About the role
Reporting to the Team Leader and head of existing business, the Commercial Account Executive will focus on managing policy renewals, ensuring client retention and satisfaction by providing tailored insurance solutions.
In addition, they will identify and secure new business opportunities to expand the client base.
This role requires strong relationship management, negotiation and sales skills to optimise client portfolios and drive business growth.
Key Responsibilities
Maintain and strengthen relationships with existing clients, ensuring their needs are met and fostering long-term loyalty.
Oversee the renewal process for commercial insurance policies, including reviewing terms, negotiating renewals and ensuring timely completion.
Evaluate clients' risk profiles and provide expert advice on suitable insurance products and coverage options.
Provide exceptional service by addressing client inquiries, resolving issues promptly and ensuring a high level of client satisfaction.
Ensure new business and renewal targets are achieved.
Implement company compliance and office procedures, including new business development and renewal procedures documents.
Keep up-to-date with market practice and product availability, giving feedback to management on market issues, pricing, service levels and product development.
Collaborate with other teams within the group to facilitate training, product development and promote operational efficiencies.
Attend client visits with management as required.
Adhere to compliance as outlined in the handbook and procedures manual.
About You
Minimum of 3–5 years' experience in a commercial insurance role.
Minimum APA Commercial or grandfathered commercial status with proof of up-to-date CPD.
Excellent technical product knowledge and knowledge of the commercial insurance market.
Proven track record of managing a portfolio of clients, particularly handling policy renewals and addressing client inquiries.
Proficient in negotiating terms and conditions to achieve favourable outcomes for both clients and the company.
Ability to build and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
Full clean driving licence.
Benefits
Reasonable adjustments are offered, including flexible hours and hybrid working where possible.
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