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Commercial Account Executive

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Number of Applicants

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Job Description - Commercial Account Executive

About the Company:

A multi-award-winning Commercial Insurance Brokerage who have delivered growth year on year following its formation in 2013. We provide expert insurance solutions tailored to protect businesses of all sizes. With years of industry experience, we understand the unique risks companies face and offer comprehensive policies to give our clients complete peace of mind and help them protect what matters.

The Opportunity:

We are seeking a talented individual to join our dedicated team. This role will be a permanent, full-time role based in our Rawtenstall office. We're seeking an experienced Commercial Client Executive who will inherit a book of clients across multiple sectors with varying premium spend who is also able to further develop the book of business through prospecting & networking to achieve growth.

Role Requirements:

  • 3+ years' commercial insurance executive experience (UK market essential)
  • Driving licence
  • Outgoing & personable
  • Excellent communication and decision-making skills
  • Excellent literary skills
  • Ability to work without supervision
  • Manage an allocated portfolio of clients
  • Strive to deliver best practice, market-leading service and solutions for all clients
  • Prepare client reports, cover summaries and FCA-compliant documentation
  • Actively seek and respond to all new business opportunities.
  • To maintain current knowledge with regard to industry compliance and regulation.
  • To continue personal development by completion of ongoing insurance qualifications and/or training to improve personal knowledge of the industry.
  • Ensuring the customer is treated fairly and that the customer receives excellent service in accordance with industry and company guidelines.
  • Maintaining quality and customer service standards, ensuring client records are kept accurate and up to date.
  • Organised & excellent attention to detail
  • Strong relationship building and relationship management skills are essential
  • Strong technical knowledge of commercial insurance products/Lloyd's market
  • Exceptional client relationship management skills
  • A consistent track record of delivering against targets within a regulated, measurable framework is vital.
  • Comfortable generating leads and building pipelines
  • Attend trade related dinners, AGM's, trade shows, expo's etc.
  • Ability to network at all levels to seize new opportunities.
  • Maintaining quality and customer service standards, ensuring client records are kept accurate and up to date.
  • Eligibility to work in the UK with the ability to travel

What qualifications are preferred but not required:

Chartered Insurance Institute Qualification (ACII / Dip CII / Cert CII) or working towards this.

Renumeration & Benefits / Rewards:

  • Salary To £60,000.00 plus uncapped earnings subject to agreed income volumes
  • Company Car and/or Car Allowance
  • Pension Contributions
  • 25 Holidays Plus Bank Holidays
  • 1 x Additional Wellbeing / Birthday Holiday
  • Flexible Christmas & New Year Working
  • Flexible Working hours & remote working when the need arises (such as caring for a dependant)
  • Paid Wellbeing Programme
  • Free Motor Breakdown
  • Insurance Policies Net of Commission
  • Life Insurance
  • Salary Sacrifice Scheme
  • Access To Healthcare Products
  • Free Eye Tests
  • Paid Training & Development
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