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Commercial Account Executive

Commercial Account Executive

Posted 7 August by Recruitpedia Nxt Gen Recruitment
Easy Apply Ended
Salary negotiable
York , North Yorkshire
Permanent, full-time
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Posted by Recruitpedia Nxt Gen Recruitment
Commercial Account Executive | York| Full Time | Competitive Salary

Commercial Account Executive

A long-established leading independent Insurance Broker and Financial Services Adviser throughout the Yorkshire region is actively looking for a Commercial Account Executive to join their friendly team in their York city centre location.

Their business has thrived by providing excellent customer service and having friendly staff who are experts in their field.

They can source cover for simple self-employed liability enquiries right through to complex portfolios for business’s turning over millions of pounds. With access to specialist markets and a wealth of experience, there isn’t often a challenge they cannot meet – and they’ve become the go-to broker for niche placement.

The Role:

Ideally a full-time position (Mon-Fri, 9-5) and predominantly office based and with some WFH flexibility you will have a varied role processing New business quotes, Mid-term adjustments, Renewals and being on hand to oversee and guide customers needing to make a claim. Larger more complex cases may require client visits where appropriate.

Classes of business can include, Commercial Combined, Business Packages, Liability, Charities, Property Owner, Construction, Fleet, D&O, P.I, Cyber et al.

You will:
  • Maintain relationships with both clients and insurers.
  • Prepare market presentations and broke risks to market including online portals & schemes.
  • Prepare for renewal by reviewing existing client needs.
  • Negotiate terms both in respect of price and policy coverage.
  • Compare cover options, assess suitability and build quotations, letters or reports as appropriate.
  • Instruct Insurers in good time, check & issue policy documentation.
  • Invoice, arrange finance, process card payments.
  • Ensure all details of calls, correspondence and risk details are recorded on our systems.
  • Diary all outstanding matters and follow up as appropriate.
  • Maintain and update knowledge of insurance products, services and markets.  
No Targets – they are not led by conversion rates and do not cold call – their business has thrived through reputation and recommendation.

There is no pre-requisite to bring a book of business with you- there is an existing client base to service.

About you:
  • You will have previous experience in an account Executive or Handler role and be able to hit the ground running to service our existing client base.
  • They are a friendly team who are looking to welcome someone who strives to provide a first class, professional service to their clients but is happy to have fun along the way.
  • Whilst the majority of their clients are allocated a dedicated contact within their business, everyone is willing to chip in and assist colleagues as necessary. Indeed, working in an open-plan office allows them to learn, share idea’s and support each other on a daily basis.
  • Product and market knowledge will be key and you will have the ability to adapt to varying levels of customer understanding / needs. Building long-lasting client relationships is what they are all about.
  • Ideally you will have some experience with OpenGI and be familiar with Insurers web-portals and MS Office applications.
  • You will be tenacious and have a business curiosity, as this will allow you to identify and explore new business opportunities to drive the best possible outcome for their clients
  • You are willing to learn, as every day will be different. This is a great opportunity to progress your career and support will be given to those wanting to progress with professional qualifications.
Benefits:

On top of a competitive salary - commensurate with your experience - they also offer a wide range of benefits.
  • Minimum of 22 days holiday, plus bank holidays and increasing with length of service
  • Company pension scheme, which they will also contribute to.
  • Life insurance, which will pay 2x your basic annual salary
  • Access to a host of lifestyle and financial benefits including high street retailer discounts, cinema tickets and more that you can choose via ‘Perkbox’
  • Cycle to Work Scheme
  • A range of insurance products available commission free, including home, motor, travel for you and your family
Vacancy Information:
  • Location: York
  • Salary Range: Competitive Salary
  • Job type: Permanent
  • Job Section: Finance/Insurance
  • Working Hours: Full time

Commercial Account Executive, Handler, Financial Services Adviser, Insurance Executive, Commercial Combined, Business Packages, Liability, Charities, Property Owner, Construction, Fleet, Permanent, York

Reference: 53258578

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