Position: Commercial Account Executive
Location: Bath
Salary: Negotiable + Bonus + Benefits
Overview
We are currently looking for a Corporate Account Executive to join us at our wonderful Bath office in the support of existing cases and to seek out new opportunities.
The Commercial Account Executive is central to the regional operations and will deal with a variety of classes of insurance for various business types and sizes. The team in Bath have a wonderful office environment working hand in hand with each other to look after clients, you'll be supported by an experienced handling team and have support from the regional claims team when required.
This is a long term and progressive opportunity at a stable and key broking location. You will need large commercial / corporate insurance knowledge to be able to pick up clients with incomes in excess of £20,000.
The day to day:
- Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPI’s
- Complete all roles and tasks as required, ensuring you adhere to procedures and policies at all times
- Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
- Client visits, presentations to insurers, obtaining and submitting best in market quotations for new business or renewals.
- Debt Management - ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
- Manage and prioritise your diaries/tasks, these are to be kept up to date
- Complete any training that is deemed necessary for your role and complete the actions set in line with your plan.
- Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)
What’s on offer:
- A negotiable basic salary + bonus and all the normal benefits (25 days holiday, pension and wider flex benefits)
- A career focused environment that's based on Meritocracy.
- A wonderful team focused environment that's focused on looking after clients and each other
- Full support for professional qualifications and wider learning and development opportunities
Your experience:
- Good knowledge of broking large commercial insurance risks across various business lines and industry types
- Experience of commerce and industry and familiarity with markets and economic trends
- Ability to develop and maintain business contacts and goodwill
- Excellent interpersonal, written and verbal communication skills
- Ability to prepare and present reports
- Pro-active and self-motivated
- Strong planning and organisation skills to meet deadlines
- Attention to detail
- Co-operative and supportive team player