Commercial Account Executive

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

Job summary

A prominent UK insurance brokerage in Wokingham is seeking a Commercial Account Executive to manage existing accounts and develop new business. You will ensure exceptional service and compliance with FCA regulations, handling everything from quotes to claims. The ideal candidate will have prior experience in an Account Handler role, strong negotiation skills, and a client-focused approach. This role offers a competitive salary and benefits package, along with the opportunity for hybrid working arrangements.

Benefits

Competitive salary

Hybrid working pattern

Company Pension scheme

Generous holiday entitlement

Bupa Healthcare Cash Plan

Death in Service benefit

Qualifications

• Experience in an Account Handler/Executive role within a broker environment.
• Strong client reputation and negotiation skills.
• High standards of FCA compliance.
• Ability to manage client portfolios effectively.

Responsibilities

• Manage a book of business for existing clients.
• Develop a pipeline of new business for commercial insurance.
• Ensure FCA compliance in all business activity.
• Provide a cradle-to-grave service to clients.

Skills

New Business skills

Strong organisational skills

Exemplary customer service skills

Working knowledge of most commercial insurance products

Education

Cert CII (or willingness to work towards)

Tools

Basic IT skills

Job description

Commercial Account Executive

Location: Wokingham
Department: BJP Insurance Brokers
Salary: Competitive Salary & Benefits
Hours: 35
Contract Type: Permanent

About the Company

Established in 1997, BJP has a history of helping businesses throughout the country get insurance that is right for their needs. BJP is 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 places 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.

About the Role

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 the 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 managing 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

Key Qualifications

• 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 organisational skills
• The 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