Commercial Account Executive

Cowell Recruitment Ltd; Devon and Torbay; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Life Assurance up to 4 x salary

Contributory pension scheme

Healthcare Cash-plan

Discounts on gym membership

Employee assistance programme

Job summary

Cowell Recruitment are assisting our client in Exeter to recruit a Commercial Account Executive. You will manage a portfolio of commercial and personal lines clients, deliver outstanding service and build lasting relationships.

As a key contact for clients, you will work with internal stakeholders and the Branch Manager to meet objectives, review documents for accuracy, and support renewal retention with FCA compliance. Onsite role with training and progression included.

Qualifications

• Strong attention to detail when reviewing client documentation for accuracy.
• Ability to build and maintain relationships with clients and internal stakeholders.
• Support renewal retention and FCA compliance requirements.

Responsibilities

• Manage a portfolio of commercial/personal lines clients and provide outstanding service.
• Build rapport with clients ranging from sole traders to MD/CEO levels.
• Collaborate with Branch Manager to achieve objectives and meet FCA standards.
• Assist Commercial Account Executives and support data/document processing.

Skills

Attention to detail

Relationship building

Client servicing

Communication skills

Tools

CRM software

Job description

Job Title: Commercial Account Executive

Location: EXETER

Onsite role / Hybrid TBD

Hours: Monday - Friday 08:30 am - 5:00 pm

Salary: £35 - £50 K (Neg)

Cowell Recruitment are delighted to be assisting our clients in their search for a Commercial Account Executive based in EXETER.

Due to expansion, an exciting position has become available for a Commercial Account Executive to join our friendly and professional team. The successful candidate will earn a competitive salary with an opportunity to build a successful career. You will be ready to seize the opportunity and make a stamp in the market for yourself and your career.

Come and join us and work in a well-established company that invests in its staff and provides continuous training and support and an opportunity to grow in the business.

The Role:

We are seeking a highly motivated and experienced Insurance Account Executive to join our busy and friendly team. In this pivotal role, you will be responsible for managing a portfolio of commercial and/or personal lines clients, providing outstanding service, and building lasting relationships. You will be a key point of contact for clients, ensuring their insurance needs are met efficiently and effectively.

In this role you will be responsible for building rapport with new and existing clients, who could range from sole traders, through to the MD/CEO of a large organisation, and working closely with the Branch Manager to achieve objectives.

About you:

• You will have strong attention to detail as you will be reviewing client documentation, ensuring the information is comprehensive and accurate to support the quoting process
• You must have the ability to build and maintain strong relationships with internal stakeholders, clients and external contacts to ensure we meet expectations and compliance standards
• You will be assisting the Commercial Account Executives in achieving high levels of renewal retention, whilst exceeding customer expectations and meeting FCA requirements.
• You are willing to learn, as every day will be different. This is a great opportunity to progress your career as a Commercial Account Handler and become further your professional qualifications.
• You have the ability to process data promptly and accurately on relevant systems in order to support and improve high levels of client service, internal process execution and to facilitate informed analysis

Why Join Us?

• Competitive basic salary of up to £50 K (Neg / DOE)
• 22 days holiday (plus bank holidays), increasing through length of service
• A set of core benefits, designed with your health and financial protection in mind:
• Life Assurance up to 4 x salary, protecting your loved ones in case the worst should happen
• Income protection, guaranteeing an income for up to 5 years in the event of an illness or injury
• Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025
• Access to a Healthcare Cash-plan, which gives you access to a variety of health related benefits
• Access to a host of lifestyle and financial benefits that you can choose from:
• Discounts on gym membership across the UK
• Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase
• Access to a range of insurance policies at discounted rates
• Access to hundreds of high-street retailer discounts

You will also get:

On going training and development - Further studies paid (Cert CII)

Excellent training and development schemes with accelerated career progression

Enhanced maternity & paternity policies

Employee Assistance Programme (EAP) to support employees outside of work

The above details just a handful of the benefits available to our employees

• Hours: 08:30 am - 5:00 pm Monday - Friday
• Onsite role

Cowell Recruitment is an equal opportunities recruiter. Please note: Only applicants with the right to work full time (RTW) will be considered for this role. E&OE.

Job Type: Full-time