The purpose of this role is to generate revenue, drive profitability, and deliver a high-quality, compliant service to commercial clients. You will manage existing accounts, develop new business opportunities, and provide full support to the Managing Director and wider team.
Key Responsibilities
New Business & Growth
* Proactively generate and convert new commercial business opportunities
* Identify cross-selling and referral opportunities
* Prospect new clients through marketing campaigns and promotional activity
Account Management
* Manage a portfolio of commercial clients, including new business, renewals, and mid-term adjustments
* Assess risks and negotiate with insurers to secure appropriate cover
* Present recommendations to clients and ensure cover is placed on risk
* Handle claims efficiently and liaise with insurers and underwriters
* Monitor renewal lists and maintain accurate reporting data
Compliance & Administration
* Ensure all activities comply with FCA regulations and company procedures
* Maintain accurate client records, files, and documentation
* Manage complaints in line with regulatory requirements
* Maintain diary systems and ensure timely follow-up of all client communications
Performance & Development
* Achieve agreed KPIs, including new business, renewals, cross-selling, and profitability
* Maintain high levels of customer service and professional standards
* Participate in ongoing training in line with the company’s Training & Competence programme
The Ideal Candidate
* Previous experience in a Commercial Account Executive or Account Handler role
* Strong knowledge of commercial insurance products and risk assessment
* Proven ability to generate new business and manage renewals
* Excellent negotiation and client relationship skills
* Strong understanding of FCA compliance and regulatory requirements
* Highly organised with strong attention to detail
* Ability to work to targets and deadlines
What’s on Offer
* Salary from £30,000+ (depending on experience)
* Opportunity to grow within a professional and supportive environment
* Long-term career progression
Salary description
£30000.00 - £38000.00 per year