SME Account Executive

Cavendish Maine; West of England; On-site; GBP 34,000 - 46,000; Full time

Benefits offered by this job

New Business Commission

Share purchase scheme

Job summary

Cavendish Maine in Bristol is recruiting an SME Account Executive to manage and grow your own client portfolio in commercial insurance.

You will handle new business, renewals and mid-term adjustments, deliver market presentations to insurers, negotiate terms, and build strong relationships with clients and providers. The role offers a clear path to development within a growing brokerage and a salary to £40k plus commissions.

Qualifications

• Commercial insurance broking experience required.
• Desire to win new business while renewing existing clients.
• Ability to build and maintain client relationships.
• Excellent interpersonal, written and verbal communication skills.
• Self-motivated with strong planning and organisational skills.

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

Proactive/self-motivated

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

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