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Commercial account executive

Bath
Permanent
Heat Recruitment
Commercial account executive
Posted: 28 July
Offer description

Location

Bath

Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref88606

Recruiter Managing This Role

Position: Commercial Account Executive

Location: Bath

Salary: Negotiable

Overview

We are currently looking for a Commercial Account Executive to join the successful and experienced regional team based out of the new offices in Bath.

The Commercial Account Executive is central to the regional operations and will deal with a variety of classes of insurance for various business types and sizes. Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs.

This is a long term and progressive opportunity with a stable and key broking location. You will need commercial insurance knowledge either from a specific sector or generic cross class.

The day to day:

1. Meet and deliver against your agreed Renewal Retention and/or New Business targets, contributing towards overall budget objectives & KPIs
2. Complete all roles and tasks as required, ensuring you adhere to procedures and policies at all times
3. Creating a customer-led culture where sales and customer standards, discipline, activities, and best practice are delivered.
4. Client visits, presentations to insurers, obtaining and submitting best in market quotations for new business or renewals.
5. Debt Management ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.
6. Manage and prioritise your diaries/tasks, these are to be kept up to date
7. Complete any training that is deemed necessary for your role and complete the actions set in line with your plan.
8. Ensure all training is completed to deadline set for you and your team. Log all training and development on your Continuous Professional Development Plan (CPD)

Whats on offer:

9. Negotiable basic salary
10. Bonus Structure
11. Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Your experience:

12. Good knowledge of broking commercial insurance risks across various business lines
13. Experience of commerce and industry and familiarity with markets and economic trends
14. Ability to develop and maintain business contacts and goodwill
15. Excellent interpersonal, written and verbal communication skills
16. Ability to prepare and present reports
17. Pro-active and self-motivated
18. Strong planning and organisation skills to meet deadlines
19. Attention to detail
20. Co-operative and supportive team player

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