Commercial Account Executive

Berkeley Insurance Group; Metropolitan Borough of Solihull; On-site; GBP 45,000 - 65,000; 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

Berkeley Insurance Group in Solihull seeks a Commercial Account Executive with 5+ years in commercial insurance. You will lead new business and renewals, build introducer relationships, and manage a healthy pipeline while delivering exceptional client service.

Expertise in commercial products, strong relationship skills, and driving licence are required; Acturis knowledge is a plus. Roles offer salary negotiable plus benefits and career growth opportunities.

Qualifications

• 5+ years commercial insurance experience.
• Understanding of commercial insurance products and options.
• Acturis knowledge is an advantage; CIIP progress encouraged.
• Full driving licence required.

Responsibilities

• Achieve new business and renewal targets.
• Develop introducer relationships and manage leads.
• Generate and manage own new business pipeline.
• Attend client visits and complete fact-finding for new business.
• Review renewal documents and update client requirements.
• Prepare broking notes and negotiate with underwriters.

Skills

Relationship management

Client service

Lead generation

Communication skills

Education

CIIP certification (Cert CIIP)

Full driving licence

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 ExecutiveLocation: SolihullSalary: Negotiable + Benefits + BonusOverview:We are currently looking for a Commercial Account Executive to join the welcoming and experienced team in the Solihull 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 targetsEngage with marketing strategy and promptly act on leads.Develop introducer relationshipsGenerate own leads and effectively manage new business pipelineGenerate 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 clientsAttend 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 work with AH to update renewal notesAgree 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 and pass to AH for processing.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 brokingAbility to handle new business enquiries, renewals and midterm adjustments of various insurance policiesGood understanding of commercial insurance products and optionsActuris insurance broking software knowledge is an advantageCommitment to progress towards Cert CIIPossession of a full driving licenceWe are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.