Commercial Account Executive

Title: Commercial Account Executive
Location: Poole
Salary: Negotiable

Company: A&T

Overview:

Alan & Thomas Insurance (part of Brown & Brown Europe) are an established Insurance Broker with multiple locations across the South of England and consistently aim to deliver outstanding service to clients and provide an enjoyable working environment.

This role requires good understanding of client business operations, opportunities, risks and their approach to risk management and insurance. In addition you will need proven experience in the offer and presentation of complex commercial insurances to secure renewal or new business elements to a clients programme. Relationship management and client service techniques are key to this role. Annual targets revolve around maintaining and achieving income growth on the account via the expansion of your client portfolio's and from any new business.

The company is looking to the future and prides itself on having a market leading client service model and a long list of products it can access. The office team consists of some of the best insurance minds and personalities in the area.

Experience of broking from within a variety of business sectors are welcomed and in return you will receive a career with opportunities, autonomy, stability and good financial rewards. The role is supported with a fabulous array of company benefit choices from childcare vouchers to pensions to private medical and the offices have free parking with good access from motorway or other internal roads.

The day to day:

• Achieve new business & renewal targets
• Engage with A&T's marketing strategy and promptly act on leads.
• Develop introducer relationships
• Generate own leads and effectively manage new business pipeline
• Generate cross selling leads for other departments according to target.
• Manage ongoing relationships with existing clients ensuring high levels of customer service are provided.
• Look to expand account by identifying additional sales opportunities with existing clients
• Attend client visit and complete relevant fact-finding documents in respect of new business.
• Renewal business, review last year's documentation or client register (where applicable) along with current fact-find documentation with the client, updating facts, figures and requirements.
• Review demands and needs of clients and advise on the most appropriate insurances to meet these.
• Prepare broking notes for new business cases and work with AH to update renewal notes
• Agree broking strategy with broking support and assist in the process where needed.
• Review the broking exercise and complete final negotiations with underwriters when needed.
• Produce closing instruction in line with company procedures and pass to AH for processing.

What's on offer:

• Competitive/senior level salary package & benefits including car allowance
• Work from home option available for 2 days a week
• Joint Pension contribution scheme
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Health & Wellbeing programme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service

Your Experience:

• Requirement of at least 5+ years commercial insurance experience either in broking
• Ability to handle new business enquiries, renewals and midterm adjustments of various insurance policies
• Good understanding of commercial insurance products and options
• Acturis insurance broking software knowledge is an advantage
• Commitment to progress towards Cert CII
• Possession of a full driving licence