Commercial Account Executive

Brown & Brown UK; Devizes; Sur place; GBP 45 000 - 65 000; Plein temps

Avantages offerts par ce poste

25 days holiday

Pension

Death in Service

Flexible benefits

Share save scheme

Résumé du poste

Brown & Brown UK in Devizes is seeking a Commercial Account Executive to join an experienced team. The role focuses on understanding client operations and risk management, and on presenting complex commercial insurances to secure renewals and new business.

You will manage leads, develop introducer relationships, and drive income growth by expanding your client portfolio. A full driving licence and broking experience are preferred with clear progression opportunities.

Qualifications

• At least 5+ years of commercial insurance experience.
• Ability to handle new business enquiries, renewals and midterm adjustments.
• Strong understanding of commercial insurance products.
• Progress towards Cert CII encouraged.
• Full driving licence.

Responsabilités

• Achieve new business & renewal targets.
• Engage with marketing strategy and act on leads promptly.
• Develop introducer relationships.
• Generate own leads and manage new business pipeline.
• Generate cross-selling leads for other departments as targeted.
• Maintain relationships with existing clients with high service levels.
• Identify opportunities to grow accounts with existing clients.
• Attend client visits and complete fact-find documents for new business.
• Renewal business: review documents and update client facts.
• Review client needs and advise on appropriate insurances.
• Prepare broking notes for new and renewal cases and update notes.
• Agree broking strategy and assist in negotiations with underwriters.
• Produce closing instruction in line with company procedures.

Connaissances

Insurance experience

Account management

Client relationships

Lead generation

Outils

Acturis

Description du poste

Title: Commercial Account Executive

Location: Devizes

Salary: Negotiable + Benefits + Bonus

Overview:

We are currently looking for a Commercial Account Executive to join the welcoming and experienced team in the Devizes office.

This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business.

Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards.

The day to day:

• Achieve new business & renewal targets
• Engage with marketing strategy and promptly act on leads.
• Develop introducer relationships
• Generate own leads and effectively manage new business pipeline
• Generate cross selling leads for other departments according to target.
• Manage ongoing relationships with existing clients ensuring high levels of customer service are provided.
• Look to expand account by identifying additional sales opportunities with existing clients
• Attend client visit and complete relevant fact-finding documents in respect of new business.
• Renewal business, review last year's documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements.
• Review demands and needs of clients and advise on the most appropriate insurances to meet these.
• Prepare broking notes for new business cases and update renewal notes
• Agree broking strategy with broking support and assist in the process where needed.
• Review the broking exercise and complete final negotiations with underwriters when needed.
• Produce closing instruction in line with company procedures.

What's on offer:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

Your Experience:

• Requirement of at least 5+ years commercial insurance experience either in broking
• Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
• Good understanding of commercial insurance products and options
• Acturis insurance broking software knowledge is an advantage
• Commitment to progress towards Cert CII
• Possession of a full driving licence