The key responsibilities of a Commercial Insurance Account Executive (New Business):
* Generate new business through outbound calls and proactive prospecting
* Manage and maximise opportunities from the company database
* Conduct fact-finding to identify client requirements and provide suitable quotations
* Obtain and present quotations, advising on the most appropriate cover and pricing
* Liaise with clients, insurers and underwriters via phone and email
* Maintain accurate client records, including risk awareness and objectives
* Issue documentation and confirm cover in line with company procedures
* Work towards achieving new business income targets and KPIs
The minimum requirements for the Commercial Insurance Account Executive (New Business) role:
* Previous experience within insurance (commercial preferred, but other lines considered)
* Strong communication skills and confidence speaking with clients
* Ability to work in a target-driven environment
* Highly organised with strong attention to detail
* Understanding of insurance principles and compliance requirements
* Proficiency using CRM systems and internal processes
* Advanced knowledge of Material Damage (including Business Interruption), Employers Liability and Public/Products Liability
The ideal candidate for the Commercial Insurance Account Executive (New Business) role:
* Experience in a new business or sales-focused insurance role
* Knowledge across additional commercial lines such as Professional Indemnity, D&O, Cyber or Contract Works
* Confident in generating leads and converting opportunities
* Proactive, motivated and commercially minded
Commercial Insurance Account Executive benefits:
* Commission structure
* 25 days annual leave plus bank holidays (increasing with service)
* Company benefits package following successful probation
The Caraires Consultancy operates with integrity by treating our clients, applicants and suppliers in a fair and honest manner – as we want to be treated.
Interested?
Please apply below or call us on (phone number removed) for an informal chat.
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Salary description
£28000.00 - £35000.00 per year
