New Business Account Executive

BMS Group; Stockport; On-site; GBP 60,000 - 80,000; Full time

Job summary

A nationwide insurance brokerage in Stockport is seeking an experienced insurance professional for client acquisition and relationship management. The ideal candidate has at least 5 years of cross-class commercial insurance experience and strong market knowledge, with excellent customer service skills. This role offers competitive salary, career progression, and additional benefits like a pension scheme and death in service cover.

Benefits

Competitive holiday allowance

Death in service cover of x4 Salary

Company pension scheme

Top tier mileage allowance

Support with industry qualifications

Qualifications

• Minimum of 5 years of cross class commercial insurance experience.
• Exemplary customer service skills and ability to build solid relationships.
• Experience in a target driven and fast-paced environment.

Responsibilities

• Proactively identify and pursue new business opportunities.
• Build and maintain strong relations with potential clients.
• Ensure retention of clients by project managing accounts.

Skills

Cross class commercial insurance experience

Exemplary customer service skills

Lead generation abilities

Strong market knowledge

Teamwork capabilities

Job description

Overview

David Roberts and Partners was formed in 1977. Founded in Ormskirk, before moving to Southport, the organisation has now grown into a family of independent insurance brokers. With businesses spanning the UK and Europe, we have a team of over 450 dedicated colleagues, we place over £600m premium worldwide with direct access to Lloyd’s of London and other specialist international markets. While our businesses operate at a local level, the Group's infrastructure empowers us to compete with and win against the multinational brokers. The objective is always to provide the best possible service and protection for our clients.

Following a sustained period of growth, where DR&P Group has acquired multiple insurance business and is continuing to grow both organically and through acquisition, the group is now embarking upon the next chapter following our acquisition by BMS Group.

About us

Lloyd Bolam is an independent insurance broker based in Stockport and is part of one of the UK’s largest independent brokers, DR&P Group. We specialise in mid/large commercial business across all sectors. We pride ourselves on our professionalism and the excellent service provided to our clients.

The opportunity

This is an excellent opportunity for an experienced insurance professional looking for a new and unique challenge in a brokerage that has a highly respected reputation in the UK market.

Skills, knowledge and qualifications required

• A minimum of 5 years cross class commercial insurance experience.
• Exemplary customer service skills with the ability to build solid relationships with clients & colleagues.
• Tenacious, with experience of working in a target driven & fast paced environment.
• Must be able to generate own leads & follow these up to build a strong pipeline of potential clients.
• Strong market & insurer knowledge & relationships.
• Ability and flexibility to work as part of a team or independently
• Industry qualifications desirable but not essential.

Responsibilities

• Client Acquisition – Proactively identify and pursue new business opportunities. This will mostly be driven by your own prospecting; however, leads will occasionally be provided by the wider group’s telemarketing team.
• Must be able to work towards realistic and achievable income targets.
• Client Relationship – Build and maintain strong relations with potential clients, understanding their insurance needs in order to provide tailored solutions at both the new business stage and throughout the broker/client relationship.
• Work well with account handlers to ensure smooth on boarding process.
• Business Retention – Ensure retention of clients you have acquired by project managing accounts, ensuring excellent delivery of service, conducting mid-term and renewal meetings. You will have support from a strong account handling team to handle admin tasks such as mid term adjustments.
• Negotiation – Conduct negotiations to secure favourable terms and agreements.
• Compliance – Ensure staying on track of both industry trends and regulatory requirements and standards.
• Sales Reporting – Provide regular reports on new business activities, achievements and challenges.

Other features include

• Career progression
• An exciting and collaborative professional environment.
• A position in a secure company experiencing rapid growth
• Competitive holiday allowance.
• Death in service cover of x4 Salary
• Company pension scheme
• Sickness policy
• Competitive salary and excellent bonus system.
• Top tier mileage allowance
• Support with industry qualifications.