Commercial Account Executive

Job title: Commercial Account Executive

Salary: £60,000

Location: Hertfordshire

PURPOSE OF ROLE 

We are working with an insurance company to find a talented Commercial Account Executive who will play a critical role in managing and growing client relationships while delivering tailored insurance solutions to meet business needs. You will act as the primary point of contact for clients, offering expert advice and managing a portfolio of commercial insurance accounts. This role is focused on fostering long-term relationships, driving new business opportunities, and ensuring client satisfaction through exceptional service and risk management strategies.

SKILLS 

• Excellent interpersonal and communication skills to build and maintain client relationships.
• Strong negotiation and problem-solving abilities.
• Ability to assess client needs and provide tailored insurance solutions.
• Proficiency in CRM systems and insurance-related software.
• Organisational skills with the ability to manage multiple priorities and deadlines.
• A proactive approach to business development and client retention.

EXPERIENCE 

• Proven experience in a commercial insurance or account management role, preferably in a brokerage or underwriting setting.
• In-depth knowledge of commercial insurance products, policies, and risk assessment.
• Professional qualifications such as Cert CII/Diploma CII (or a willingness to work towards these certifications).

• A track record of meeting sales targets and delivering exceptional client service.

KEY RESPONSIBILITIES 

• Managing a portfolio of commercial clients, ensuring their insurance needs are met effectively.
• Building and maintaining strong relationships with clients and insurers.
• Identifying opportunities for cross-selling and upselling insurance products and services.
• Preparing and presenting tailored insurance solutions to prospective and existing clients.
• Negotiating terms with insurers to secure the best coverage and rates for clients.
• Ensuring all account documentation is accurate and compliant with industry regulations.
• Meeting sales and retention targets while delivering excellent client service.
• Keeping up to date with industry trends and developments to provide informed advice.

If you have the relevant experience or know someone that does please contact me now on 07458 162842 or email us at