Commercial Insurance Account Executive Haywards Heath

NFU Mutual; Haywards Heath; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading insurance agency in Haywards Heath is seeking a Commercial Insurance Executive to drive sales and build client relationships. The role involves providing tailored insurance solutions, collaborating with teams, and ensuring compliance. Join a supportive team environment with opportunities for career development and training.

Benefits

Ongoing training and career development opportunities

Beautiful rural office setting with free parking

Qualifications

• Strong background in sales and customer service.
• Excellent interpersonal and communication skills.
• Proactive, self-motivated approach.

Responsibilities

• Identify client needs and provide tailored insurance solutions.
• Build and manage a pipeline of target commercial customers.
• Promote and sell general insurance products.

Skills

Sales skills

Customer service skills

Interpersonal skills

Analytical ability

Proactive approach

Job description

Competitive Salary (dependant on experience)
Full Time position
Permanent Contract
Location: Haywards Heath
Monday – Friday – 8.30am – 5pm

Introduction to NFU Mutual
NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK’s largest rural insurer, with an agency network of over 250 local offices.

About the Agency
As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.

Due to expansion the Haywards Heath Agency is seeking a driven and professional Commercial Insurance Executive to help grow our portfolio across the commercial sector. If you’re passionate about building meaningful client relationships, delivering expert insurance advice, and working within a high-performing team, we’d love to hear from you.

About the role:
As a Commercial Insurance Executive, you will be responsible for driving profitable and compliant sales across NFU Mutual’s general insurance products and services and maintaining and developing existing client relationships. Your success will be measured not only by sales performance but by the strength of the relationships you build, and your commitment to quality and compliance.

Key Responsibilities:
• Identify and assess client needs through detailed fact-finding and provide tailored insurance solutions.
• Build and manage a robust pipeline of target commercial customers.
• Collaborate with marketing and business development teams to create targeted campaigns and strategies to attract new clients.
• Promote and sell general insurance products while ensuring regulatory and quality standards are met.
• Maintain and develop existing client relationships, ensuring high retention rates and identifying opportunities for additional services.
• Build effective working relationships with underwriters, regional teams, and internal stakeholders to support client outcomes.
• Accurately complete documentation and maintain records in line with compliance and service level standards.
• Educate clients on NFU Mutuals full range of services and identify opportunities for cross-selling and referrals.

About you

You will have:
• A strong background in sales and customer service skills (insurance sales is great, but not essential), with a track record of achieving targets.
• Excellent interpersonal and communication skills.
• Strong analytical ability to assess client needs and present suitable insurance solutions.
• A proactive, self-motivated approach with the ability to build and manage pipelines.
• A commitment to compliance and delivering high-quality service.

What We Offer:
• The opportunity to work for a well-established and respected name in the insurance industry.
• A supportive, local team environment with access to wider NFU Mutual resources.
• Ongoing training and career development opportunities.
• Beautiful rural office setting on the outskirts of Haywards Heath with free parking.

How to Apply:
If you’re ready to take the next step in your career and make a real impact, please send your CV and covering letter telling us why you would be the perfect candidate to join our team to: [e-mail]

Closing date for all applications: 30th June 2025.

Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.

Whatever your role, as a key member of your agency team, you’ll enjoy the chance to develop your insurance industry knowledge and skills and build a rewarding career. For most roles you won’t necessarily need an insurance background. It’s more about your personal qualities – your ability to learn quickly, develop strong working relationships with a range of different people and give customers excellent service, with trusted advice and products.

Bring these qualities and you’ll be supported with a full range of training and development opportunities so you can build the career you want. These include the chance to gain an apprenticeship, as well as support to study for professional qualifications and full training in all aspects of the insurance industry.