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Account Executive – Hybrid

Job Specification

Broking
Yorkshire

Overview

Account Executive – Hybrid

Generous salary + Benefits

Birmingham

Our client is a Private Equity backed insurance broking group with regional office representation around the UK. They’re a top 50 broker, growing rapidly having completed numerous acquisitions and doubled in size since 2020. They place over £125m of Gross Written Premium into the market annually and our teams are well respected in the industry. Customer excellence is the backbone of the business, which means that their people, systems, and processes are central to their success.

The opportunity

Our client has a brand-new opportunity for an experienced Account Executive to join they’re thriving South Yorkshire operation

The successful Account Executive will be responsible for growing and managing a book of business for some existing clients and will develop a strong pipeline of new business in relation to various lines of Commercial and cross class insurance, whilst ensuring full FCA compliance.

The overall purpose of the role will be to generate revenue for the business and ensure a high-quality service is provided to all clients in accordance with their needs and requirements.

Key responsibilities include:-

• Prospecting new leads
• Attending client visits and making initial contact
• Completing identification of needs with prospective clients
• Negotiation and presentation to insurers in order to secure most appropriate cover for the client
• Presentation of recommendations and cover to the client
• Closing the sale and ensuring cover is on risk
• Securing cross selling business and referrals
• Monitoring own sales performance in line with targets and effectively manage the client portfolio
• Ensuring all business activity fully complies with FCA regulation and company procedures
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
• Achieve and maintain a high level of customer service and always promote exceptional customer care standards
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Liaising with Account Handlers when appropriate
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers

What we’re looking for:-

• Previous experience in an Account Executive role within a broker environment, looking after Commercial Insurance Clients
• New Business skills and a strong client reputation
• Working knowledge of Commercial insurance products
• Experience of working to high standards of FCA compliance
• I.T. skills including use of an insurance IT system, ideally Acturis
• Strong organisation skills
• The ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness
• Cert CII qualifications desirable

Speak to one of our consultants 0203 764 2350



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