similar business development support role
• Comfortable making outbound calls and speaking confidently with businesses over the phone
• Excellent attention to detail and accuracy
• Strong Microsoft Excel skills
• Experience using CRM systems
• Strong internet research skills
• Ability to work independently and manage priorities effectively

Desirable

• Experience within insurance, financial services or a B2B environment
• Experience using data enrichment or validation tools
• Knowledge of sectors such as construction, manufacturing, logistics or professional services

Salary & Benefits

• £25,000 to £28,000 per annum depending on experience
• Performance-related bonus structure focused on securing renewal dates and generating client meetings
• 25 days annual leave plus bank holidays
• 3% employer pension contribution
• Hybrid or remote working options available
• Ongoing training and development opportunities

Why Join Us?

- Join an established and growing commercial insurance brokerage

- Work closely with senior leadership and contribute directly to business growth

- Supportive and collaborative team environment

- Opportunity to make a real impact on the success of the business

- Genuine long-term career progression opportunities

For the right individual, this role offers the opportunity to develop beyond database management and business development support into a client-facing role in the future. We are looking for someone with the drive, ambition and hunger to grow alongside the business and build a rewarding long-term career.

Interested? Please apply with your updated CV.

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.