Average Insurance Broker salary in Bristol

Commercial Insurance Account Executive - Book to take over - Cross class commercial Location - Bristol Salary - up to 60 -65k basic (DOE) (Negotiable)- bonus, Pension, Medical cover, Life Insurance Our client is at the forefront of Commercial and Corporate Insurance broking Our client is a leading National and Global Broker with a reputation of employing some of the most respected insurance professionals in the market they are now looking to add to their existing office an experienced Account Executive to Service an Existing Book of Cross Class Commercial Business Our client trades on an open market policy allowing access to all markets to provide the client base with the most competitive terms and cover available from Provincial and Lloyds Markets This role requires the individual to be responsible for carrying various functions, including but not limited to the following: To administer, service and manage new and existing clients, including visiting clients, obtaining risk information, administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.Maintenance and growth of existing book of business to meet monthly and annual targets. To sell and cross-sell insurance products according to clients demands and needs and to secure new business form client referrals or leads generated by yourself/the company.Keep detailed records of all correspondence with clients, insurers and third parties including telephone transcripts and emails. All functions to be performed by fully utilising the Acturis broking software. Key Skills, Experience and qualifications required Broking Experience: At least five years’ broking experience dealing with commercial insurance product lines, in an account manager/account executive role within a general insurance brokerage.Product Classes: Technically very competent on commercial insurance classes Especially Financial Lines and Professional IndemnityCommunication: As you will be liaising with clients, insurers and third parties you will require excellent written, verbal and interpersonal communication skills. Competent business letterwriting skills and particular attention to scope of cover, exclusions, extensions and policy shortfalls to specific perils.Computer Skills: Proficient in MS Word, Excel, Outlook, PowerPoint etc.Organisation: You must have the ability to multi-task and manage workload priorities to meet required timeframes.Teamwork: As you will be part of a small team, you will need to work effectively with other staff members. You will need to be accurate, meticulous and reliable and have a positive attitude showing tolerance to workload execution/ colleagues and management.Familiar with broking software Acturis desirableCII insurance qualification desirable but not essential If you wish to work for one of the most forward thinking and progressive brokers in the market who can offer solid career progression and both professional and personal development working alongside some of the industry’s leading professionals. Our client offers generous staff benefits and the opportunity to join a rapidly growing company. If you wish to apply for the position above please click on the link or contact David Helliwell at Cameron James Professional Recruitment for an initial confidential conversation

Commercial Insurance Account Executive - Book to take over - Professional Indemnity Location - Bristol Salary - up to 60 -65k basic (DOE) (Negotiable)- bonus, Pension, Medical cover, Life Insurance Our client is at the forefront of Commercial and Corporate Insurance broking Our client is a leading National and Global Broker with a reputation of employing some of the most respected insurance professionals in the market they are now looking to add to their existing office an experienced Account Executive to Service an Existing Book of Professional Indemnity Business Our client trades on an open market policy allowing access to all markets to provide the client base with the most competitive terms and cover available from Provincial and Lloyds Markets This role requires the individual to be responsible for carrying various functions, including but not limited to the following: To administer, service and manage new and existing clients, including visiting clients, obtaining risk information, administration, preparation of presentations to insurers, negotiating premiums with underwriters, processing adjustments and preparing client reports and other documentation.Maintenance and growth of existing book of business to meet monthly and annual targets. To sell and cross-sell insurance products according to clients demands and needs and to secure new business form client referrals or leads generated by yourself/the company.Keep detailed records of all correspondence with clients, insurers and third parties including telephone transcripts and emails. All functions to be performed by fully utilising the Acturis broking software. Key Skills, Experience and qualifications required Broking Experience: At least five years’ broking experience dealing with commercial insurance product lines, in an account manager/account executive role within a general insurance brokerage.Product Classes: Technically very competent on commercial insurance classes Especially Financial Lines and Professional IndemnityCommunication: As you will be liaising with clients, insurers and third parties you will require excellent written, verbal and interpersonal communication skills. Competent business letterwriting skills and particular attention to scope of cover, exclusions, extensions and policy shortfalls to specific perils.Computer Skills: Proficient in MS Word, Excel, Outlook, PowerPoint etc.Organisation: You must have the ability to multi-task and manage workload priorities to meet required timeframes.Teamwork: As you will be part of a small team, you will need to work effectively with other staff members. You will need to be accurate, meticulous and reliable and have a positive attitude showing tolerance to workload execution/ colleagues and management.Familiar with broking software Acturis desirableCII insurance qualification desirable but not essential If you wish to work for one of the most forward thinking and progressive brokers in the market who can offer solid career progression and both professional and personal development working alongside some of the industry’s leading professionals. Our client offers generous staff benefits and the opportunity to join a rapidly growing company. If you wish to apply for the position above please click on the link or contact David Helliwell at Cameron James Professional Recruitment for an initial confidential conversation

Comprehensive training and support, competitive earnings potential, and a welcoming team environment, ensuring you have the resources and opportunities to thrive as a Commercial Mortgage Broker!Located in the heart of the beautiful city of Bath, the advisors possess extensive knowledge of the local and surrounding property markets. Their reputation is built on a personal and honest approach, backed by first-rate knowledge of the mortgage, financial, and insurance markets. The Role: Commercial Mortgage Broker As a Commercial Mortgage Broker, you will delve deep into clients’ requirements, providing advice and support to secure the best financial solutions tailored to their needs. You will handle a variety of commercial cases, including bridging, commercial, portfolio buy-to-let, and development finance, therefore having a well rounded knowledge and experience in these areas is essential. Commercial Mortgage Broker Key Responsibilities: Provide expert property finance advice and guidance to clients.Assist clients in securing the most suitable finance products.Assess clients' financial information, creditworthiness, and eligibility.Analyze and compare finance products from various lenders.Stay updated with new finance products and regulatory changes.Maintain clear and effective communication with all parties involved. Commercial Mortgage Broker Package Self-Employed PositionFirst Year OTE: £70kOffice-Based in Bath or Hybrid Working OptionsLeads ProvidedComprehensive Administrative SupportExcellent Benefits PackageWelcoming and Collaborative Team EnvironmentOpportunities to Attend Trade Shows, Events, and Trips Away Commercial Mortgage Broker Skills and Experience: Proven experience as a Finance Broker.Knowledge of Bridging finance, Development Finance and Commercial Mortgages.Comprehensive understanding of finance products.Ability to work independently and autonomously.Exceptional customer service skills.Quick rapport-building capabilities and the ability to create lasting relationships.Self-motivated and proactive attitude. Ready to Elevate Your Career? Think this role is right for you? Contact us to arrange a call—we’d love to learn more about you and discuss this exciting opportunity.