SME Account Executive

Cavendish Maine; Bath; On-site; GBP 32,000 - 40,000; Full time

Benefits offered by this job

Share purchase scheme

Job summary

Cavendish Maine is recruiting an SME Account Executive in Bath to drive the growth of a own portfolio of clients within a national specialist insurance group.

You will handle new business, renewals, and mid-term adjustments, negotiating terms and providing expert insurance advice, while building strong relationships with insurers and clients.

Qualifications

• Relevant commercial insurance broking industry experience.
• Desire to win new business, while managing renewals and MTA’s.
• Ability to develop and maintain client relationships.
• Excellent interpersonal, written and verbal communication skills.
• Confident in creating compelling market insurance presentations.
• Pro‑active and self‑motivated.
• Planning and organisation skills to meet deadlines.

Responsibilities

• Interaction with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments
• Preparation of presentations and submissions to insurers and suppliers
• Overseeing the broking of risks to insurers and suppliers
• Negotiate policy terms, conditions, premium and income
• Provide advice to clients and prospects on current insurance policies and additional insurance products for consideration
• Process new business, renewal and mid‑term adjustments efficiently, effectively and in accordance with FCA and internal procedures
• Check all documentation for accuracy before issuing to clients or appropriate parties
• Maintain accurate client and prospect records
• Build good working relationships with insurers, clients and prospects

Skills

New business development

Client relationship management

Communication skills

Presentation skills

Proactive

Time management

Job description

Are you a Commercial Account Handler wanting to step up into an Account Executive role or an Insurance Sales Executive looking to build your own book?

A national specialist Insurance group is looking to recruit an SME Account Executive who is sales and customer focused, to join their team in Bath.

You’ll be responsible for the development and growth of your own portfolio of clients.

Responsibilities will include:

• Interaction with prospects and clients to collect and collate information in respect of new business enquiries, renewals and mid-term adjustments
• Preparation of presentations and submissions to insurers and suppliers
• Overseeing the broking of risks to insurers and suppliers
• Negotiate policy terms, conditions, premium and income
• Provide advice to clients and prospects on current insurance policies and additional insurance products for consideration
• Process new business, renewal and mid‑term adjustments efficiently, effectively and in accordance with FCA and internal procedures
• Check all documentation for accuracy before issuing to clients or appropriate parties
• Maintain accurate client and prospect records
• Build good working relationships with insurers, clients and prospects

Key Skills/Experience Required:

To be considered for the SME Account Executive opportunity, you will have the following experience:

• Relevant commercial insurance broking industry experience.
• Desire to win new business, while managing renewals and MTA’s
• Ability to develop and maintain client relationships
• Excellent interpersonal, written and verbal communication skills
• Confident in creating compelling market insurance presentations
• Pro‑active and self‑motivated
• Planning and organisation skills to meet deadlines

Salary/Benefits Information:

• Salary to £40k
• New Business Commission
• Excellent benefits including share purchase scheme
• Genuine scope to develop your career with a growing broker
• Support towards professional qualifications and continued career development

Reference: DH/106606

In the meantime, we would like to thank you for your interest in Cavendish Maine.