
11 - 50 employees
Founded 2000
🛡️ Insurance
☁️ SaaS
💳 Fintech
Insurance • SaaS • Fintech
SchemeServe is a fully-serviced insurance software solution, hosted in the cloud, designed for Managing General Agents (MGAs), brokers, and insurers. It offers a wide array of features including policy administration, client management, and real-time reporting, all supported by a dedicated customer service team. SchemeServe empowers users to build and manage their own insurance products quickly and efficiently, ensuring high levels of uptime and support.
🕒 6 days ago
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11 - 50 employees
Founded 2000
🛡️ Insurance
☁️ SaaS
💳 Fintech
Insurance • SaaS • Fintech
SchemeServe is a fully-serviced insurance software solution, hosted in the cloud, designed for Managing General Agents (MGAs), brokers, and insurers. It offers a wide array of features including policy administration, client management, and real-time reporting, all supported by a dedicated customer service team. SchemeServe empowers users to build and manage their own insurance products quickly and efficiently, ensuring high levels of uptime and support.
• Generate new business opportunities through networking, referrals, research, social media, conferences, partnerships, and outbound prospecting • Build and maintain relationships with prospective and existing customers, identifying growth and referral opportunities • Understand prospects' business challenges and recommend appropriate SchemeServe solutions through consultative selling • Deliver tailored product demonstrations • Manage opportunities through the full sales cycle from enquiry to contract completion and handover to the Wunderwriter team • Collaborate with Engineering and Wunderwriters to communicate customer requirements and product enhancements • Maintain accurate opportunity, activity, and communication records in the CRM • Monitor and manage the sales pipeline, forecasting and prioritising opportunities • Gather market feedback and customer insights to inform product development • Represent SchemeServe at industry events, conferences, webinars, and networking opportunities • Collaborate with Marketing on thought leadership, social media, customer success stories, and industry engagement • Build a professional network and act as a SchemeServe brand ambassador • Meet and exceed sales targets and key performance indicators
• Experience within the insurance or Insurtech industry • Experience in sales, business development, or account management, ideally within software or technology • Excellent communication and presentation skills over the phone and in person • Experience managing a sales pipeline and working with CRM systems • Strong commercial awareness and ability to identify customer needs and position value • Proactive, self-motivated, and highly organised • Comfortable delivering software demonstrations to technical and non-technical audiences • Genuine interest in technology and solving business problems with software • Full UK driving licence • Access to a car for client meetings and industry events
• Twice-yearly in-person Team Retreats • Flexible working • Paid days to volunteer for causes you care about • Books, mentoring, and professional development opportunities • Friendly and supportive team • Relaxed but ambitious company culture
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