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We are currently looking for a Commercial Account Executive to join the welcoming and experienced team in the Solihull office. This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business. Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards.
Job Responsibility:
Achieve new business & renewal targets
Engage with marketing strategy and promptly act on leads
Develop introducer relationships
Generate own leads and effectively manage new business pipeline
Generate cross selling leads for other departments according to target
Manage ongoing relationships with existing clients ensuring high levels of customer service are provided
Look to expand account by identifying additional sales opportunities with existing clients
Attend client visit and complete relevant fact-finding documents in respect of new business
Renewal business, review last year’s documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements
Review demands and needs of clients and advise on the most appropriate insurances to meet these
Prepare broking notes for new business cases and work with AH to update renewal notes
Agree broking strategy with broking support and assist in the process where needed
Review the broking exercise and complete final negotiations with underwriters when needed
Produce closing instruction in line with company procedures and pass to AH for processing
Requirements:
At least 5+ years commercial insurance experience either in broking
Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
Good understanding of commercial insurance products and options
Possession of a full driving licence
Nice to have:
Acturis insurance broking software knowledge
Commitment to progress towards Cert CII
What we offer:
Negotiable basic salary + Benefits + Bonus
25 days holiday + Bank Holidays, Pension, Death in Service etc.
Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation)
Full support for your professional development (including fully funded qualifications)