Commercial Account Executive

BJP Insurance Brokers Limited; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage in the United Kingdom is seeking an experienced Commercial Account Executive to manage existing client accounts and generate new business. The ideal candidate must have experience in an executive role within a broker environment, possess strong customer service skills, and be familiar with commercial insurance products. This role offers a competitive salary, hybrid working options, and comprehensive benefits including a pension scheme and healthcare cash plan.

Benefits

Competitive salary

Hybrid working pattern

Company Pension scheme

Generous holiday entitlement

Bupa Healthcare Cash Plan

Death in Service

Qualifications

• Previous experience in an Account Handler / Executive role within a broker environment.
• Working knowledge of most commercial insurance products.
• Experience of working to high standards of FCA compliance.

Responsibilities

• Managing a book of business for existing clients.
• Generating revenue for the business.
• Providing a cradle-to-grave service to clients.

Skills

New Business skills

Exemplary customer service skills

Strong organization skills

Regulatory and compliance awareness

Basic IT skills

Education

Cert CII

Job description

Commercial Account Executive

Location : Wokingham

Department : BJP Insurance Brokers

Salary : Competitive Salary & Benefits

Hours : 35

Contract Type : Permanent

Established in 1997, BJP has a history of helping businesses throughout the country get insurance that is right for their needs. BJP are proudly part of the wider JMG Group – a top 30 UK broker with a strong presence across the UK who are experiencing rapid growth and continued success in the market.

JMG Group place in excess of £350 million in Gross Written Premium annually, and our teams are highly respected throughout the insurance industry. At the heart of our business is a commitment to customer excellence and always doing the right thing - values that shape everything we do. Our success is driven by our talented people, modern systems, and robust processes, all of which enable us to deliver exceptional service and build long-term relationships with our clients and partners

We have a brand-new opportunity for an experienced Account Executive to join our established Commercial Team, based in Wokingham, Berkshire.

The successful Account Executive will be responsible for managing a book of business for existing clients and will develop a strong pipeline of new business in relation to various lines of commercial insurance, whilst ensuring full FCA compliance.

The role involves generating revenue for the business and ensuring a first-class service is provided to all clients in accordance with their needs and requirements. You will offer a cradle-to-grave service to our clients, supporting them every step of the way – from obtaining quotes, right through to renewals, claims, and mid-term adjustments. This comprehensive service ensures that our clients receive continuous care and tailored solutions throughout the lifecycle of their policies.

Key areas of responsibility

• Prospecting new leads
• Attending client visits and making initial contact
• Completing identification of needs with prospective clients
• Negotiation and presentation to insurers in order to secure most appropriate cover for the client
• Presentation of recommendations and cover to the client
• Closing the sale and ensuring cover is on risk
• Securing cross selling business and referrals
• Monitoring own sales performance in line with targets and effectively manage the client portfolio
• Ensuring all business activity fully complies with FCA regulation and company procedures
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
• Achieve and maintain a high level of customer service and always promote exceptional customer care standards
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Ensuring accuracy, efficiency and professionalism when dealing with both clients and insurers
• Handling claims and ensuring timely, effective support for clients throughout the claims process, from reporting to resolution

What we’re looking for

To be successful in the role, you must have the following skills

• Previous experience in an Account Handler / Executive role within a broker environment
• New Business skills and a strong client reputation
• Working knowledge of most commercial insurance products
• Experience of working to high standards of FCA compliance
• A minimum of basic I.T. skills
• Strong organisation skillsThe ability to work to a high level of accuracy
• Exemplary customer service skills with the ability to build solid relationships with clients and insurers
• Regulatory and compliance awareness
• Willingness to work towards Cert CII or already hold qualifications.

What we offer

• Competitive salary commensurate with level of experience
• Hybrid working pattern where appropriate, as agreed by line manager following a successful settling in period.
• Company Pension scheme
• Generous holiday entitlement, including birthday day off
• Bupa Healthcare Cash Plan
• Death in Service

REF-(Apply online only)