Commercial Account Executive

Interested in working for a family run, long standing independent chartered broker with exciting growth plans for the business?

Reed is recruiting for a Commercial Account Executive to join a Bristol based business due to growth, on a full time, permanent basis.

Within this role, you will take care of client servicing, renewal of insurance programmes and claims support.

Working for a family run company who’ve been successfully servicing their clients for over 40 years.

Location: St George, Bristol (BS5)
Working hours: Mon – Fri, 9-5 (hour for lunch).
Overtime paid: For any extra hours that you work either side of the 9-5, you will be paid overtime on top of your annual salary. You can pick up any Saturday work, 9-1 (paid time and a half) but NOT mandatory
Benefits: Commission and Bonus, 28 days leave + BH, increases with service, subsidised parking, pension contribution, money towards a range of insurance products

Duties:
Conducting telephone fact finds over the phone and producing insurance market submissions
Attending client meetings for the more complex client cases, when required
Handling of own client cases
identify insurable risks in a client’s business and be able to advise as to appropriate solutions
Maintain sufficient pipeline of prospective clients
Full and accurate record keeping
Obtaining e-traded insurance terms to meet client requirements
Maintaining positive and professional relationships with underwriter partners
Negotiating with underwriters to obtain insurance terms to meet client requirements
Production and delivery to the client of clear and FCA-compliant sales documents detailing recommended solutions
Answering client queries during the policy year in a prompt and constructive fashion
Checking the accuracy and completeness of policy documentation prior to dispatch to clients
Assisting clients with claims issues
Collection of premiums/premium finance agreements
Renewal of client accounts
Up-sales and cross-sales
Developing and maintaining a pipeline of prospective clients sufficient to achieve agreed sales targets
Attending networking events or trade shows when required
Undertaking and recording Continual Professional Development to levels appropriate to the Account Executive’s CII qualification
Responding in a timely manner to the line manager’s or Compliance Department’s requests for declarations or input such as the Fit and Proper Declaration or the Gifts and Hospitality Declaration

Requirements:
Experience working in a commercial insurance role
Member of the CII and working towards Dip CII qualification, ideally (opportunity given to study toward ACII if desired)
The ability to work tenaciously to solve client problems, seeking input where appropriate from line management, or underwriters when needed
The ability to negotiate with a win-win mindset, looking for competitively priced solutions that meet client needs at terms that are economic for both the business and the chosen underwriters
Ambitious, proactive, customer focused, integrity, practical forward-thinking outlook