Commercial Account Executive

Commercial Account Executive Location: York Working Hours: Ideally a full-time position (Monday–Friday, 9:00 am–5:00 pm), predominantly office-based with some WFH flexibility Salary: £30,000-£40,000 per annum Our client, a long-established, leading independent Insurance Broker and Financial Services Adviser in the Yorkshire region, is actively seeking a Commercial Account Executive to join their friendly team at their York city centre location.

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

The business has thrived by providing excellent customer service and employing friendly staff who are experts in their field.

They can source cover for simple self-employed liability enquiries right through to complex portfolios for businesses turning over millions of pounds.

With access to specialist markets and a wealth of experience, there isn't often a challenge they cannot meet – and they've become the go-to broker for niche placement.

The Role This is a varied role involving processing new business quotes, mid-term adjustments, and renewals, as well as supporting and guiding customers through claims where required.

Larger, more complex cases may require client visits where appropriate.

Classes of business can include Commercial Combined, Business Packages, Liability, Charities, Property Owner, Construction, Fleet, D&O, P.I., Cyber, and others.

Key Responsibilities Maintain relationships with both clients and insurers Prepare market presentations and place risks to market, including online portals & schemes Prepare for renewal by reviewing existing client needs Negotiate terms in respect of both price and policy coverage Compare cover options, assess suitability, and build quotations, letters or reports as appropriate Instruct insurers in good time, check and issue policy documentation Invoice, arrange finance, and process card payments Ensure all details of calls, correspondence and risk details are recorded on systems Diary all outstanding matters and follow up as appropriate Maintain and update knowledge of insurance products, services and markets No targets – not led by conversion rates and no cold calling.

The business has thrived through reputation and recommendation.

There is no prerequisite to bring a book of business, as there is an existing client base to service.

Requirements Previous experience in an Account Executive or Handler role, and able to hit the ground running to service an existing client base A friendly team approach with a strong focus on providing a first-class, professional service Ability to work collaboratively within an open-plan office environment, supporting colleagues as required Strong product and market knowledge with the ability to adapt to varying levels of customer understanding and need Strong communication skills with a focus on building long-lasting client relationships Tenacity and business curiosity to identify and explore new opportunities to achieve the best outcomes for clients Willingness to learn, with opportunities for professional qualification support Desirable Experience with OpenGI and familiarity with insurer web portals and MS Office applications What's On Offer In addition to a competitive salary – commensurate with experience – a wide range of benefits are offered, including : Minimum of 22 days holiday, plus bank holidays, increasing with length of service Company pension scheme with employer contribution Life insurance (2x basic annual salary) Access to lifestyle and financial benefits, including retail discounts, cinema tickets and more via ‘Perkbox' Cycle to Work Scheme A range of insurance products available commission-free, including home, motor, travel for employee and family What's next? xwzovoh It's easy! Click “APPLY” now! We can't wait to hear from you! Your data will be handled in line with GDPR