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Commercial Account Executive Worcester

Commercial Account Executive - Tenbury Wells WR15 - Salary: up to £50k dep on exp

Job Description:

To grow the book of commercial business by prospecting new insurance business, along with retaining the business of existing customers

Responsible to: Branch Manager

Responsible for

The growth of both new and existing commercial business; delivering outstanding customer service to all existing and prospective customers and to deliver objectives and sales targets set by line manager

Principal responsibilities:

  • Deliver excellent customer service to all customers

  • Uphold the company’s mission statement and values

  • Gather necessary information from new and existing clients to enable the adequate presentation of the risk to insurers for quotation purposes

  • Obtain terms for individual cases

  • Prepare summaries of insurance, schedules and proposals for insurers as required, ensuring that all client records are adequately maintained in line with the companies procedures

  • Responsible for the achievement of individual income target

  • Manage the renewal book effectively to ensure retention targets are achieved

  • Create new business opportunities through professional networking - examples but not limited to; BNI/Networking, prospect calling, attend business events, supporting telemarketing campaigns, visit local business parks, client referrals, cross sells and introducers

  • Maintain timely contact with all clients, prospects and referral networks to establish good working relationships

  • Accurately complete administrative tasks such as post, diary as well as account and insurer queries

  • Awareness of complaint handling – Being able to resolve minor customer complaints and being fully aware of the company complaints process

  • To ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including both colleagues and insurers

  • Have an in depth product knowledge of their field

  • Ensuring tasks are completed in a timely and efficient manner

  • Liaise and build relationships with insurers and customers – both internally and externally

  • Liaise with line manager regularly to ensure consistent sales processes are being followed and adhered to

  • Attend commercial networking events on an ad hoc basis as instructed by line manager

Role requirements:

Essential criteria:

  • Previous commercial, account management experience

  • IT literate i.e. Microsoft Word and Excel


  • Insurance qualification i.e. Cert CII or above

  • Proficient in operating Acturist/Open GI and insurer quote engines

  • Understanding of FCA regulation

Job Types: Full-time, Permanent

Salary: £45,000.00-£50,000.00 per year


  • Company car

  • Company pension

  • Employee discount

  • Free parking

  • Life insurance

  • On-site parking

  • Private medical insurance

  • Work from home

Flexible Language Requirement:

  • English not required


  • Monday to Friday

  • No weekends

Supplemental pay types:

  • Bonus scheme

  • Quarterly bonus


  • GCSE or equivalent (preferred)


  • Account management: 1 year (preferred)

  • sales: 1 year (preferred)

Work Location: Remote

Commercial Account Executive Worcester
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