Job Description
Commercial Insurance Account Executive
Salary: Circa 30000 to 40000 depending on experience
Location: Hertfordshire
Contract: Full Time
Permanent Hours: Monday to Friday 9am5pm
PURPOSE OF ROLE
To manage and develop a portfolio of commercial clients deliver high-quality insurance advice identify growth opportunities and contribute to business expansion through excellent client service and relationship building in a customer-focused environment.
RESPONSIBILITIES
- Manage and develop your own portfolio of commercial clients
- Proactively identify and convert new business opportunities
- Handle renewals mid-term adjustments and client enquiries ensuring excellent customer outcomes
- Build trusted long-term relationships with key decision-makers
- Cross-sell a full range of insurance and related products including financial services and risk management services
- Work with underwriters to secure appropriate cover and terms
- Maintain accurate and compliant client records using CRM systems
- Contribute to overall growth client retention and reputation within the local business community
DAY-TO-DAY
A typical day involves client meetings (in-person and virtual) reviewing and preparing renewal quotations handling policy enquiries and adjustments prospecting for new opportunities collaborating with underwriters and internal teams updating client records and following up on cross-selling leadsall while prioritising outstanding service and compliance.
EXPERIENCE
- Commercial insurance experience is highly desirable
- Previous experience in a similar account executive client-facing or sales role within insurance preferred
- Proven track record of managing client portfolios and achieving retention/growth targets
SKILLS
- Competent use of Microsoft Office software (Word Excel Outlook)
- Excellent literacy written and verbal communication skills
- Strong numeracy and attention to detail
- Flexible people-oriented approach with the ability to build and maintain relationships
- Self-motivated ambitious and customer-focused mindset
- Ability to work effectively in a supportive team environment
Full training and ongoing support will be provided in a friendly professional setting for the right candidate.
If you have the relevant experience or know someone who does please contact Glenn Youens:
Required Experience:
IC
Job DescriptionCommercial Insurance Account ExecutiveSalary: Circa 30000 to 40000 depending on experience Location: Hertfordshire Contract: Full TimePermanent Hours: Monday to Friday 9am5pmPURPOSE OF ROLETo manage and develop a portfolio of commercial clients deliver high-quality insurance advice id...
Job Description
Commercial Insurance Account Executive
Salary: Circa 30000 to 40000 depending on experience
Location: Hertfordshire
Contract: Full Time
Permanent Hours: Monday to Friday 9am5pm
PURPOSE OF ROLE
To manage and develop a portfolio of commercial clients deliver high-quality insurance advice identify growth opportunities and contribute to business expansion through excellent client service and relationship building in a customer-focused environment.
RESPONSIBILITIES
- Manage and develop your own portfolio of commercial clients
- Proactively identify and convert new business opportunities
- Handle renewals mid-term adjustments and client enquiries ensuring excellent customer outcomes
- Build trusted long-term relationships with key decision-makers
- Cross-sell a full range of insurance and related products including financial services and risk management services
- Work with underwriters to secure appropriate cover and terms
- Maintain accurate and compliant client records using CRM systems
- Contribute to overall growth client retention and reputation within the local business community
DAY-TO-DAY
A typical day involves client meetings (in-person and virtual) reviewing and preparing renewal quotations handling policy enquiries and adjustments prospecting for new opportunities collaborating with underwriters and internal teams updating client records and following up on cross-selling leadsall while prioritising outstanding service and compliance.
EXPERIENCE
- Commercial insurance experience is highly desirable
- Previous experience in a similar account executive client-facing or sales role within insurance preferred
- Proven track record of managing client portfolios and achieving retention/growth targets
SKILLS
- Competent use of Microsoft Office software (Word Excel Outlook)
- Excellent literacy written and verbal communication skills
- Strong numeracy and attention to detail
- Flexible people-oriented approach with the ability to build and maintain relationships
- Self-motivated ambitious and customer-focused mindset
- Ability to work effectively in a supportive team environment
Full training and ongoing support will be provided in a friendly professional setting for the right candidate.
If you have the relevant experience or know someone who does please contact Glenn Youens:
Required Experience:
IC
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