Commercial Account Executive (Property)

Lansdown Insurance Brokers; Cheltenham; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading insurance brokerage seeks a Commercial Account Executive (Property) based in Cheltenham. The role focuses on delivering exceptional client service while achieving sales targets in property insurance. Candidates should possess strong communication and sales skills, with an understanding of the insurance market. The company offers extensive benefits including annual leave, health benefits, and support for professional development.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for professional development

Paid time off for volunteering

Qualifications

• Experience in general insurance, preferably property.
• Ability to communicate effectively in writing and verbally.
• Proven sales experience with a strong client relationship focus.

Responsibilities

• Achieve individual objectives and KPIs.
• Service existing clients in Commercial and Residential Property sectors.
• Develop and sell business within authority and strategy.

Skills

Strong communication skills

Sales ability

Workload management skills

Ability to build relationships

Numeracy skills

Job description

Working hours: 35

Duration: Permanent

Location: Cheltenham

About The Role

Lansdown Insurance Brokers, part of Benefact Group, is seeking a Commercial Account Executive (Property) for our Cheltenham office.

The role involves delivering exceptional client service as part of the Commercial Sales Team, supporting Lansdown’s “right first time” customer service approach.

Joining our expanding and innovative Group offers a great opportunity for career development within an inclusive, purpose-led organization.

Key Responsibilities

1. Achieve individual objectives and KPIs.
2. Develop, negotiate, and sell business within your authority and Lansdown’s strategy.
3. Plan and manage your work to meet objectives and SLAs, ensuring excellent customer service.
4. Communicate effectively to support Lansdown’s customer-first approach, maintaining internal and external relationships.
5. Understand and operate within regulatory frameworks, escalating risks as needed.
6. Service existing clients in Commercial and Residential Property sectors.
7. Assist in growing the business through new sales and renewals.
8. Meet set targets.
9. Perform other duties as required.
10. Adhere to all company, regulatory, and compliance guidelines.
11. Represent the company professionally at external events, if required.
12. Maintain and develop technical skills.
13. Support colleagues across the business.

Knowledge, Skills, and Experience

1. Align with our values: Fun, Supportive, Professional, Partnership, and Ambitious.
2. Strong communication skills.
3. Good understanding of general insurance, preferably property.
4. Proven sales ability.
5. Flexibility and workload management skills.
6. Ability to build relationships with clients, agents, and insurers.
7. Effective written communication skills.
8. Ability to work well under pressure in a team.
9. Numeracy skills.
10. Knowledge of market, industry, and company.

What We Offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• Holiday buy scheme
• Health and wellbeing benefits, including cash plan, income protection, and life assurance
• Enhanced sick pay and parental leave
• Support for professional development and qualifications
• Paid time off for volunteering

About Us

Lansdown Insurance Brokers has over 60 years of experience in property insurance, offering specialist products and advice. Part of the Benefact Group since 2014, which is owned by a charity and committed to social impact.

Benefact Group consists of over 30 companies, making significant charitable donations and aiming to double its size. We foster a culture of kindness, ambition, and passion, valuing diversity and inclusion.

We encourage applications from all backgrounds. If you need support during the recruitment process, please let us know.