Commercial Insurance Account Executive

Commercial Insurance Account Executive Job Description Template

Our company is looking for a Commercial Insurance Account Executive to join our team.

Responsibilities:

  • Following up email, web and postal enquiries by telephone to provide quotations and generate new business;
  • Managing the renewal cycle of all clients, collating risk information and researching the market where appropriate;
  • Preparing client reports for new and existing clients to support the management team;
  • Handling inbound calls for insurance quotation requests and policy alterations;
  • Bringing on board any of your own customers and delivering a helpful and professional service;
  • Keeping a good up to date knowledge across all commercial insurance lines;
  • Building long-term business relationships;
  • Dealing with renewals, and mid-term adjustments;
  • Arrange insurance policies for valued clients;
  • Servicing an exiting book of commercial clients;
  • Expanding on current accounts through cross-selling;
  • Generating new business opportunities.

Requirements:

  • Full UK driving licence and access to a car for business use;
  • Good IT skills and ideally knowledge of Open GI;
  • Personable and friendly;
  • Excellent communication skills;
  • Proven commercial broking background;
  • Bringing on board any of your own customers and delivering a helpful and professional service;
  • Handling inbound calls for insurance quotation requests and policy alterations;
  • Preparing client reports for new and existing clients to support the management team;
  • Managing the renewal cycle of all clients, collating risk information and researching the market where appropriate;
  • Following up email, web and postal enquiries by telephone to provide quotations and generate new business;
  • Experience working within FSA Guide lines;
  • Must have experience in commercial insurance;
  • Part CII qualification required;
  • Well Organised and reliable;
  • Experience of working within time scales.