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[19690] - Insurance Client Executive – Commercial Account Manager

Client Executive – Commercial Account Manager

Hours Monday -Friday 8.45am-5pm- hybrid working pattern following probation period.

Person Specification:

It’s essential that you have experience of having worked within the Commercial Insurance sector, ideally with a good knowledge of all classes of commercial insurance.

You’ll also have:

  • Previous commercial insurance client handling experience and asolid technical understanding of Commercial products
  • Passion, energy and a strong customer service ethos
  • Intuitive thinking and confident decision making
  • Effective, confident & considerate communication both in writing and verbally, together with an ability to adapt your communication style accordingly
  • Organisation, accuracy and attention to detail
  • A positive approach to learning, taking on board new concepts quickly and executing them with accuracy and diligence
  • CII Certificate in Insurance (or working towards), Dip CII or ACII qualification
  • Competent IT skills with the ability to learn new systems/ processes quickly. Knowledge of Acturis an advantage.
  • Minimum A Levels, with GCSE/ O Level passes in English Language and Maths

Key responsibilities:

This will be an interesting and varied role where you will be dealing with all areas of Commercial Insurance from a broad spectrum of clients including; Manufacturing, Retail, Property Owners’, Motor Trade, Construction, Charities and Global Businesses.

Playing an integral role in the Team, you will:

  • Handle a book of accounts with premium levels circa £10k – £250k
  • Provide essential support and work in conjunction with Client Managers / wider team
  • Negotiate with Insurers, place insurance policies, liaise with clients, produce quality client documentation including Renewal Reports & Summaries of Insurance, carry out contract reviews
  • Manage renewals, some new business and mid-term adjustments
  • Grow existing book of business via up-selling/ cross-selling and referrals
  • Act as a Technical referral point within team
  • Attend client meetings

This role will be your gateway to develop a future skill-set so it’s important to have the drive and ambition to grow your own book of business, as well as handling day-to-day enquiries.

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