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Commercial Insurance Executive

Parkstone, Poole, UK

Job Type

Full Time


£30,000 - £45,000

About the Role

Commercial Insurance Executive


Parkstone, Poole.

Mon - Fri:

9am - 5pm


£30k - £40k dep on exp plus car allowance

We are looking for a competitive Account Exe to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio in the B2B market. The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation.


  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones

  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc

  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

  • Work with clients to deliver risk management strategies that fit their risk profiles

  • Report the progress of monthly/quarterly initiatives to stakeholders

  • Maintain bookkeeping systems, database and records

  • Achieve customer acquisition and revenue growth objectives

  • Constantly update job knowledge and learn about new products and services

  • Fulfill all policy requirements


  • Proven working experience as an Insurance agent or relevant experience

  • Familiarity with all types of insurance plans (Motor Fleet, Public Liability, Commercial Combined,)

  • Basic computer knowledge and statistical analysis

Job Types:

Full-time, Permanent


£30,000.00-£40,000.00 per year


  • Company events

  • Company pension


  • Monday to Friday

  • No weekends


  • Proven ability to work with goals

  • Demonstrated ability to communicate, present, influence and sell effectively

  • Experience in delivering client-focused solutions and in creating long-lasting relationships

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