Insurance Account Executive

Get Recruited (UK) Ltd

Tadcaster

Hybrid

GBP 40,000 - 60,000

Full time

4 days ago
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Benefits offered by this job

Nine-day fortnight
Private medical insurance
Existing client base to inherit
Flexibility

Job summary

Get Recruited is partnering with an independent insurance brokerage in Tadcaster to recruit a Commercial Account Executive. You’ll inherit an existing client base and have the freedom to shape your new business activity around your strengths.

The portfolio covers commercial SME, rural and HNW/UHNW private clients. For an experienced Commercial Account Executive you’ll have autonomy over how you manage and grow your book, alongside a nine-day fortnight.

Qualifications

  • At least two years' experience as a Commercial Account Executive, with client relationships and business development.
  • Cert CII qualified or above.
  • Strong relationship-building and advisory skills.
  • Organised with the ability to manage own workload and deadlines.

Responsibilities

  • Take ownership of an existing client book, building relationships and understanding client insurance needs.
  • Manage and develop accounts across commercial, rural and private client insurance.
  • Identify opportunities within the portfolio to provide additional cover.
  • Win new business through relationship-building and your specialist interests.

Skills

Relationship building
New business development
Attention to detail
Self-motivation

Education

Cert CII or above

Tools

Acturis

Job description

COMMERCIAL ACCOUNT EXECUTIVE
TADCASTER OFFICE BASED WITH FLEXIBILITY
40,000 TO 70,000 + NINE-DAY FORTNIGHT + PRIVATE MEDICAL INSURANCE

THE OPPORTUNITY:

Get Recruited is partnering with an independent insurance brokerage in Tadcaster to recruit a Commercial Account Executive. You'll inherit an existing client base and have the freedom to shape your new business activity around your strengths.

The portfolio covers commercial SME, rural and HNW/UHNW private clients. Whether your specialism is commercial insurance, agricultural risks or private clients, there's scope to develop that focus within a small, close-knit team.
For an experienced Commercial Account Executive who enjoys looking after clients and developing new relationships, this offers autonomy over how you manage and grow your book, alongside a nine-day fortnight.

THE COMMERCIAL ACCOUNT EXECUTIVE ROLE:
  • Take ownership of an existing client book, building relationships and understanding each client's insurance needs.
  • Manage and develop accounts across commercial, rural and private client insurance.
  • Identify opportunities within the existing portfolio to provide additional cover where it meets the client's needs.
  • Win new business through relationship building and a focus shaped around your experience and specialist interests.
  • Provide clear, tailored advice, helping clients understand their cover and make informed decisions.
  • Balance the ongoing care of existing accounts with developing a sustainable pipeline of new business.
  • Maintain accurate client records and ensure your work meets FCA requirements and internal procedures.
  • Work closely with colleagues in a small team to deliver a consistent, personal service.
THE PERSON:
  • At least two years' experience as a Commercial Account Executive, including managing client relationships and developing business.
  • Applications are welcome from Insurance Account Executives or Commercial Client Executives with the relevant commercial insurance experience.
  • Cert CII qualified or above.
  • Confident building lasting relationships and providing advice tailored to individual clients.
  • Self-motivated, with the organisation and attention to detail needed to manage your own workload.
  • Comfortable balancing client service with new business development.
  • Acturis experience would be beneficial, but is not essential.
THE BENEFITS:
  • Salary of 40,000 to 60,000, depending on experience.
  • Nine-day fortnight.
  • Private medical insurance.
  • An existing client base to inherit.
  • Freedom to develop your own specialist focus.
  • Office-based working in Tadcaster, with flexibility.
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