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Commercial Account Executive

Lawes Consulting Group

Bolton

On-site

GBP 60,000 - 80,000

Full time

Today
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Job summary

A consulting firm in the Northwest is seeking an Account Executive / Client Director to develop and manage a portfolio of insurance clients. The role involves establishing relationships, providing advice, and contributing to business development targets. The ideal candidate will have a strong background in managing commercial clients and a proven track record in business development. This full-time opportunity offers a dynamic work environment and the chance to make a significant impact.

Qualifications

  • Background in managing commercial clients within a professional services environment.
  • Track record of business development and client retention.
  • Experience of working with a broad range of industry sectors and compliance governance.

Responsibilities

  • Establish and build firm relationships with clients and maintain current relationships.
  • Help clients understand risks and build resilience in their business.
  • Meet clients across the Northwest area and handle client queries.
  • Prepare and present renewal terms and recommendations.

Skills

Business Development
Customer Service
Revenue Growth
Account Management
Communication
CRM
Salesforce
Excel

Education

CII qualification

Tools

Salesforce
Excel
Job description

Job Description

Job Title : Account Executive / Client Director

Salary : Negotiable

Location : Northwest

PURPOSE OF ROLE

To develop and build a personal portfolio of insurance clients whilst working to overall financial targets and driving sales and business development within your team.

RESPONSIBILITIES
  • Establish and build firm relationships with clients maintain current relationships and be a trusted advisor to senior stakeholders
  • Help clients to understand the risks they face and build a greater resilience into their business
  • Think strategically about client base and cross sell to the wider trading teams
  • Ability to use technical knowledge to shape discussions with clients and provide guidance to the team
DAY-TO-DAY
  • Meeting with clients across the Northwest area
  • Handling client queries and providing timely professional advice
  • Preparing and presenting renewal terms and recommendations
  • Providing accurate sales forecasts to the regional sales director
EXPERIENCE
  • Background in managing commercial clients within a professional services environment
  • Track record of business development and client retention
  • Experience of working with a broad range of industry sectors
  • Understanding of compliance governance and industry regulations
SKILLS
  • CII and working towards further qualifications
  • Solid industry knowledge
  • Demonstrate the ability to provide a responsive first- class service to clients
  • Strong business acumen and the ability to understand complex products
  • Self motivated and target- orientated with a drive for results
  • Flexibility to adapt in changing market conditions and the ability to handle rejection and overcome objections and persist in opportunities
  • Working knowledge of FCA compliance rules
Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA

Employment Type : Full-Time

Experience : years

Vacancy : 1

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