Commercial Account Executive

Brown & Brown Insurance; Devizes; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme

Fully funded qualifications

Job summary

Brown & Brown Insurance in Devizes is seeking a Commercial Account Executive to join a welcoming, experienced team. You will manage a portfolio of commercial clients, handle new business and renewals, and contribute to growth.

The role requires deep product knowledge, relationship management, and the ability to present complex insurances, with a focus on client service, cross-selling opportunities, and achieving income growth.

Qualifications

• At least 5+ years commercial insurance experience.
• Proven ability to handle new business, renewals and midterm adjustments.
• Good understanding of commercial insurance products and options.
• Full driving licence.
• Progress towards Cert CII.

Responsibilities

• Achieve new business & renewal targets.
• Engage with marketing strategy and promptly act on leads.
• Develop introducer relationships.
• Generate own leads and manage new business pipeline.
• Generate cross selling leads for other departments.
• Manage ongoing relationships with existing clients ensuring high levels of customer service.
• Look to expand account by identifying additional sales opportunities with existing clients.
• Attend client visits and complete fact-finding documents for new business.
• Renewal business: review last year’s documents and current facts with the client.
• Review client needs and advise on appropriate insurances.
• Prepare broking notes for new business and update renewal notes.
• Agree broking strategy and assist in the process where needed.
• Complete negotiations with underwriters when needed.
• Produce closing instruction in line with company procedures.

Skills

Client relationship management

Sales & business development

Insurance knowledge

Lead generation

Negotiation

Account management

Communication skills

Broking experience

Tools

Acturis

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

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

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.