Commercial Account Executive

Job Title:
Account Executive / Client Director

PURPOSE OF ROLE

To develop and build a personal portfolio of insurance clients whilst working to overall financial targets and driving sales and business development within your team.

RESPONSIBILITIES

• Establish and build firm relationships with clients, maintain current relationships and be a trusted advisor to senior stakeholders
• Help clients to understand the risks they face and build a greater resilience into their business
• Think strategically about client base and cross sell to the wider trading teams
• Ability to use technical knowledge to shape discussions with clients and provide guidance to the team

DAY-TO-DAY

• Meeting with clients across the Northwest area
• Handling client queries and providing timely, professional advice
• Preparing and presenting renewal terms and recommendations
• Providing accurate sales forecasts to the regional sales director

EXPERIENCE

• Background in managing commercial clients within a professional services environment
• Track record of business development and client retention
• Experience of working with a broad range of industry sectors
• Understanding of compliance, governance, and industry regulations

SKILLS

• CII and working towards further qualifications
• Solid industry knowledge
• Demonstrate the ability to provide a responsive first-class service to clients
• Strong business acumen and the ability to understand complex products
• Self motivated and target-orientated with a drive for results
• Flexibility to adapt in changing market conditions and the ability to handle rejection and overcome objections and persist in opportunities
• Working knowledge of FCA compliance rules