Account Executive

JMG Group; Liverpool; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance broking firm in Liverpool is seeking an experienced Account Executive to manage existing accounts and develop new business. The ideal candidate should have a strong commercial insurance background and excellent FCA compliance knowledge. This role offers a competitive salary, a hybrid working model, and various benefits including pension and healthcare plans.

Benefits

Competitive salary

Car Allowance

Laptop and mobile phone

Hybrid working pattern

Company Pension scheme

Generous holiday entitlement

Bupa Healthcare Cash Plan

Life Assurance

Qualifications

• Previous experience in an Account Executive role within a broker environment.
• New Business skills and a strong client reputation.
• Experience of working to high standards of FCA compliance.

Responsibilities

• Manage a book of business for existing clients.
• Develop a strong pipeline of new business.
• Ensure a high-quality service is provided to all clients.
• Negotiate and present to insurers.

Skills

Account Executive experience

Client relationship management

Commercial insurance knowledge

FCA compliance experience

IT skills including Acturis

Strong organization skills

Customer service skills

Education

Cert CII qualifications

Tools

Insurance IT system (Acturis)

Job description

Location : Liverpool

Department : Butterworth Spengler

Job Type : Full time

Contract Type : Permanent

Butterworth Spengler offer our clients a unique blend of experience, knowledge and expertise to deliver effective insurance solutions with a dynamic and professional approach. Established in 1924, Butterworth Spengler are now part of the JMG Group who are a Private Equity backed insurance broking group and a top 30 UK broker who place over £380m of Gross Written Premium into the market annually.

We believe in providing an unrivalled level of service to all our clients. When you become part of our team, your commitment will be rewarded with a clear career path, a market leading salary and comprehensive benefits package.

We work with businesses and private clients in Liverpool and across the UK. We’ll ask all the right questions so that we thoroughly understand our client’s business to find them the right insurance for their needs.

The opportunity

We have a brand-new opportunity for an experienced Account Executive to join our thriving broker team based in Liverpool.

The successful Account Executive will be responsible for managing a book of business for existing clients and will develop a strong pipeline of new business in relation to various lines commercial 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 areas of responsibility 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

To be successful in the role, you must have the following skills

• Previous experience in an Account Executive role within a broker environment, looking after Commercial clients
• New Business skills and a strong client reputation
• Working knowledge of commercial related 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 awarenessCert CII qualifications desirable

What we offer

• Competitive salary commensurate with level of experience
• Car Allowance
• Laptop and mobile phone
• Hybrid working pattern – office and remote.
• Company Pension scheme
• Generous holiday entitlement, including birthday day off
• Bupa Healthcare Cash Plan
• Life Assurance

REF-(Apply online only)