Job Description
Job title: Commercial Account Executive
Salary: Competitive
Location: North London
PURPOSE OF ROLE
Our client is seeking a Commercial Account Executive to join their growing commercial team. This role offers the chance to manage a diverse portfolio of clients, deliver exceptional service and play a key role in business growth. It is ideal for someone who thrives in a client‑facing role and enjoys developing long‑term relationships. You will be supporting the Directors of the business.
RESPONSIBILITIES
- Understand client businesses and develop tailored insurance solutions
- Respond to client queries with professionalism and expertise
- Identify and pursue opportunities for new business
- Research the market to provide informed recommendations
- Analyse claims and insurer data to provide reporting insights to leadership
- Drive client retention through proactive service
- Collaborate with colleagues and directors to achieve shared goals
- Ensure compliance with company policies and FCA regulations
- Manage renewals, mid‑term changes and new placements accurately
- Maintain accurate records and documentation
- Attend client meetings, industry events and webinars
DAY‑TO‑DAY
- Consult with clients to understand needs and provide solutions
- Negotiate with insurers to secure competitive terms
- Prepare compliant policy documents with accuracy
- Monitor market conditions and competitor activity
- Work with colleagues to balance workloads
- Provide a proactive professional client experience
EXPERIENCE
- Proven background in insurance or financial services
- Strong knowledge of commercial insurance products
- Experience managing client relationships and securing new business
- Familiarity with FCA regulations and compliance
SKILLS AND REQUIREMENTS
- Excellent communication and relationship‑building ability
- Strong attention to detail
- Collaborative approach
- Confidence using IT systems
- Organised and proactive with the ability to manage workloads effectively. CII qualifications (achieved or in progress) are advantageous
Required Experience: IC
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 REQUIRED
Years: (data missing)
VACANCY
1