SME Account Executive

Cavendish Maine; West of England; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

New Business Commission

Share purchase scheme

Career development support

Professional qualifications support

Job summary

Cavendish Maine in Bristol seeks an SME Account Executive to grow and manage a portfolio of clients. You will actively seek new business, renewals and MTAs, negotiating terms to optimise policy terms, premiums and income. You will deliver proactive client advice and create compelling market presentations.

Join a national specialist Insurance group with scope to develop your career, receive support for qualifications, and earn a commission on new business.

Qualifications

• Relevant commercial insurance broking industry experience.
• Ability to win new business while managing renewals and MTAs.
• Strong client relationship skills and proactive approach.

Responsibilities

• Interact with prospects and clients for new business, renewals and MTAs.
• Prepare presentations and submissions to insurers and suppliers.
• Oversee broking of risks to insurers and suppliers and negotiate terms.
• Provide advice on current policies and additional products.
• Process new business, renewals and MTAs efficiently per FCA rules.
• Check all documentation for accuracy and maintain records.
• Build strong relationships with insurers, clients and prospects.

Skills

Insurance broking experience

New business sales

Client relationships

Interpersonal skills

Market presentations

Self-motivation

Planning & organisation

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 Bristol.

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