Senior Commercial Account Executive Tiverton

NFU Mutual; Tiverton, Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their team in Tiverton. This full-time role offers an exciting opportunity to excel in sales and customer service within the insurance sector. You'll be responsible for planning, prospecting, and selling insurance products while developing strong relationships with clients. With full training provided, you'll thrive in a supportive environment, enhancing your skills and knowledge in a respected agency. Enjoy a competitive salary, annual bonus, and a choice of benefits, including a company car or allowance. This is a great chance to grow your career in a dynamic and rewarding field.

Benefits

Annual bonus

Healthcare contribution after probation

25 days holiday, with options to purchase more

Choice of EV company car or £5,000 car allowance

Qualifications

• GCSEs in Maths, English, and IT required at Grade C or above.
• Strong background in sales and customer service preferred.

Responsibilities

• Planning and selling commercial and general insurance products.
• Developing and managing a pipeline of business to meet targets.
• Carrying out external customer visits professionally.

Skills

Effective communication skills

Proficiency in IT (Outlook, Word, Excel)

Problem-solving skills

Sales and customer service background

Organizational skills

Education

GCSEs in Maths, English, and IT (Grade C or above)

Job description

Salary Brackets: £40,000 - £60,000 OTE DOE
Full Time Position: Monday – Friday, 37.5 hours per week
Contract Type: Permanent
Location: Must be commutable to Tiverton and/or South Molton

Introduction to NFU Mutual

NFU Mutual offers a wide range of products and services, including general insurance, life, pensions, and investments. We have been providing quality insurance for over 110 years. Our focus is on delivering excellent customer service while effectively managing the business. As a mutual, supporting our customers and paying claims is our priority. We are a top ten UK insurance company and the largest rural insurer, with over 250 local offices.

About the Agency

As a local NFU Mutual agency, we provide first-class service and sell our products across the region to both new and existing customers. We value honesty, integrity, and trust, and are committed to a personal approach to customer service that NFU Mutual is renowned for.

Our agency has experienced rapid growth over the past five years, and we are seeking a motivated, skilled individual to join our team.

About the Role

The successful candidate will undertake various tasks, including:

1. Planning, prospecting, and selling commercial and general insurance products
2. Developing and managing a pipeline of business to meet targets
3. Prospecting, self-generating, planning, and managing commercial opportunities
4. Identifying and cross-selling leads for financial and risk management services
5. Developing and executing marketing campaigns and trade show stands to generate leads
6. Carrying out external customer visits professionally and compliantly
7. Maintaining and developing technical knowledge and skills
8. Building productive relationships with key stakeholders
9. Collaborating effectively with your full-time account handler

Additional responsibilities include:

• Generating £250,000 in new business annually
• Referring clients to our in-house Financial Advisor team to earn 5,000 credits
• Referring clients to our Risk Management Services Sales Consultant to generate at least £5,000 in sales

This role offers an exciting opportunity for growth within our respected branch, with full training provided in a supportive environment.

About You

• Effective communication skills, both written and verbal
• Proficiency in IT, especially Outlook, Word, and Excel
• Problem-solving skills and sound judgment
• Flexible and open-minded attitude
• Strong background in sales and customer service (insurance experience is a plus but not essential)
• Highly organized, able to meet deadlines

Qualifications required include GCSEs (or equivalent) in Maths, English, and IT at Grade C or above (Grade 4 or above).

Our Commitment to You

We will support your skill development in customer service and technical insurance knowledge. Working in a regulated environment ensures high standards in customer delivery, backed by excellent retention and growth statistics.

Benefits include:

• Salary of £40,000 - £60,000 OTE DOE
• Annual bonus
• Healthcare contribution after probation
• 25 days holiday, with options to purchase more
• Choice of an EV company car or a £5,000 car allowance

Please apply with your CV and cover letter to: Pete Randerson, Partner at [e-mail]

Note: Candidate data is stored for up to 6 months post-recruitment process.

Closing date for applications: 31st May 2025

Note: You will be employed by an agent of NFU Mutual, not directly by NFU Mutual.

All roles offer opportunities to develop your insurance industry knowledge and skills, with a focus on personal qualities such as quick learning, relationship building, and excellent customer service. Support for professional qualifications and full training is provided to help you build your career.